LosAngelesRecruiter Since 2001
the smart solution for Los Angeles jobs

Registered Wealth Management Client Associate (FP)

Company: Merrill
Location: El Segundo
Posted on: April 10, 2021

Job Description:

Job Description: 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). Shift: 1st shift (United States of America). Hours Per Week: 37.5

Keywords: Merrill, Los Angeles , Registered Wealth Management Client Associate (FP), Executive , El Segundo, California

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Executive Jobs


Operations Manager - Restaurant
Description: GENERAL SUMMARY: The Operations Manager -He/she has the primary responsibility of supporting the General Manager in day to day operations of the restaurant conveying the Cane's culture to his/her Crewmembers (more...)
Company: Raising Cane's
Location: Azusa
Posted on: 04/14/2021

92Y Unit Supply Specialist - Warehouse Manager
Description: Job Description br br As a Unit Supply Specialist for the Army National Guard, you will ensure that your Unit and fellow Soldiers are well supplied and equipped for any mission. br br In this (more...)
Company: Army National Guard
Location: Bell Gardens
Posted on: 04/14/2021

Compliance Manager
Description: Welcome to the Anthem Careers site We have been hard at work to improve our job search and application systems to better serve you. It is now easier to find and apply for relevant jobs as well as stay (more...)
Company: Anthem, Inc.
Location: Cerritos
Posted on: 04/14/2021


Director 1, Systems Engineering & Integration IPT Lead
Description: Category: EngineeringLocation: Redondo Beach, CaliforniaUS Citizenship Required for this Position: YesClearance Type: Top SecretTelecommute: No -Teleworking not available for this positionShift: 1st ShiftTravel (more...)
Company: Northrop Grumman
Location: Redondo Beach
Posted on: 04/14/2021

Manager Electrical Engineering 3 (TS, SCI, OR SSBI)
Description: Embark on a career putting innovative, reliable, and agile products and ideas into orbit, and beyond. Northrop Grumman has opportunities waiting for you that play a vital role in human space exploration, (more...)
Company: Northrop Grumman
Location: Redondo Beach
Posted on: 04/14/2021

Systems Engineering Manager 2 (TS/SCI)
Description: At Northrop Grumman we develop cutting-edge technology that preserves freedom and advances human discovery. Our pioneering and inventive spirit has enabled us to be at the forefront of many technological (more...)
Company: Northrop Grumman
Location: Redondo Beach
Posted on: 04/14/2021

Director 1, Systems Engineering & Integration IPT Lead
Description: Job Description - Director 1, Systems Engineering Integration IPT Lead 21007609 Director 1, Systems Engineering Integration IPT Lead Requisition ID : 21007609 Location US Citizenship Required for (more...)
Company: CTI Education Group
Location: Redondo Beach
Posted on: 04/14/2021

Manager, Network Engineering and Operations
Description: Manager, Network Engineering and Operations PlayStation isn't just the Best Place to Play -it's also the Best Place to Work. We've thrilled gamers since 1994, when we launched the original PlayStation. (more...)
Company: PlayStation Network
Location: Aliso Viejo
Posted on: 04/14/2021

Shift Manager
Description: Description br br Working at Pizza Hut-- is about making hungry people happy. It's about being independent and having fun, making new friends and earning extra cash. If you're ready to take the next (more...)
Company: Pizza Hut
Location: Rowland Heights
Posted on: 04/14/2021

Director of Pharmacy - Palomar Rehabilition InstituteEscondido, California
Description: We are continuing our COVID-19 best practices. You may expect to have more digital experiences in the Kindred interview process. Director of Pharmacy - Palomar Rehabilition Institute Escondido, California (more...)
Company: Kindred Healthcare, Inc.
Location: Poway
Posted on: 04/14/2021

Log In or Create An Account

Get the latest California jobs by following @recnetCA on Twitter!

Los Angeles RSS job feeds