Registered Private Wealth Client Associate
Not Disclosed•Full-TimeOn-site
location_on1251, Folsom Street, West SoMa, Civic Center, South of Market, San Francisco, California, 94103, United States
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. As one of the largest businesses of its kind in the world, we specialize in goals-based wealth management, helping clients plan for retirement, education, legacy, and other life goals through expert investment advice and guidance.
Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. We believe trust comes from transparency. At Merrill, we empower you to bring your whole self to work, valuing the unique perspectives individuals bring from all backgrounds and careers—whether gained through military service, community college education, or a wide range of work and life experiences. These diverse journeys foster resilience, leadership, and innovation, strengthening our workforce and positively impacting the communities we serve.
The Registered Private Wealth Client Associate serves as a vital support pillar for Financial Advisors (FAs), providing client service support to potentially multiple advisors. This role is designed to help clients pursue the life they envision through a personal relationship with their advisory team.
As the most frequent point of contact within Merrill, you will address all service needs of clients, ensuring timeliness, accuracy, and completeness in all materials. You will act as a key advocate for the FA's business, customizing solutions based on specific needs while ensuring practices align with the bank's policies to protect clients and manage risk. Your day-to-day involves educating clients on banking offerings, deepening client relationships, and supporting team activities with a "client first" mindset.
Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. We maintain clear in-office expectations while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. If selected for this role, you may be required to work onsite in accordance with the Workplace Excellence policy.
Bank of America is an equal opportunity employer committed to creating a workplace free from discrimination. We consider qualified candidates without regard to race, religion, color, sex, sexual orientation, genetic information, gender identity, age, national origin, ancestry, citizenship, protected veteran or disability status, or any other factor prohibited by law. We also prohibit discrimination on other bases such as medical condition or marital status.
To proceed with your application, you must be at least 18 years of age. Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Please note that certain laws or regulations (FDIC and FINRA) restrict or prohibit the hiring of individuals with certain specified criminal history for this position. If you have a disability or sincerely held religious belief for which you need a reasonable accommodation, you must seek an accommodation through the Bank's required process before your first day of work.
Work model: On-site
1251, Folsom Street, West SoMa, Civic Center, South of Market, San Francisco, California, 94103, United States
San Francisco, California
Experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience; comfort operating in a fast-paced environment with changing and evolving responsibilities; detail-oriented; commitment to continuous learning and professional growth; sound judgment and discretion when handling sensitive information; strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce; professional verbal and written communication skills.
Skills: Microsoft Word, Excel, Powerpoint, Salesforce, Finra Securities Industry Essentials, Series 7, Series 66.
Education: High School Diploma / GED / Secondary School required.