SanJoseCARecruiter Since 2001
the smart solution for San Jose jobs

Client Associate

Company: Bank of America
Location: San Jose
Posted on: December 5, 2019

Job Description:

Job Description: Business Overview 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. Description 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, 63, 65, & 66). Fully paid or partially paid by the FA. Qualifications ? Undergraduate degree preferred, ? Minimum of 1+ years professional or relevant internship experience required ? Series 7 & 63/65 or 66 registration preferred; if hired without licenses, depending on the needs of the business, you may be required to obtain registrations ? Knowledge of investment and banking products, policies & procedures is required ? Strong client service & technical skills (MS Word & Excel) ? Strong communication, time management and organizational skills are required 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

Keywords: Bank of America, San Jose , Client Associate, Other , San Jose, California

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Other Jobs


Full-Stack Software Engineer
Description: Join Hired and find your dream job as a Full-Stack Software Engineer at one of 10,000 companies looking for candidates just like you. Companies on Hired apply to you, not the other way around. You'll (more...)
Company: HIRED
Location: San Rafael
Posted on: 12/11/2019

Emergency Department - ED/ER RN - Travel (San Rafael)
Description: Registered Nurse. Travel
Company: HealthCare Traveler Jobs
Location: San Rafael
Posted on: 12/11/2019

Security Officer - Retirement Community
Description: Allied Universal is seeking Professional Security Officers. Our Security Officers allow us to contribute to our companys core purpose of providing unparalleled service, systems and solutions to serve, (more...)
Company: Allied Universal
Location: San Rafael
Posted on: 12/11/2019


CDL-A or B Local Truck Driver - Dedicated Home Daily
Description: CDL-A or B Local Truck Driver - Dedicated Home Daily Your Miles Take You Further On Local Runs With Hub Group At Hub Group, we believe in employing the best drivers on the road, and we do so
Company: Hub Group Trucking
Location: San Rafael
Posted on: 12/11/2019

Coronary Care Unit - CCU RN - Travel (San Rafael)
Description: Registered Nurse. Travel
Company: HealthCare Traveler Jobs
Location: San Rafael
Posted on: 12/11/2019

Lot Associate
Description: Job DescriptionLot Associates assist customers with the loading of their vehicles and also monitor
Company: Home Depot
Location: San Rafael
Posted on: 12/11/2019

Oncology Adult & Pediatrics - ONC RN - Travel (San Rafael)
Description: Registered Nurse.
Company: HealthCare Traveler Jobs
Location: San Rafael
Posted on: 12/11/2019

Amazon Warehouse Worker
Description: br br Warehouse Team Member Seasonal, Part-Time, Flexible Hours br br Shifts: br Over-night, Early Morning, Day, Evening, Weekend br br SUN/MON/TUE 07:00 AM-03:00PM br SUN/MON/TUE 8:00PM-04:00AM (more...)
Company: Amazon Workforce Staffing
Location: San Rafael
Posted on: 12/11/2019

Backend Engineer
Description: Join Hired and find your dream job as a Backend Engineer at one of 10,000 companies looking for candidates just like you. Companies on Hired apply to you, not the other way around. You'll receive salary (more...)
Company: HIRED
Location: San Rafael
Posted on: 12/11/2019

Medical Surgical - Med/Surg RN - Travel (San Rafael)
Description: Registered Nurse.
Company: HealthCare Traveler Jobs
Location: San Rafael
Posted on: 12/11/2019

Log In or Create An Account

Get the latest California jobs by following @recnetCA on Twitter!

San Jose RSS job feeds