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Wealth Management Client Associate

Bank of America | Lexington KY 40598 USA | Full Time | Posted: 01/15/2021

Job Descriptiontop

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.


Musgrave Dunn & Associates is a team of advisors within Merrill Lynch Wealth Management which provides financial planning and investment management services to 180 high net worth families and entities throughout the United States.  Musgrave Dunn & Associates manages over $800 million of our clients’ wealth.

The Wealth Management 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 Wealth Management CA (Series 7 & 66 (63/65)). Fully paid or partially paid by the FA.

Duties and Responsibilities:

·Create and maintain, with collaboration of all team members, the team’s unique value statement

· Coordinate the development and execution of the team’s marketing and business development plan in support of growth goals established by the team

·Manage and maintain client and prospect communication program

·Maintain the team’s digital presence utilizing firm-approved platforms

·Create marketing materials by leveraging firm-approved, turn-key tools

· Interact with high net worth families and their professional advisors to identify and meet service needs and concern

·Assist the team with delivering an extraordinary overall client experience

·Work and collaborate with a multi-person team

·Maintain and enhance knowledge of the financial services industry and client acquisition through continuing education and development

·This role is Marketing focused

Required Skills:

  • Minimum of 1+ year’s professional or relevant internship experience

  • If Series 7 and 66 licenses or Series 7, 63 and 65 licenses are not currently held, must be obtained within a specified timeframe if being hired into a registered job code

  • Knowledge of investment and banking products, policies & procedures

  • Strong client service & technical skills (MS Word & Excel)

  • Strong communication, time management, and organizational skills 

Desired Skills:

  • Undergraduate degree

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).


1st shift (United States of America)

Hours Per Week: 


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Location Lexington, KY, 40598, United States
Categories Unspecified

Location Maptop

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Job Code 20051278

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