Jobs in the United States

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Added 1 hour ago
BO
Relationship Banker - Atlantic City SW NJ Market
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 hour ago
BO
Relationship Banker - Trenton-Princeton Market
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 4 hours ago
Global Banking & Markets Operations-New York-Associate-Asset Servicing
Campus
NY
…leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations,…
Added 4 hours ago
Relationship Banker - Lansdale Financial Center
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 4 hours ago
Relationship Banker - PA North 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 5 hours ago
Relationship Banker - 15th and Locust Financial Center
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 7 hours ago
TB
Associate Banker II -Part Time 30 hrs - Tilton, NH
TD Bank
Tilton, NH
- Part-time
The Banking Associate is a professional in banking, plays a key role in delivering TD’s Brand promise at a store location. This role is accountable for accurately completing everyday…
Added 8 hours ago
Financial Center Manager III (Harrison)
First Financial Bank
Harrison, OH
Added 8 hours ago
Financial Center Manager II (Van Wert)
First Financial Bank
Van Wert, OH
Added 15 hours ago
Private Wealth Client Associate
Bank of America
Charlotte, NC
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 18 hours ago
Private Wealth Client Associate
Bank of America
Atlanta, GA
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 18 hours ago
Private Wealth Client Associate
Bank of America
Newport Beach, CA
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 20 hours ago
Registered Private Wealth Client Associate
Bank of America
New York, NY
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
Tax Associate II
UMB BANK NA
Overland Park, KS · Denver, CO
As the Tax Associate II, you will deliver tax services to Private Wealth Management clients with a primary focus on servicing lower value client segments.
Added 1 day ago
Operations Analyst Technician
ARMA Global Corporation
United States
Readiness assessment of individual client members through document preparation, updating, and storage.
Added 1 day ago
ML
Private Wealth Client Associate
Merrill Lynch, Pierce, Fenner & Smith Inc
United States
- $25 to $44 USD / hour
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
Private Wealth Client Associate
Merrill Lynch, Pierce, Fenner & Smith Inc
United States
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
Private Wealth Client Associate
Merrill Lynch, Pierce, Fenner & Smith Inc
United States
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
ML
Registered Private Wealth Client Associate
Merrill Lynch, Pierce, Fenner & Smith Inc
NY
- $25 to $45 USD / hour
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
Associate Banker II (20 Hours Weekly) - Fort Lauderdale/East Sunrise (Bilingual Spanish Preferred)
TD Bank
Fort Lauderdale, FL
Demonstrates broad knowledge of banking products and services to utilize insights, tools and resources to evaluate and recommend client solutions
Added 1 day ago
Wealth Management Client Associate - Bilingual Spanish Preferred
Bank of America
Miami, FL
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
Associate Banker I- Seaside Heights, NJ (20 hours)
TD Bank
Seaside Heights, NJ
Demonstrates knowledge of basic banking products and services to utilize insights, tools and resources to evaluate and recommend client solutions
Added 1 day ago
Associate Banker I- Stratford, NJ (40 hours)
TD Bank
Stratford, NJ
Demonstrates knowledge of basic banking products and services to utilize insights, tools and resources to evaluate and recommend client solutions
Added 1 day ago
Associate Banker I- Manchester, NJ (20 hours)
TD Bank
Manchester, NJ
Demonstrates knowledge of basic banking products and services to utilize insights, tools and resources to evaluate and recommend client solutions
Added 1 day ago
Associate Banker I- Manchester, NJ (30 hours)
TD Bank
Manchester, NJ
Demonstrates knowledge of basic banking products and services to utilize insights, tools and resources to evaluate and recommend client solutions

Merrill Lynch, Pierce, Fenner & Smith Inc

Wealth Management Client Associate

United States

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Job details

Posting language: English
Posted: Oct 30, 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 that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that 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 journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

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:

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:

Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
Possesses industry knowledge and an understanding of investment products
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

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

“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

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