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 Read more […]