LosAngelesRecruiter Since 2001
the smart solution for Los Angeles jobs

Registered Private Wealth Client Associate

Company: Merrill
Location: Los Angeles
Posted on: April 10, 2021

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. If Series 7 & 66 or 63/65 licenses are not currently held, must be obtained 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 Private Wealth Client Associate, Other , Los Angeles, California

Click here to apply!

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

I'm looking for
in category
within


Other Other Jobs


Postmates: Part Time Delivery Driver
Description: Job DescriptionPostmates
Company: Postmates
Location: San Gabriel
Posted on: 04/18/2021

Warehouse - General Laborer
Description: Job DescriptionGeneral Labor position for a cabinetry warehouse. Ability to lift 75 pounds required When working in a warehouse environment,
Company: Bluecrew
Location: Rowland Heights
Posted on: 04/18/2021

CDL A Local Yard Truck Driver - Home Daily
Description: Local CDL-A Yard Truck Driver Jobs at Ashley Distribution Services LTD Ambassadors Wanted: Home Daily Yard Positions Available Ashley Distribution Services LTD, voted one of the best
Company: Ashley Distribution Services
Location: Yucaipa
Posted on: 04/18/2021


Field Engineer
Description: Role- Support Engineer L1 Noc Team Location- San
Company: West Coast Consulting LLC
Location: San Gabriel
Posted on: 04/18/2021

Hair Stylist - Yucaipa Marketplace
Description: Stylist br br At Great Clips, we know that stylists like you are most happy when they're cutting hair, so at a Great Clips salon, that's exactly what you get to do Want to be the best stylist in (more...)
Company: Great Clips
Location: Yucaipa
Posted on: 04/18/2021

AmeriCorps Service, Team Member
Description: Travel the country. Make an impact. Earn money for school. br br Travel the country and make an impact on communities in need AmeriCorps NCCC National Civilian Community Corps is a full-time service (more...)
Company: AmeriCorps NCCC
Location: San Gabriel
Posted on: 04/18/2021

Local CDL A Company Truck Driver - Home Daily
Description: Truck Driver Benefits Home daily br Competitive annual salary br Potential extra day pay on top of salary br 2,500 raise after 90 days 2,500 raise on your anniversary
Company: Carvana
Location: San Gabriel
Posted on: 04/18/2021

Massage Envy: Massage Therapist Start Today
Description: Overview '' NOW Hiring Full Time
Company: Massage Envy
Location: Rowland Heights
Posted on: 04/18/2021

FT & PT Package Handler - Warehouse
Description: Auto req ID: 271187BR br br Job Summary br br FedEx Ground is an essential business that needs people to help us support the economy, handling life-saving medications and other items that keep (more...)
Company: FedEx
Location: Yucaipa
Posted on: 04/18/2021

Marten Transport - West: Cdl Truck Driver - Home Bi-Weekly - Earn $1, 300/Week Guaranteed
Description: Job DescriptionTruck Driving
Company: Marten Transport - West
Location: Yucaipa
Posted on: 04/18/2021

Log In or Create An Account

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

Los Angeles RSS job feeds