Wealth Management Client Associate (FP)

Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. We specialize in goals‑based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Our advisory teams provide personalized client service and partner with the banking convenience of Bank of America. Responsibilities Provide excellent client service through education on all bank service and banking offerings. Ensure timeliness, accuracy, and completeness of client materials and follow up on all client and Financial Advisor (FA) requests. Assist with ensuring practices align with the bank’s policies and procedures to support operational excellence, protect clients, and manage risk. Identify, deepen, and maintain client relationships by emphasizing the bank’s offerings and promoting the incorporation of banking into day‑to‑day practices, while communicating outputs to the FA. Support day‑to‑day team activities and needs, including covering roles during absences or seasonal peaks, while leading with a client‑first mindset. Required Qualifications Enthusiastic, highly motivated self‑starter with a strong work ethic and intense focus on results. Demonstrate a client‑centric mindset, always acting in the best interest of the client. Ability to learn and adapt to new information and technology platforms. Desired Qualifications Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series7, and/or Series66 (63 and65 accepted in lieu of66). Possesses industry knowledge and an understanding of investment products. Experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience. Comfortable operating in a fast‑paced environment with changing and evolving responsibilities. Detail oriented with a commitment to continuous learning and professional growth. Exhibits sound judgment and discretion when handling sensitive information. Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce. Professional verbal and written communication skills. Skills Account Management Client Management Customer and Client Focus Issue Management Oral Communications Business Development Client Solutions Advisory Pipeline Management Prioritization Administrative Services Emotional Intelligence Referral Identification Written Communications Minimum Education High School Diploma / GED / Secondary School or equivalent. Shift & Hours 1st shift (United States of America). Hours per week: 37.5. Pay & Benefits Hourly pay range: $25.00 – $44.00, based on experience, education and skill set. Employees are eligible for an annual discretionary incentive plan. This role is benefits eligible and provides industry‑leading benefits, paid time off, and resources to support physical, emotional, and financial well‑being. #J-18808-Ljbffr