Top 181 Wealth Jobs in Boardman Oh

Wealth Management Client Associate
Bank of America —Canfield, OH
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Dispatcher
Alliance Material Handling, Inc —Youngstown, OH
- $24 - $30 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid holidays
- Disability insurance
Quick Apply
2d
Client Relationship Manager
HDA Wealth Management —Poland, OH
- $15 - $21 an hour
- Part-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
7d
Financial Advisor
MassMutual Pittsburgh —Youngstown, OH
- $70,000 - $150,000 a year
- Full-time
- Finance
- Bachelor's degree
- Business
Quick Apply
Senior Wealth Advisor
WealthBridge Financial Group —Youngstown, OH
- $120,000 - $170,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Sr Mobile Expert
T-Mobile USA, Inc. —Boardman, OH
- $29 an hour
- Full-time
- 18 years or older
- Research
- High school diploma or GED
- Paid parental leave
- AD&D insurance
11d
Receptionist for a Personal & Commercial Insurance Agency
Gem Young Insurance and Financial Services Inc —Canfield, OH
- $15 - $18 an hour
- Full-time
- Office
- Administrative experience
- High school diploma or GED
- Health insurance
- Paid time off
Quick Apply
Real Estate Agent / Realtor - Leads, Training & High Commission Splits
Realty ONE Group Ultimate —Ellwood City, PA
- $40,000 - $250,000 a year
- Contract
- Hybrid work
- Background check
- 18 years or older
- Mid-level
- Tuition reimbursement
- Professional development assistance
Quick Apply
4d
Client Service & Financial Planning Specialist
Guidelight Financial Group —Cortland, OH
- $20 - $23 an hour
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Senior Outside B2B Sales Executive
Wholesale Payments —Ohio
- $93,489 - $223,999 a year
- Full-time
- Remote
- Business development
- Fair chance
- Senior level
- Paid training
- Health savings account
Quick Apply
Real Estate Agent / Realtor - Leads, Training & High Commission Splits
Realty ONE Group Ultimate —Hermitage, PA
- $40,000 - $250,000 a year
- Contract
- Hybrid work
- Background check
- 18 years or older
- Mid-level
- Tuition reimbursement
- Professional development assistance
Quick Apply
4d
B2B Account Executive
Wholesale Payments Inc. —Ohio
- $80,000 - $150,000 a year
- Full-time
- Hospitality
- US work authorization
- 1 year
- Health insurance
- Dental insurance
Quick Apply
Regional Sales Executive – Merchant Services
Wholesale Payments —Ohio
- $85,000 - $185,000 a year
- 8 hour shift
- Remote
- Sales
- Mid-level
- Communication skills
- Profit sharing
- Health insurance
Quick Apply
Assistant Parts Manager
Alliance Material Handling, Inc —Youngstown, OH
- $70,000 a year
- Full-time
- Mid-level
- High school diploma or GED
- Supervising experience
- Paid holidays
- Disability insurance
Quick Apply
Insurance Account Manager
Gem Young Insurance and Financial Services Inc —Canfield, OH
- $17 - $22 an hour
- Full-time
- Office
- High school diploma or GED
- Entry level
- Health insurance
- Paid time off
Quick Apply
12d
Portfolio Advisor
F.N.B. Corp. —Hermitage, PA
- Full-time
- Customer service
- Computer literacy
- Bachelor of Science
Mobile Associate - Retail Sales
T-Mobile USA, Inc. —Austintown, OH
- $18 - $20 an hour
- Full-time
- 18 years or older
- High school diploma or GED
- Travel
- Paid training
- Paid parental leave
16h
Financial Advisor Associate - Pittsburgh, PA & New Castle, PA
Janney Montgomery Scott LLC —New Castle, PA
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Paid parental leave
- Paid time off
Real Estate Agent (New & Experienced)
Realty ONE Group Ultimate —Youngstown, OH
- $40,000 - $250,000 a year
- Contract
- Hybrid work
- Background check
- 18 years or older
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Trust & Estate Planning Associate - Youngstown, OH
Roetzel & Andress —Youngstown, OH
- Full-time
- Writing skills
- Mid-level
- 3 years
Quick Apply

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Wealth Management Client Associate

Bank of America -
Canfield, OH

Apply Now

Job Details

Full-time

Qualifications

Microsoft Word
Managing customer accounts
Investment advisory support
Financial services customer support
Confidential information handling
Microsoft Excel
Customer relationship building
Presentation software
Writing skills
Processing cash transactions
Promoting bank products
Series 66
Mid-level
High school diploma or GED
Managing clients in a customer support role
Series 7
Salesforce Cloud
Business development
Managing clients in a finance role
Client retention
Task prioritization
Financial product expertise
Securities Industry Essentials
Investment account customer support
Sales management systems proficiency
Business development within finance
CRM system proficiency
Series 65
Risk & issue management
Account management

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:

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
Cash handling experience

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

Shift:

1st shift (United States of America)

Hours Per Week:

37.5

Apply Now

Refine Your Search

wealth jobs in boardman oh

Wealth Management Client Associate

Dispatcher

Client Relationship Manager

Financial Advisor

Senior Wealth Advisor

Sr Mobile Expert

Receptionist for a Personal & Commercial Insurance Agency

Real Estate Agent / Realtor - Leads, Training & High Commission Splits

Client Service & Financial Planning Specialist

Senior Outside B2B Sales Executive

Real Estate Agent / Realtor - Leads, Training & High Commission Splits

B2B Account Executive

Regional Sales Executive – Merchant Services

Assistant Parts Manager

Insurance Account Manager

Portfolio Advisor

Mobile Associate - Retail Sales

Financial Advisor Associate - Pittsburgh, PA & New Castle, PA

Real Estate Agent (New & Experienced)

Trust & Estate Planning Associate - Youngstown, OH

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