Private Wealth Client Associate
Company: Disability Solutions
Location: Pittsford
Posted on: April 20, 2024
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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 Private Wealth 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.At Merrill, we empower you to bring
your whole self to work. We value diversity in our thoughts,
business, and within our employees and clients. Our Wealth
Management team represents an array of different backgrounds and
bring their unique perspectives, ideas, and experiences, helping to
create a work community that is culture driven, resilient, results
focused and effective.Position Overview:The Private Wealth Client
Associate role is a sales support position, typically providing
dedicated operational and sales support to multiple Financial
Advisors (FA). Incumbents may also on a regular basis, support
office initiatives, in addition to the businesses of a particular
Financial Advisor. For established clients, the Client Associate
will often serve as the most frequent point of contact with Merrill
Wealth Management.Specific responsibilities include, but are not
limited to:
Keywords: Disability Solutions, Irondequoit , Private Wealth Client Associate, Other , Pittsford, New York
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