908 matching jobs for “Wealth Management Associate”

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Exact titles rank first, then title variations and keywords in descriptions. These labels aren't qualification scores. Without keywords, recently added jobs appear first.

Bank of America

Merrill Financial Solutions Advisor (Partially Licensed) - Blue Ridge Market

Johnson City, Tennessee, United States 2 postings

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services …

Added Oct 27, 2026

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Bank of America

Merrill Financial Solutions Advisor (Partially Licensed): Houston Galleria(Galveston)

Galveston, Texas, United States +1 location

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services …

Added Oct 27, 2026

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Bank of America

Merrill Financial Solutions Advisor (Partially Licensed)- Louisiana Market

New Orleans, Louisiana, United States +2 locations

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services …

Added Oct 27, 2026

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Bank of America

Merrill Financial Solutions Advisor (Partially Licensed)- Houston Market

Houston, Texas, United States

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services …

Added Oct 27, 2026

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Bank of America

Merrill Financial Solutions Advisor - Chicago West Market

Oak Brook +6 locations

Pay posted by employer$75,000–$85,000

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services …

Added Oct 27, 2026

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Bank of America

Merrill Financial Solutions Advisor - Chicago Metro Market

Chicago, Illinois, United States

Pay posted by employer$75,000–$85,000

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services …

Added Oct 27, 2026

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M&T Bank

Senior Administrative Assistant

New York City, New York, United States

Hybrid

Pay posted by employer$25.07–$41.79 per hour

… Candidates should possess strong Administrative Assistance and Clerical Skills, including calendar management, document handling, and office organization. Candidates should possess polished Phone Etiquette and …

Added Nov 3, 2026

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Raymond James Financial

Senior Product Manager | Advisor Technology

St. Petersburg, Florida, United States

Permanent

… tools and applications that support the advisor and support staff's day-to-day branch operations. The associate will have extensive knowledge and skills obtained through education and experience which will be used to …

Added Nov 3, 2026

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Raymond James Financial

Senior Analyst, AML FCM Client Intelligence Unit

St. Petersburg, Florida, United States

Permanent

… Due Diligence reviews on high-risk clients. Documenting detailed investigative findings within the EDD case management system, ensuring accuracy, clarity and alignment with review expectations. Performing detailed reviews of …

Added Nov 3, 2026

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Raymond James Financial

Principal Business Analyst – Enterprise Services

St. Petersburg, Florida, United States

Permanent

… Enterprise Services is the strategic integration platform connecting business-critical applications across Wealth Management, Trading, Client Experience, Operations, and Enterprise Data. With Enterprise Services adoption …

Added Nov 3, 2026

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Bank of America

Merrill Financial Solutions Advisor - Partially Registered: East Bay Market

Walnut Creek, California, United States +4 locations

Pay posted by employer$38.46–$43.27 per hour

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services …

Added Oct 27, 2026

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Ameriprise Financial

Registered Paraplanner

Brookfield, Wisconsin, United States

In person
Full time
Advisor Employee

Pay posted by employer$75,000–$90,000

… a high level of personal responsibility, this may be an excellent next step in your career. About Zoetic Wealth Management We are a fast-paced team of four, and every person has a meaningful impact. In a small practice, …

Added Nov 3, 2026

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Bank of America

ISG UHNW Portfolio Strategist

Chicago, Illinois, United States

Pay posted by employer$160,000–$250,000

… selection. Partners and collaborates with enterprise Specialists to ensure full scope of the client’s wealth needs are met. Partners with local Merrill Market Executives to deliver value add content to advisors. …

Added Oct 27, 2026

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Stanley Black & Decker

Supervisor de Producción (Ensamble)

Ciudad Apodaca, Nuevo León, Mexico

Full time
Regular

… of good? In fact, you embrace it. You also have: 3 years of relevant experience in supervisory positions, management of work teams. 5 years of experience in operation processes and manufacturing Skills to negotiate and work …

Added Oct 27, 2026

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LPL Financial Holdings

AVP, Regional Admin Manager

Remote California +1 location

Full time
Regular

Pay posted by employer$108,974–$181,589

Manage branch office support staff, which includes, but not limited to, compensation and performance management, time management and capacity planning, goal setting, career development, etc. Foster a culture of …

Added Nov 3, 2026

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Northern Trust

Senior Fiduciary Coordinator

Houston, Texas, United States +1 location

Full time
Regular

… follow-through. KNOWLEDGE/EXPERIENCE Experience as a Trust Administrator, Senior Account Specialist or Associate Relationship Advisor in Wealth Management, Trust & Advisory, or Fiduciary Administration. Strong …

