Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... absence or seasonal need increases, while leading with a client first mindset Required ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... absence or seasonal need increases, while leading with a client first mindset Required ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... absence or seasonal need increases, while leading with a client first mindset Required ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... absence or seasonal need increases, while leading with a client first mindset Required ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... absence or seasonal need increases, while leading with a client first mindset Required ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... absence or seasonal need increases, while leading with a client first mindset Required ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... absence or seasonal need increases, while leading with a client first mindset Required ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... absence or seasonal need increases, while leading with a client first mindset Required ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... absence or seasonal need increases, while leading with a client first mindset Required ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... absence or seasonal need increases, while leading with a client first mindset Required ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... absence or seasonal need increases, while leading with a client first mindset Required ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... absence or seasonal need increases, while leading with a client first mindset Required ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... absence or seasonal need increases, while leading with a client first mindset Required ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... absence or seasonal need increases, while leading with a client first mindset Required ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... absence or seasonal need increases, while leading with a client first mindset Required ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... absence or seasonal need increases, while leading with a client first mindset Required ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... absence or seasonal need increases, while leading with a client first mindset Required ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... absence or seasonal need increases, while leading with a client first mindset Required ...
Registered Wealth Management Client Associate
West Palm Beach, FL · On-site
$25 - $45/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... absence or seasonal need increases, while leading with a client first mindset Required ...
Registered Wealth Management Client Associate
West Palm Beach, FL · On-site
$25 - $45/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... absence or seasonal need increases, while leading with a client first mindset Required ...
Selling Advisor - Designer
Boca Raton, FL · On-site
$10 - $25/hr
... seasonal campaigns, and "Retail-tainment" initiatives. Neiman Marcus has a rich history as a brand ... Understand how to showcase product differently based on if a client is remote or in-person Utilize ...
Selling Advisor - Designer
Boca Raton, FL · On-site
$10 - $25/hr
... seasonal campaigns, and "Retail-tainment" initiatives. Neiman Marcus has a rich history as a brand ... Understand how to showcase product differently based on if a client is remote or in-person Utilize ...
Selling Advisor - Jewelry
$10 - $25/hr
... seasonal campaigns, and "Retail-tainment" initiatives. Neiman Marcus has a rich history as a brand ... Understand how to showcase product differently based on if a client is remote or in-person Utilize ...
Selling Advisor - Jewelry
$10 - $25/hr
... seasonal campaigns, and "Retail-tainment" initiatives. Neiman Marcus has a rich history as a brand ... Understand how to showcase product differently based on if a client is remote or in-person Utilize ...
Selling Advisor - Designer
Boca Raton, FL · On-site
$10 - $25/hr
... seasonal campaigns, and "Retail-tainment" initiatives. Neiman Marcus has a rich history as a brand ... client conversion and wardrobing goals • Strategize own business to increase individual ...
Selling Advisor - Designer
Boca Raton, FL · On-site
$10 - $25/hr
... seasonal campaigns, and "Retail-tainment" initiatives. Neiman Marcus has a rich history as a brand ... client conversion and wardrobing goals • Strategize own business to increase individual ...
Selling Advisor - Jewelry
Boca Raton, FL · On-site
$10 - $25/hr
... seasonal campaigns, and "Retail-tainment" initiatives. Neiman Marcus has a rich history as a brand ... client conversion and wardrobing goals • Strategize own business to increase individual ...
Selling Advisor - Jewelry
Boca Raton, FL · On-site
$10 - $25/hr
... seasonal campaigns, and "Retail-tainment" initiatives. Neiman Marcus has a rich history as a brand ... client conversion and wardrobing goals • Strategize own business to increase individual ...
Selling Advisor - Men's
Boca Raton, FL · On-site
$10 - $25/hr
... seasonal campaigns, and "Retail-tainment" initiatives. Neiman Marcus has a rich history as a brand ... client conversion and wardrobing goals • Strategize own business to increase individual ...
Selling Advisor - Men's
Boca Raton, FL · On-site
$10 - $25/hr
... seasonal campaigns, and "Retail-tainment" initiatives. Neiman Marcus has a rich history as a brand ... client conversion and wardrobing goals • Strategize own business to increase individual ...
Selling Advisor - Men's
Boca Raton, FL · On-site
$10 - $25/hr
... seasonal campaigns, and "Retail-tainment" initiatives. Neiman Marcus has a rich history as a brand ... Understand how to showcase product differently based on if a client is remote or in-person Utilize ...
Selling Advisor - Men's
Boca Raton, FL · On-site
$10 - $25/hr
... seasonal campaigns, and "Retail-tainment" initiatives. Neiman Marcus has a rich history as a brand ... Understand how to showcase product differently based on if a client is remote or in-person Utilize ...
