Top 12 Wealth management client associate Jobs in San Diego Ca

Wealth Management Client Associate
Bank of America —San Diego, CA
- $25 - $44 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
3d
Wealth Management-Client Service Associate
Trifecta Wealth Management, LLC —San Diego, CA
- $65,000 - $85,000 a year
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Health insurance
Quick Apply
J.P. Morgan Wealth Management - Private Client Investment Associate- Del Mar, CA
JPMorganChase —Del Mar, CA
- $28.85 - $39.90 an hour
- Full-time
- Office
- Senior level
- Marketing
- Health insurance
- Tuition reimbursement
4d
Wealth Management Associate
Equitable Advisors —San Diego, CA
- $37,275 - $100,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health savings account
- Employee stock purchase plan
Quick Apply
Associate Advisor
Centura Wealth Advisory —San Diego, CA
- $65,000 - $95,000 a year
- Full-time
- Mid-level
- 3 years
- Presentation skills
Quick Apply
Asset & Wealth Management - Renewable Energy Tax Senior Associate
PRICE WATERHOUSE COOPERS —San Diego, CA
- $77,000 - $214,000 a year
- Mid-level
- Project management
- Bachelor's degree
- Paid holidays
- Health insurance
Merrill Advisor Development Program- Financial Advisor: San Diego & Associates Market
Bank of America —San Diego, CA
- $80,000 - $90,000 a year
- Full-time
- Background check
- Microsoft Excel
- Computer literacy
Senior Associate - Wealth Planning Specialist
ASPIRIANT LLC —San Diego, CA
- $85,000 - $110,000 a year
- Full-time
- Hybrid work
- Office
- 3 years
- Finance
- Health insurance
- 401(k) matching
Quick Apply

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Wealth Management Client Associate

Bank of America -
San Diego, CA

Apply Now

Job Details

Full-time
$25 - $44 an hour
3 days ago

Qualifications

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 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

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 client associate jobs in san diego ca

Wealth Management Client Associate

Wealth Management-Client Service Associate

J.P. Morgan Wealth Management - Private Client Investment Associate- Del Mar, CA

Wealth Management Associate

Associate Advisor

Asset & Wealth Management - Renewable Energy Tax Senior Associate

Merrill Advisor Development Program- Financial Advisor: San Diego & Associates Market

Senior Associate - Wealth Planning Specialist

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