Added Oct 16, 2026

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LPL Financial Holdings

Corporate Strategy Lead

San Diego, California, United States +2 locations

Full time
Regular

Pay posted by employer$178,293–$297,155

… recommendations, and translate complex analysis into clear, practical options for senior executives, Management Committee members, and Board-level discussions. Build strategic narratives: Create compelling storylines …

Added Nov 3, 2026

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Raymond James Financial

Loan Servicing & QA Specialist

Pittsburgh, Pennsylvania, United States

Permanent

… including previous bank operations or financial services experience Previous Consumer/Private Bank/Wealth Management quality review experience with knowledge of lending regulatory requirements is a plus Essential …

Added Nov 3, 2026

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Conagra Brands

Financial Analyst, Internal Audit

11 Omaha NE +1 location

Full time

Pay posted by employer$64,000–$95,000

Demonstrate strong competencies in general controls, project management, relationship building, and all aspects of engagement delivery Develop and mentor associate team members …

Added Nov 3, 2026

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Bank of America

Sr. Relationship Manager - Global Commercial Bank - Transformative Technology - Boston

Boston, Massachusetts, United States

Pay posted by employer$140,000–$235,000

… of solutions to Technology and Emerging Growth companies including Global Treasury Services, Credit, Risk Management (FX & Derivatives), Capital Raising & Investment Banking Services, Wealth Management and Financial Life …

Added Oct 27, 2026

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Bank of America

Merrill Financial Solutions Advisor (Partially Licensed) - Blue Ridge Market

Johnson City, Tennessee, United States

Same role posted 2 times, once per location

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Required Qualifications · employer excerpt

Currently holds FINRA Securities Industry Essentials (SIE)
4+ years of progressive professional and/or military experience
2+ years of experience in the investments industry
Ability to obtain Series 7 and 66 licenses within allotted program time
Is a self-starter who efficiently manages time and capacity

7 more in the full description below.

About this opportunity

Original employer 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.

Role Specifics:

This job is responsible for working with high-net worth clients in a Merrill branch with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business and providing opportunities for advisors to pursue a career within the bank.

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities:

Learns how to provide tailored and personalized advice to clients through reviews and presentations, including partnering with management to assess financial goals and recommending investment advisory strategies
Understands client solutions that are best suited for their financial needs, such as core Banking, and Investment and Life Priority™ solutions
Shadows Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth
Leverages available resources and technologies to optimize the customer experience and serve the bank's customers with operational excellence and accuracy
Participates in on-going training focused on how to develop a book of business to meet and exceed pre-defined financial targets and determine how to progress to the next phase as an advisor
Builds relationships with internal service providers based on client needs and asset thresholds
Manages risk proactively in every aspect of business, product, and service transaction leveraging available tools

The Advisor Development Program (ADP) Journey:

During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we’ll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch.

We’ll help you:

Get training and one-on-one mentorship from managers who are invested in your success. You’ll enroll in our Academy to develop as an advisor; the potential for growth is yours!
Build connections to grow your network and business.
Starting at a Merrill branch, you’ll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients.
Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals.
Learn about the full suite of financial solutions.
Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority™ solutions, through Bank of America and Merrill to meet their financial needs.

As a Merrill FSA, you can look forward to:

A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.
Marketing strategies to reach wider audiences with greater appeal.
Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.
Potential opportunities for professional growth.
Leadership opportunities, including leading client and conference seminars

We’re a culture that:

Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers.
Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.
Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.
Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.
Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs.
Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.

Required Qualifications:

Currently holds FINRA Securities Industry Essentials (SIE)
4+ years of progressive professional and/or military experience
2+ years of experience in the investments industry
Ability to obtain Series 7 and 66 licenses within allotted program time
Is a self-starter who efficiently manages time and capacity
Sets and accomplishes goals, achieving whatever one sets their mind to
Builds and nurtures strong relationships
Collaborates effectively with others to get things done
Communicates effectively and confidently and is comfortable engaging all clients
Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment
Likes to learn, adapts to new information and seeks the right solutions for clients
Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients

Desired Qualifications:

Experience working in the financial service industry and/or a sales environment where goals were met or exceeded
Strong computer skills and the ability to multitask in a demanding environment
Bachelor's Degree, preferably in business-related field
Proven ability to partner and promote lead generation
Experience balancing investment management, sales activities and new client development
Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)
Obtained insurance licenses

Skills:

Account Management
Client Investments Management
Client Management
Client Solutions Advisory
Relationship Building
Advisory
Business Development
Fraud Management
Pipeline Management
Portfolio Management
Client Experience Branding
Issue Management
Prospecting
Referral Identification
Sales Performance Management

Shift:

1st shift (United States of America)

Hours Per Week:

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