Top 18 Wealth management Jobs in Santa Rosa Beach Fl

Wealth Management Client Associate
Bank of America —Destin, FL
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
2d
Wealth Management Associate
Aion Wealth Management —Inlet Beach, FL
- $50,000 - $60,000 a year
- Full-time
- Background check
- Mid-level
- In-person
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
First Command Financial Services, Inc. —Shalimar, FL
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training

Discover related jobs

Based on your search for wealth management jobs.

Portfolio Community Association Manager (Destin Area)
Community Management Associates —Destin, FL
Driver's License with clean driving history (Required). Must have an active Florida Community Association Management (CAM) License or obtain it before date of…
$55,000 - $60,000 a year
Quick Apply
Financial Analyst
Torch Technologies —Eglin AFB, FL
Assist in performing budget and financial and cost variance analysis, obligation and expenditure forecasting, funds management, cost estimating, and development…
3d

Show more related jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Asset Management, Securitized Private Credit Analyst - Associate/Vice President
JPMorganChase —Columbus, OH
Strong understanding of ABF credit and legal terminology, markets, underwriting corporate/securitized credit, including experience in credit and legal…
$150,000 - $222,000 a year
2027 Asset & Wealth Management Risk Full Time Analyst Program
JPMorganChase —Columbus, OH
As a part of the 2027 Asset & Wealth Management Risk Full Time Analyst Program, you will collaborate with industry experts to identify, assess, and manage risks…
$100,000 - $110,000 a year

Show more jobs in cities nearby

I want to receive the latest job alert for wealth management in santa rosa beach fl

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

wealth management jobs near santa rosa beach fl

Management Associate jobs in Remote

Management Associate jobs in Aliso Viejo, CA

Associate Brand Manager jobs in New York, NY

Associate Staff Analyst jobs in New York, NY

Sports Management jobs in Champaign, IL

Management Associate jobs in Chula Vista, CA

Management Associate jobs in New Orleans, LA

Associate Degree jobs in Kentucky

Client Associate jobs in San Jose, CA

Client Associate jobs in East Lansing, MI

Operations Associate jobs in Remote

Client Associate jobs in Boulder, CO

Client Associate jobs in North Ridgeville, OH

Financial Advisor jobs in Virginia Beach, VA

Financial Advisor jobs in Charlotte, NC

Financial Advisor jobs in Reno, NV

Financial Advisor jobs in West Palm Beach, FL

Financial Analyst jobs in Hartford, CT

Service Advisor jobs in Daytona Beach, FL

Automotive Service Advisor jobs in San Diego, CA

Wealth Management Client Associate

Bank of America -
Destin, FL

Apply Now

Job Details

Full-time
2 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.

Shift:

1st shift (United States of America)

Hours Per Week:

37.5

Apply Now

Refine Your Search

wealth management jobs in santa rosa beach fl

Wealth Management Client Associate

Wealth Management Associate

Financial Advisor

Discover related jobs

Explore jobs in cities nearby

I want to receive the latest job alert for wealth management in santa rosa beach fl

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected