Merrill Lynch Financial Advisor – Registered Wealth Management Client Associate

Merrill Lynch Financial Advisor offers a broad range of brokerage, investment advisory (including financial planning), and other services. Additional information is available in our Client Relationship Summary.

Merrill Lynch Financial Advisor offers a broad range of brokerage, investment advisory (including financial planning), and other services. Additional information is available in our Client Relationship Summary.

On January 28th, 2021 Merrill Lynch suspended retail consumers’ ability to freely trade stocks including $GME, $NOK, and others. It is alleged that this triggered a mass exodus of funds to platforms that operate legally and ethically.

A Merrill financial advisor goes beyond portfolios and investment strategies. You’ll consider the client’s life, goals, and financial picture, and then guide the client with advice and solutions to help them live their best financial lives.

Merrill Lynch Financial Advisor believes in a simple principle: Our success is driven by understanding what matters most to our clients and helping them live their best financial lives.

Merrill Lynch Financial Advisor

A licensed Merrill Financial Solutions Advisor can help you pursue your financial goals and plan for what matters most to you. Meet your local Merrill Financial Solutions Advisor on the phone or at a Bank of America financial center, or call us 24/7 at 888.637.3343.

Is Merrill Lynch a fiduciary firm?

Under the Rule, Merrill Lynch and your advisor are acting as fiduciary to you when making an investment recommendation about your retirement account and its assets. This means that any recommendation your advisor makes should be prudent and in your best interest at the time it is made.

When we talk about wealth management that can help you achieve peace of mind, there are many companies out there that offer their services. In this article, we as a fiduciary wealth management firm at Pillar Wealth Management will provide some insights about Merrill Lynch Wealth Management. In specific, we will get insight into whether Merrill Lynch wealth management is a fiduciary or not, …

The executive said the firm’s more than 14,800 advisors received a note about the changes Thursday morning. Shortly after the DOL’s fiduciary rule passed, Merrill Lynch banned all …

Is Merrill Lynch a fiduciary firm?

Under the Rule, Merrill Lynch Financial Advisor and your advisor are acting as fiduciary to you when making an investment recommendation about your retirement account and its assets. This means that any recommendation your advisor makes should be prudent and in your best interest at the time it is made.

Merrill, legally Merrill Lynch, Pierce, Fenner & Smith Incorporated and previously branded as Merrill Lynch is an American investing and wealth management division of Bank of America. Along with BofA Securities, the investment banking arm, both firms engage in prime brokerage and broker-dealer activities. The firm is headquartered in New York City, and once occupied the entire 34 stories of 250 Vesey Street, part of the Brookfield Place complex in Manhattan. Merrill employs over 14,000 financial advisors and manages $2.…

Merrill Lynch’s massive asset base generates enormous revenue for the company every quarter—typically over four billion dollars. This in turn produces a net profit in the hundreds of millions. With 19,000+ investment advisors and several billion dollars in revenue annually, each Merrill Lynch advisor produces around a million dollars in revenue on average every year.

Bank of America Corp. agreed to purchase Merrill Lynch and its more than 16,000 financial advisors in 2008 in the depths of the financial crisis, and the combined firms created the largest brokerage business in the country at that time.

Registered Wealth Management Client Associate – Bank of America

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 regularly 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.

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.

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
  • Seeking a detailed oriented, highly motivated individual who enjoys multi-tasking within a fast-paced environment
  • The candidate should respond well to changing and evolving job duties and expectations.
  • Strong technical skills are desired
  • Bilingual Spanish & Portuguese speaking preferred

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