Selling Advisor - Women's Shoes
Boca Raton, FL · On-site
$10 - $25/hr
... seasonal campaigns, and "Retail-tainment" initiatives. Neiman Marcus has a rich history as a brand ... client conversion and wardrobing goals • Strategize own business to increase individual ...
Selling Advisor - Women's Shoes
Boca Raton, FL · On-site
$10 - $25/hr
... seasonal campaigns, and "Retail-tainment" initiatives. Neiman Marcus has a rich history as a brand ... client conversion and wardrobing goals • Strategize own business to increase individual ...
Beauty Advisor- Loewe Fragrances
Boca Raton, FL · On-site
$13 - $18/hr
... seasonal campaigns, and "Retail-tainment" initiatives. Neiman Marcus has a rich history as a brand ... client conversion and wardrobing goals • Strategize own business to increase individual ...
Beauty Advisor- Loewe Fragrances
Boca Raton, FL · On-site
$13 - $18/hr
... seasonal campaigns, and "Retail-tainment" initiatives. Neiman Marcus has a rich history as a brand ... client conversion and wardrobing goals • Strategize own business to increase individual ...
Beauty Advisor- Loewe Fragrances
Boca Raton, FL · On-site
$13 - $18/hr
... seasonal campaigns, and "Retail-tainment" initiatives. Neiman Marcus has a rich history as a brand ... Understand how to showcase product differently based on if a client is remote or in-person Utilize ...
Beauty Advisor- Loewe Fragrances
Boca Raton, FL · On-site
$13 - $18/hr
... seasonal campaigns, and "Retail-tainment" initiatives. Neiman Marcus has a rich history as a brand ... Understand how to showcase product differently based on if a client is remote or in-person Utilize ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... absence or seasonal need increases, while leading with a client first mindset Required ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... absence or seasonal need increases, while leading with a client first mindset Required ...
Seasonal Client Advisor information
See Boca Raton, FL salary details
$10.72 - $12.65
3% of jobs
$12.65 - $14.58
16% of jobs
$15.11 is the 25th percentile. Wages below this are outliers.
$14.58 - $16.51
22% of jobs
The median wage is $17.53 / hr.
$16.51 - $18.44
17% of jobs
$18.44 - $20.36
13% of jobs
$21.54 is the 75th percentile. Wages above this are outliers.
$20.36 - $22.29
7% of jobs
$22.29 - $24.22
8% of jobs
$24.22 - $26.15
4% of jobs
$26.15 - $28.08
6% of jobs
$28.08 - $30.01
2% of jobs
$30.01 - $31.94
1% of jobs
$10
$19
$31
How much do seasonal client advisor jobs pay per hour?
What is a Seasonal Client Advisor?
What are the main challenges faced by Seasonal Client Advisors during peak periods?
What are the key skills and qualifications needed to thrive as a Seasonal Client Advisor, and why are they important?
What jobs pay 4000 a week without a degree?
Is it worth it to work a seasonal job?
How much does a client advisor earn?
What is the 3 month rule for jobs?
What is the difference between Seasonal Client Advisor vs Retail Sales Associate?
| Aspect | Seasonal Client Advisor | Retail Sales Associate |
|---|---|---|
| Credentials | High school diploma; sales or customer service experience | High school diploma; customer service experience |
| Work Environment | Luxury retail, seasonal peaks, personalized service | General retail stores, everyday customer interactions |
| Employer & Industry | Luxury brands, fashion, jewelry | Various retail sectors, department stores |
| Search & Comparison Intent | Customer service, seasonal sales, luxury retail | Sales, customer service, retail jobs |
Seasonal Client Advisors focus on providing personalized service in luxury retail settings during peak seasons, often requiring specialized product knowledge. Retail Sales Associates work across various retail environments, handling general sales and customer interactions. Both roles require customer service skills, but Seasonal Client Advisors typically serve high-end clientele and work in more exclusive settings.

Full-time
Posted 9 days ago
Bank Of America rating
8.2
Based on 521 frontline employees who took The Breakroom Quiz
51st of 170 rated banks
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.
Position Overview:
The Registered Wealth Management Client Associate role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs). Incumbents may also on a regular basis, support office initiatives, in addition to the businesses of a particular Financial Advisor. For established clients, the Client Associate will often serve as the most frequent point of contact with Merrill. Fully registered (Series 7, 63, 65, & 66). Partial registration may be considered.
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:
- Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66)
- Possesses advanced industry knowledge and an understanding of investment products
- 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:
- 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
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About Bank Of America
Sourced by ZipRecruiter
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Industry
Finance and insurance
Company size
10,000+ Employees
Headquarters location
Charlotte, NC, US
Year founded
1998