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Registered Wealth Management Client Associate - Fort Collins

Company: Bank of America
Location: Fort Collins
Posted on: January 9, 2022

Job Description:

Registered Wealth Management Client Associate - Fort CollinsFort Collins, Colorado**Job Description:****Business Overview**Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.Merrill Lynch's financial advisors help clients pursue the life they envision through a one-on-one relationship with an advisor committed to their needs. We believe trust comes from transparency. Our trusted financial advisors are equipped with access to the investment insights of Merrill Lynch coupled with the banking convenience of Bank of America.**Description**The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FA's. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch. Fully registered CA (Series 7 & 66 (63/65)). Fully paid or partially paid by the FA.**Required Skills**+ Minimum of 1+ years professional or relevant internship experience required+ Series 7 & 66 or 63/65 licenses preferred; if hired without licenses, depending on the needs of the business, you may be required to obtain registrations within a specified timeframe if being hired into a registered job code+ Knowledge of investment and banking products, policies & procedures+ Strong client service & technical skills (MS Word & Excel)+ Strong communication, time management and organizational skills**Desired Skills**+ Undergraduate Degree_Please be advised that under current company policy, Merrill Lynch does not sponsor a visa petition or other work authorization, nor will the company provide relocation assistance, for this position.__NOTE: In addition to any of the Client Associate roles (Registered, Partially Registered or Non-Registered), this position may be hired into any of the Private Wealth Associate roles (Registered, Partially Registered or Non-Registered)._Note to internal employees: Note to internal employees: This position is eligible for a $2,500 referral bonus through the MyRecruit program. To qualify, your referral must be fully licensed (Series 7, 66 or 63/65) at the time of hire.**Job Band:**H7**Shift:**1st shift (United States of America)**Hours Per Week:**37.5**Weekly Schedule:****Referral Bonus Amount:**2500**Job Description:****Business Overview**Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.Merrill Lynch's financial advisors help clients pursue the life they envision through a one-on-one relationship with an advisor committed to their needs. We believe trust comes from transparency. Our trusted financial advisors are equipped with access to the investment insights of Merrill Lynch coupled with the banking convenience of Bank of America.**Description**The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FA's. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch. Fully registered CA (Series 7 & 66 (63/65)). Fully paid or partially paid by the FA.**Required Skills**+ Minimum of 1+ years professional or relevant internship experience required+ Series 7 & 66 or 63/65 licenses preferred; if hired without licenses, depending on the needs of the business, you may be required to obtain registrations within a specified timeframe if being hired into a registered job code+ Knowledge of investment and banking products, policies & procedures+ Strong client service & technical skills (MS Word & Excel)+ Strong communication, time management and organizational skills**Desired Skills**+ Undergraduate Degree_Please be advised that under current company policy, Merrill Lynch does not sponsor a visa petition or other work authorization, nor will the company provide relocation assistance, for this position.__NOTE: In addition to any of the Client Associate roles (Registered, Partially Registered or Non-Registered), this position may be hired into any of the Private Wealth Associate roles (Registered, Partially Registered or Non-Registered)._Note to internal employees: Note to internal employees: This position is eligible for a $2,500 referral bonus through the MyRecruit program. To qualify, your referral must be fully licensed (Series 7, 66 or 63/65) at the time of hire.**Shift:**1st shift (United States of America)**Hours Per Week:**37.5Learn more about this roleFull timeJR-21084343Band: H7Manages People: NoTravel: NoManager:Talent Acquisition Contact:Elizabeth SchaeferReferral Bonus:2500Colorado job seekers**Colorado pay range:**$ 21.00 - $ 30.50hourly pay, offers to be negotiated based on experience, education and skill set.**Discretionary incentive eligible**This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.**Benefits**This role is currently benefits eligible . We provide industry-leading benefits, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.To view Bank of America's Drug-free workplace and alcohol policy, CLICK HERE .

Keywords: Bank of America, Fort Collins , Registered Wealth Management Client Associate - Fort Collins, Executive , Fort Collins, Colorado

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