Top 21 Wealth manager Jobs in Ocala, Fl

Wealth Management Client Associate
Bank of America —The Villages, FL
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Paraplanner/Junior Planner
Zinnia Wealth Management —Ocala, FL
- $60,000 - $75,000 a year
- Full-time
- Research
- Office
- Finance
- Dental insurance
- Paid time off
Quick Apply
1d
Wealth Management Trainee (FL)
Bankers Life —Ocala, FL
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Financial Advisor - PNC Wealth Management
PNC Financial Services Group —Ocala, FL
- Full-time
- Public speaking
- Mid-level
- Office
- Wellness program
- Health savings account
Applications Specialist - Wealth Management (Application Experience Required)
Zinnia Wealth Management —Ocala, FL
- $50,000 - $65,000 a year
- Full-time
- Mid-level
- Finance
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
1d

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Financial Advisor
Suncoast Credit Union —Inverness, FL
Bachelor’s degree in business, finance, economics, or related field. Assess and effectively manage the risks associated with business practices and activities…
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Trust Administrator | Gainesville
Capital City Trust Company —Gainesville, FL
Also accompanies Business Development Officer or Private Bankers on calls to prospective clients. Bachelor’s degree in finance or related field required.

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Associate Financial Advisor
TPM Placement —Columbus, OH
Provide outstanding service by responding to incoming calls from clients and addressing their concerns in a timely manner. Status: Full time, in office*.
$110,000 - $130,000 a year
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Wealth Management Trainee (OH)
Bankers Life —Columbus, OH
Continuous support with tech tools, marketing leads, and team collaboration. This is an entry-level exam administered by the Financial Industry Regulatory…
$50,000 - $80,000 a year
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wealth manager jobs near ocala, fl

Wealth Management Client Associate

Bank of America -
The Villages, FL

Apply Now

Job Details

Full-time

Qualifications

Microsoft Word
Investment
Managing customer accounts
Financial services customer support
Confidential information handling
Microsoft Excel
Customer relationship building
Presentation software
Writing skills
Promoting bank products
Series 66
High school diploma or GED
Managing clients in a customer support role
Series 7
Salesforce Cloud
Business development
Managing clients in a finance role
Task prioritization
Issue tracking
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
Communication skills
Entry level

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

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 manager jobs in ocala, fl

Wealth Management Client Associate

Paraplanner/Junior Planner

Wealth Management Trainee (FL)

Financial Advisor - PNC Wealth Management

Applications Specialist - Wealth Management (Application Experience Required)

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