1 day old
2018-05-202018-06-19

Registered Private Wealth Associate

Bank of America
New York, NY
  • Job Code
    bankofamerica-18002158NewYorkNY
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Company Bank of America

Job Title Registered Private Wealth Associate

Jobid bankofamerica-18002158NewYorkNY

Location: New York, NY, 10176, USA

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.



**Background on the Dyer Group**



The Dyer Group is a wealth management team in the Private Banking and Investment Group (PBIG) at Merrill Lynch. With offices in New York City and Greenwich, Connecticut, our team of professionals serves the diverse and complex financial needs of ultra-high net worth individuals, executives, families and trusts.Leveraging the combined capabilities of Merrill Lynch and Bank America, we provide advice for our client’s most significant financial challenges. Clients include public and private company executives or owners, partners or executives in the financial services industry and established families.



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).



**Posting Date** : 02/23/2018



**Location** :

New York, NY, BANK OF AMERICA TOWER, ONE BRYANT PARK,

- United States



**Travel** : No



**Full / Part-time** : Full time



**Hours Per Week** : 37.5



**Shift** : 1st shift



**Assistance for Applicants with Disabilities**



Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please visit the Applicants with Disabilities page at http://careers.bankofamerica.com/us/applicants-with-disabilities .



**Diversity & Inclusion**



At Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.



**Frequently Asked Questions**



Need to know how to apply online, view a list of your submitted job applications or reset your password? Visit our FAQ at http://careers.bankofamerica.com/us/faq section for answers to these questions and more.



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Registered Private Wealth Associate

Bank of America
New York, NY

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Bank of America
New York, NY

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