Reg Private Wealth Assoc (FP) Job in Atlanta, Georgia US
Reg Private Wealth Assoc (FP)
Description The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's). This role is specific to PBIG and the CA who support Private Wealth Advisors. 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, candidate will need to acquire, 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. 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.