Wealth Management Client Associate

Job description

• Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.
• Merrill 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's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.
• We believe trust comes from transparency.
• Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
• Merrill is committed to an in-office culture that supports collaboration, engagement, and career development.
• Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
• At Merrill, we empower you to bring your whole self to work.
• We value the unique perspectives in our thoughts, business, and within our employees and clients.
• Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
• These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve