Registered Wealth Management Client Associate

Company Description Founded in 1914, Merrill is a globally recognized leader in wealth management. With a commitment to understanding clients' financial needs, Merrill advisors combine expertise and personalized strategies to help clients achieve their goals. Leveraging insights from both Merrill and Bank of America, the firm offers comprehensive solutions in areas such as investment management, retirement planning, philanthropy, and small business services. Merrill Lynch is part of Bank of America Corporation’s Global Wealth & Investment Management business, providing innovative and tailored financial guidance to clients worldwide. Role Description This is a full-time, on-site role for a Registered Wealth Management Client Associate based in Summit, NJ. In this role, you will provide support to clients and financial advisors by assisting with administrative tasks, responding to client inquiries, and ensuring regulatory compliance. You will play a key role in preparing financial documents, maintaining organized client records, and facilitating transactions. Additionally, you will engage in scheduling client meetings, contributing to financial planning efforts, and supporting investment strategy decisions. Qualifications Expertise in Financial Planning and InvestmentsStrong Communication skills, including the ability to interact with clients and team members professionallyProficiency in Analytical Skills and Finance, with a focus on accuracy and detailFamiliarity with investment strategies, market trends, and wealth management principlesOrganizational and time-management skills to support a multi-faceted team environmentBachelor’s degree in Finance, Economics, Business, or a related field preferredFINRA Series 7 and Series 63/66 licenses are preferred or must be obtained within a specified time frameProficiency in financial software and CRM tools is advantageous