Jobs in the United States

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Added 3 hours ago
Events & Sponsorships Marketing Intern
UMB Bank
Kansas City, MO
…assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and…
Added 3 hours ago
Financial Center Manager III (Monfort Heights)
First Financial Bank
Cincinnati, OH
Added 10 hours ago
Operations Manager II
Fremont Bank
Walnut Creek, CA
Deep community involvement and local reinvestment
Added 11 hours ago
Commercial Relationship Manager
Virtual Office, MI
Develops new and expands existing client relationships by initiating business development activities, proactively reviewing client’s current and changing financial needs, and cross selling…
Added 12 hours ago
Relationship Banker
Columbia Bank
Poulsbo, WA
Relationship Bankers build meaningful, long-term client relationships by exhibiting Breakthrough Client Service Standards and providing customized solutions to help clients achieve their…
Added 12 hours ago
Relationship Banker
Columbia Bank
Meridian, ID
Relationship Bankers build meaningful, long-term client relationships by exhibiting Breakthrough Client Service Standards and providing customized solutions to help clients achieve their…
Added 12 hours ago
Assistant Branch Manager
Columbia Bank
Modesto, CA
Develops and maintains strong, long-term relationships with consumers and businesses in local community and consistently provides proactive solutions and problem resolutions in alignment…
Added 12 hours ago
Assistant Branch Manager
Columbia Bank
Copperopolis, CA
Develops and maintains strong, long-term relationships with consumers and businesses in local community and consistently provides proactive solutions and problem resolutions in alignment…
Added 18 hours ago
Registered Wealth Management Client Associate
Bank of America
Greenwich, CT · Stamford, CT
Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their…
Added 1 day ago
Senior Banker II - Clemson Main Financial Center
Bank of America, National Association
United States
This job is responsible for helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists.…
Added 1 day ago
Senior Banker - Waltons Corner Financial Center
Bank of America, National Association
United States
…contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to…
Added 1 day ago
BO
Senior Banker - Belmont Shore Financial Center
Bank of America, National Association
United States
- $25.97 to $31.75 USD / hour
…contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to…
Added 1 day ago
Relationship Banker - Coastal Carolinas Market - Pawleys, SC Area
Bank of America, National Association
United States
…backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership…
Added 1 day ago
Commercial Associate – Global Commercial Banking - Dealer Financial Services - (Dallas, Chicago, Houston, Charlotte)
Bank of America, National Association
United States
This job is responsible for delivering analytical research and data-driven insights to support commercial banking client and prospect needs with banking and product partners. Key…
Added 1 day ago
Commercial Associate – Global Commercial Banking - Dealer Financial Services, National Accounts Team - (Charlotte)
Bank of America, National Association
United States
This job is responsible for delivering analytical research and data-driven insights to support commercial banking client and prospect needs with banking and product partners. Key…
Added 1 day ago
Senior Banker - Riverchase Financial Center - Bilingual Spanish Required
Bank of America, National Association
United States
…contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to…
Added 1 day ago
BO
Relationship Banker- Oakland Area
Bank of America, National Association
United States
- $25 to $26.77 USD / hour
…backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership…
Added 1 day ago
BO
Relationship Banker-Cantonese Required
Bank of America, National Association
United States
- $25 to $26.77 USD / hour
…backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership…
Added 1 day ago
BO
Relationship Banker-Spanish Required
Bank of America, National Association
United States
- $25 to $26.77 USD / hour
…backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership…
Added 1 day ago
BO
Relationship Banker
Bank of America, National Association
United States
- $25 to $26.77 USD / hour
…backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership…
Added 1 day ago
Registered Wealth Management Client Associate
Bank of America
Lufkin, TX
Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their…
Added 1 day ago
Wealth Management Client Associate
Bank of America
Dallas, TX
Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their…
Added 1 day ago
Relationship Banker - Sarasota Market
Bank of America, National Association
United States
…backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership…
Added 1 day ago
Relationship Banker - Pinellas Bradenton Market
Bank of America, National Association
United States
…backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership…
Added 1 day ago
Relationship Banker - Pinellas Bradenton Market
Bank of America, National Association
United States
…backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership…

Merrill Lynch, Pierce, Fenner & Smith Inc

Registered Private Wealth Client Associate

NY, United States

$25 to $45 USD / hour

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Job details

Pay: $25 to $45 USD / hour
Posting language: English
Posted: Oct 31, 2026

Original job description

Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill 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’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

Job Description:

This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.

Responsibilities:

Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Required Qualifications:

Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66) ** If these licenses are not currently held, they must be obtained within a specified timeframe if being hired into a registered job code.**
Possesses advanced industry knowledge and an understanding of investment products
Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
Demonstrates a client-centric mindset, always acting in the best interest of the client
Has the ability to learn and adapt to new information and technology platforms

Desired Qualifications:

Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
Is detail oriented
Demonstrates a commitment to continuous learning and professional growth
Exhibits sound judgment and discretion when handling sensitive information
Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
Demonstrates professional verbal and written communication skills

Skills:

Account Management
Client Management
Customer and Client Focus
Issue Management
Oral Communications
Business Development
Client Solutions Advisory
Pipeline Management
Prioritization
Administrative Services
Emotional Intelligence
Referral Identification
Written Communications

Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the Workplace Excellence policy

Shift:

1st shift (United States of America)

Hours Per Week:

37.5

Pay Transparency details

US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)

Pay and benefits information

Pay range

$25.00 - $45.00 hourly pay, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

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