Wealth Management Client Advisor

Talentify; Portland (OR); On-site; USD 34,000 - 62,000; Full time

Job summary

Merrill Wealth Management is seeking a Registered Wealth Management Client Associate to provide proactive client service support to multiple Financial Advisors (FAs). You will help address client needs, educate clients on service offerings, and ensure accurate materials and timely follow-up.

Responsibilities include maintaining client relationships, aligning practices with policies, and assisting with day-to-day team activities; a client-first mindset is essential as you coordinate with the FA

Qualifications

• Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66) if hired into a registered job code.
• Possesses advanced industry knowledge and an understanding of investment products.
• 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.
• Ability to learn and adapt to new information and technology platforms.

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

Job description

Merrill Wealth Management is seeking a Registered Wealth Management Client Associate to provide proactive client service support to multiple Financial Advisors (FAs). You will help address client needs, educate clients on service offerings, and ensure accurate materials and timely follow-up.

Responsibilities include maintaining client relationships, aligning practices with policies, and assisting with day-to-day team activities; a client-first mindset is essential as you coordinate with the FA