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.
The Dyer Group is a high net worth wealth management team inside Merrill’s Private Wealth division. With offices in New York City and Greenwich, Connecticut our team of professionals serves the diverse and complex financial needs of wealthy individuals, executives, families and trusts. With nearly 50 relationships who have entrusted us with over $2.3 Billion in assets and liabilities as of March 2021 we act as financial advisor, investment manager and trusted advocate. Our key strength is a highly customized approach to the demands of significant wealth. Clients value our organizational and analytical skills, our rigorous wealth management and investment advice and our full service approach that supports their financial lives. It is our distinct privilege to serve an elite group of people who are accustomed to doing things very well.
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.
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
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Located in midtown Manhattan, we’re right across from Bryant Park and a short walk to Times Square, Broadway theaters, Grand Central Station, excellent shops and world-class restaurants.