Top 59 Wealth management client Jobs in York, Pa

Wealth Management Client Associate
Bank of America —York, PA
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Community Banking Specialist
ACNB BANK —Dillsburg, PA
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Paid holidays
- Health insurance
Quick Apply
Senior Tax Manager
Everforth, Cybercoders —Camp Hill, PA
- $120,000 - $170,000 a year
- Full-time
- CPA
- Research
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
Financial Services Professional - Hybrid Remote (PA)
Bankers Life —Harrisburg, PA
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Private Wealth Management Advisor
uFinancial Group —Mechanicsburg, PA
- $50,000 - $75,000 a year
- Full-time
- Hybrid work
- Financial services
- Entry level
Quick Apply
Financial Advisor - PNC Wealth Management
PNC Financial Services Group —York, PA
- Full-time
- Public speaking
- Mid-level
- Office
- Wellness program
- Health savings account
Client Associate/Registered Client Associate
Royal Bank of Canada —Lancaster, PA
- Full-time
- Sales
- Research
- Office
Wealth Advisor - PNC Wealth Management
PNC Financial Services Group —Maryland Line, MD
- $63,750 - $127,500 a year
- Full-time
- Public speaking
- Mid-level
- Office
- Wellness program
- Health savings account
7d
Wealth Advisor
F.N.B. Corp. —Lancaster, PA
- Full-time
- Microsoft Word
- Bachelor of Science
- Office
Vice President, Regional Branch Manager
LPL Employee Services —Harrisburg, PA
- $204,867 - $350,000 a year
- Full-time
- 7 years
- Office
- Bachelor's degree
- Health insurance
- Paid time off
Quick Apply
Financial Advisory - Associate Advisor
Kestra Financial —Lancaster, PA
- Full-time
- Microsoft Word
- Microsoft Excel
- Mid-level
- Health insurance
- 401(k)
Quick Apply
Financial Advisor- Wealth Management
Merit Financial Advisors —Hershey, PA
- Full-time
- Mid-level
- Finance
- Bachelor's degree
- Health savings account
- Paid holidays
Quick Apply
Sales Operations Advisor (Hybrid) Harrisburg, PA
Integrity Marketing Group —Harrisburg, PA
- Full-time
- Mid-level
- Contracts
- Health savings account
- Paid holidays
Quick Apply
Financial Advisors
Savant —York, PA
- $150,000 - $175,000 a year
- Full-time
- 5 years
- Senior level
- Leadership
Senior Portfolio Manager
RKL Wealth Mgmt LLC —Lancaster, PA
- $140,000 - $160,000 a year
- Weekends as needed
- 7 years
- Microsoft Excel
- Microsoft Outlook
Quick Apply
Director Commercial Real Estate Banking
Fulton Bank —Lancaster, PA
- $250,300 - $417,200 a year
- Full-time
- Hybrid work
- 11+ years
- Office
- Finance
- Wellness program
- Health savings account
7h
Client Service Associate
LPL Financial Corp —Harrisburg, PA
- $23.52 - $39.17 an hour
- Full-time
- Microsoft Excel
- Research
- Office
- Health insurance
- Paid time off
Quick Apply
6h
Branch Service Manager/Sr. Registered Client Associate
Royal Bank of Canada —Lancaster, PA
- Full-time
- Sales
- Mid-level
- Office
Wealth Management Trainee (PA)
Bankers Life —Harrisburg, PA
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Portfolio Manager
RKL Wealth Mgmt LLC —Lancaster, PA
- $100,000 - $120,000 a year
- Weekends as needed
- Microsoft Excel
- Microsoft Outlook
- Research
Quick Apply

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Wealth Management Client Associate

Bank of America -
York, PA

Apply Now

Job Details

Full-time

Qualifications

Customer communication
High school diploma or GED

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 with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

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.

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:

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:

Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
Possesses industry knowledge and an understanding of investment products
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
Internal employees who are currently working from home ae still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy

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

Shift:

1st shift (United States of America)

Hours Per Week:

37.5

Apply Now

Refine Your Search

wealth management client jobs in york, pa

Wealth Management Client Associate

Community Banking Specialist

Senior Tax Manager

Financial Services Professional - Hybrid Remote (PA)

Private Wealth Management Advisor

Financial Advisor - PNC Wealth Management

Client Associate/Registered Client Associate

Wealth Advisor - PNC Wealth Management

Wealth Advisor

Vice President, Regional Branch Manager

Financial Advisory - Associate Advisor

Financial Advisor- Wealth Management

Sales Operations Advisor (Hybrid) Harrisburg, PA

Financial Advisors

Senior Portfolio Manager

Director Commercial Real Estate Banking

Client Service Associate

Branch Service Manager/Sr. Registered Client Associate

Wealth Management Trainee (PA)

Portfolio Manager

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