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 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.
Opportunity to work with a top performing team in Private Wealth Management at One Bryant Park, NY. Client-facing role that involves direct interaction with UHNW families. Opportunity to expand knowledge base relating to investment management, wealth transfer, charitable giving, and family dynamics of UHNW families. Strong team culture and collaborative work environment.
Merrill Private Wealth Management delivers a boutique-like experience to individuals, families, business owners and executives with substantial wealth. Merrill Private Wealth Advisors and their teams will guide clients in accessing specific wealth management strategies personalized to their individual needs. Our position offers the opportunity to work with a top performing Private Wealth Management team in the beautiful Bank of America Tower at One Bryant Park in Midtown Manhattan. This is a role that involves direct interaction with Ultra High Net Worth clients, providing avenues to expand one’s knowledge base relating to investment management, wealth transfer, charitable giving, and family dynamics. Our hires thrive amidst a strong team culture and collaborative work environment
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
Learn more about this role
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.