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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
2027 | Americas | Atlanta | Wealth Management, Financial Planning | Summer Analyst
Atlanta, GA · On-site
A single applicant should not create multiple email addresses to apply to additional opportunities About the division Asset & Wealth Management (AWM) offers students an unparalleled opportunity to ...
2027 | Americas | Atlanta | Wealth Management, Financial Planning | Summer Analyst
Atlanta, GA · On-site
A single applicant should not create multiple email addresses to apply to additional opportunities About the division Asset & Wealth Management (AWM) offers students an unparalleled opportunity to ...
2027 | Americas | Atlanta | Wealth Management, Financial Planning | Summer Analyst
Atlanta, GA · On-site
A single applicant should not create multiple email addresses to apply to additional opportunities About the Team About the division Asset & Wealth Management (AWM) offers students an unparalleled ...
2027 | Americas | Atlanta | Wealth Management, Financial Planning | Summer Analyst
Atlanta, GA · On-site
A single applicant should not create multiple email addresses to apply to additional opportunities About the Team About the division Asset & Wealth Management (AWM) offers students an unparalleled ...
A single applicant should not create multiple email addresses to apply to additional opportunities About the division Asset & Wealth Management (AWM) offers students an unparalleled opportunity to ...
A single applicant should not create multiple email addresses to apply to additional opportunities About the division Asset & Wealth Management (AWM) offers students an unparalleled opportunity to ...
Private Wealth Relationship Manager
Atlanta, GA · On-site
$70 - $90/hr
... Wealth Management (Merrill Wealth Management) Responsibilities * Identify and own the client onboarding process. * Document client interactions and provide the team with time‑sensitive updates.
Private Wealth Relationship Manager
Atlanta, GA · On-site
$70 - $90/hr
... Wealth Management (Merrill Wealth Management) Responsibilities * Identify and own the client onboarding process. * Document client interactions and provide the team with time‑sensitive updates.
Wealth Advisor III - Atlanta
Atlanta, GA · On-site
Accomplished and highly proven at acquiring new clients by leveraging their external network and firm place in the community in order to provide confident and comprehensive wealth management advice ...
Wealth Advisor III - Atlanta
Atlanta, GA · On-site
Accomplished and highly proven at acquiring new clients by leveraging their external network and firm place in the community in order to provide confident and comprehensive wealth management advice ...
Wealth Advisor III - Atlanta
Atlanta, GA · On-site
Accomplished and highly proven at acquiring new clients by leveraging their external network and firm place in the community in order to provide confident and comprehensive wealth management advice ...
Wealth Advisor III - Atlanta
Atlanta, GA · On-site
Accomplished and highly proven at acquiring new clients by leveraging their external network and firm place in the community in order to provide confident and comprehensive wealth management advice ...
PWM Private Wealth Advisor
Atlanta, GA · On-site
$140K - $175K/yr
S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking ...
PWM Private Wealth Advisor
Atlanta, GA · On-site
$140K - $175K/yr
S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking ...
PWM Private Wealth Advisor
Atlanta, GA · On-site
$140K - $175K/yr
S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking ...
PWM Private Wealth Advisor
Atlanta, GA · On-site
$140K - $175K/yr
S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking ...
Private Bank Wealth Advisor III
Atlanta, GA · On-site +1
The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client's Wealth ...
Private Bank Wealth Advisor III
Atlanta, GA · On-site +1
The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client's Wealth ...
Private Bank Wealth Advisor III
Atlanta, GA · On-site +1
The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client's Wealth ...
Private Bank Wealth Advisor III
Atlanta, GA · On-site +1
The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client's Wealth ...
The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client's Wealth ...
The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client's Wealth ...
Private Bank Wealth Advisor III
Atlanta, GA · On-site +1
The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client's Wealth ...
Private Bank Wealth Advisor III
Atlanta, GA · On-site +1
The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client's Wealth ...
If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
Weekend Wealth Management information
What is the difference between Weekend Wealth Management vs Financial Advisor?
| Aspect | Weekend Wealth Management | Financial Advisor |
|---|---|---|
| Certifications | CFP, CFA often preferred | CFP, CFA, or similar certifications |
| Work Environment | Part-time, weekend-focused | Full-time, office or client-based |
| Industry Usage | Financial services, wealth management firms | Financial services, investment firms, banks |
| Primary Focus | Managing client investments on weekends | Comprehensive financial planning and investment advice |
Weekend Wealth Management typically involves providing investment advice and managing client portfolios during weekends, often on a part-time basis. Financial Advisors usually work full-time, offering broader financial planning services. Both roles require similar certifications but differ mainly in work hours and scope of services.
How many hours a week do you work in weekend wealth management?
Weekend wealth management professionals typically work around 20 to 30 hours per week, primarily during weekends and occasional weekday meetings. The schedule depends on client needs and firm policies, and some roles may require flexibility or additional hours for client consultations and financial planning tasks.
What are the most commonly searched types of Wealth Management jobs in Decatur, GA?
The most popular types of Wealth Management jobs in Decatur, GA are:
What job categories do people searching Weekend Wealth Management jobs in Decatur, GA look for?
The top searched job categories for Weekend Wealth Management jobs in Decatur, GA are:
What cities near Decatur, GA are hiring for Weekend Wealth Management jobs?
Cities near Decatur, GA with the most Weekend Wealth Management job openings:
Full-time
Re-posted 14 days ago
Bank Of America rating
8.2
Based on 530 frontline employees who took The Breakroom Quiz
50th of 171 rated banks
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:
The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships. He or she provides specialized support as a Specialist/Manager in any one of the teams specialized roles of Business Development, Wealth Planning, Investment Management, or Business Management in addition to spending more than 50% of their time on relationship management activities. Assist with and attend client meetings and discussions covering investment strategy, account performance, new products, and market developments in an effort to promote growth and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor the teams client service model. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan 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. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Required Qualifications:
Skills:
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:
40
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:
The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships. He or she provides specialized support as a Specialist/Manager in any one of the teams specialized roles of Business Development, Wealth Planning, Investment Management, or Business Management in addition to spending more than 50% of their time on relationship management activities. Assist with and attend client meetings and discussions covering investment strategy, account performance, new products, and market developments in an effort to promote growth and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor the teams client service model. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan 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. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Required Qualifications:
- Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
- SAFE ACT Registration; ADV-2B Required
- Obtain and/or maintain at least one firm approved designation
- Possess and demonstrate strong communication skills
- Ability to lead through collaboration and influence without direct authority
- Detail oriented with strong organizational skills and ability to manage multiple tasks and priorities at once
- Thorough knowledge and understanding of the suite of Wealth Management products and services
- Proven ability to manage risk and support sound decisions
- Ability to research escalated client issues for response/resolution
Skills:
- Account Management
- Business Acumen
- Client Management
- Client Solutions Advisory
- Portfolio Management
- Referral Identification
- Referral Management
- Relationship Building
- Administrative Services
- Client Investments Management
- Customer Service Management
- Process Simplification
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:
40
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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