Top 11 Wealth management associate Jobs in Irvine, Ca

Registered Wealth Management Client Associate
Bank of America —Newport Beach, CA
- $25 - $45 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Wealth Management Associate
Morgan Stanley —Newport Beach, CA
- $68,000 - $120,000 a year
- Email
- 5 years
- Computer literacy
- Writing skills
2d
Associate Trader
CAPTRUST —Costa Mesa, CA
- $85,000 - $95,000 a year
- Full-time
- Office
- Finance
- Analysis skills
- Health savings account
- Disability insurance
6d
J.P. Morgan Wealth Management - Private Client Investment Associate-Vietnamese Speaking Preferred- Westminster, CA
JPMorganChase —Westminster, CA
- $26.93 - $37.02 an hour
- Full-time
- Mid-level
- Office
- Marketing
- Health insurance
- Tuition reimbursement
J.P. Morgan Wealth Management - Private Client Investment Associate -La Habra, CA
JPMorganChase —La Habra, CA
- $26.93 - $37.02 an hour
- Full-time
- Mid-level
- Office
- Marketing
- Health insurance
- Tuition reimbursement
Financial Planning Associate
Perigon Wealth Management —Irvine, CA
- Microsoft Excel
- Research
- Finance
- Dental insurance
- 401(k)
14d
Financial Consultant Associate
East West Bank —Irvine, CA
- $20 - $26 an hour
- Full-time
- Computer literacy
- Mid-level
- Office
- Opportunities for advancement
Paraplanner / Associate Financial Advisor
Ameriprise Financial —Irvine, CA
- $85,000 - $100,000 a year
- Full-time
- Research
- Mid-level
- Office
- Health insurance
- Paid time off
Associate Wealth Advisor
Raymond James Financial, Inc. —Brea, CA
- $70,304 - $110,000 a year
- Full-time
- Research
- Mid-level
- Office
- Profit sharing
- Paid holidays
Associate Wealth Advisor
Orange County's Federal Credit Union —Santa Ana, CA
- $70,304 a year
- Full-time
- Hybrid work
- Spanish
- Mid-level
- Office
- Paid holidays
- Health insurance
Quick Apply
5d

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Registered Wealth Management Client Associate

Bank of America -
Newport Beach, CA

Apply Now

Job Details

Full-time
$25 - $45 an hour

Qualifications

Investment
Customer communication
Series 7
Financial product expertise
Securities Industry Essentials
Experience practicing in the securities industry

Full 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 Wealth Management 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.

Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.

Responsibilities:

Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Required Qualifications:

Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66)
** If these licenses are not currently held, they must be obtained within a specified timeframe if being hired into a registered job code.**
Possesses advanced industry knowledge and an understanding of investment products
Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
Demonstrates a client-centric mindset, always acting in the best interest of the client
Has the ability to learn and adapt to new information and technology platforms

Desired Qualifications:

Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
Is detail oriented
Demonstrates a commitment to continuous learning and professional growth
Exhibits sound judgment and discretion when handling sensitive information
Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
Demonstrates professional verbal and written communication skills

Skills:

Account Management
Client Management
Customer and Client Focus
Issue Management
Oral Communications
Business Development
Client Solutions Advisory
Pipeline Management
Prioritization
Administrative Services
Emotional Intelligence
Referral Identification
Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

“Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy”

**The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA

Shift:

1st shift (United States of America)

Hours Per Week:

37.5

Apply Now

Refine Your Search

wealth management associate jobs in irvine, ca

Registered Wealth Management Client Associate

Wealth Management Associate

Associate Trader

J.P. Morgan Wealth Management - Private Client Investment Associate-Vietnamese Speaking Preferred- Westminster, CA

J.P. Morgan Wealth Management - Private Client Investment Associate -La Habra, CA

Financial Planning Associate

Financial Consultant Associate

Paraplanner / Associate Financial Advisor

Associate Wealth Advisor

Associate Wealth Advisor

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