Registered Wealth Administration Consumer Affiliate


Job title: Registered Wealth Management Client Associate

Company: Bank of America

Job description: Job title:

Business Overview

Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services to individuals, corporations and institutions. Merrill Lynch Wealth Management is one of the largest companies of its kind in the world that specializes in goal-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 lives they envision through a one-on-one relationship with an advisor committed to their needs. We believe that trust comes from transparency. Our trusted financial advisors are equipped with access to the investment insights of Merrill Lynch combined with the banking convenience of Bank of America.


The Client Associate (CA) role is a sales support position, typically providing customized operational and sales support to various financial advisors (FA’s). The incumbents can also support office initiatives on a regular basis, as well as the work of designated football associations. For established clients, CA is often the most common point of contact with Merrill Lynch. CA is fully registered (Series 7 and 66 (63/65). Paid in whole or in part by the Football Association.

required skills

  • Minimum 1+ years professional experience or related training required
  • If you do not currently hold Series 7 & 66 or 63/65 licenses, they must be obtained within a specified time frame if you are assigned to a registered job code
  • Knowledge of investment and banking policies and procedures
  • Strong customer service and technical skills (MS Word & Excel)
  • Strong communication, time management and organizational skills

required skills

  • Bachelor’s degree

Please be aware that under current Company policy, Merrill Lynch does not sponsor solicitation of a visa or other work permits, and the Company will not provide assistance with the transition for this position.

Note: In addition to any of the Client Partner roles (Registered, Partially Registered, or Unregistered), this position may be assigned to any of the Special Wealth Partners roles (Registered, Partially Registered, or Unregistered).

Shift: 1st shift (USA)

Number of hours per week: 37.5

Expected salary:

Location: Los Angeles, CA

Job date: Sat, 05 Jun 2021 07:08:23 GMT

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