3 registered wealth management client associate jobs found

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 with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

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 with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

Responsible for the strategic direction of accounting, budgeting and control activities within a school or unit. Enhance the control environment by establishing and monitoring effective processes and systems. The Associate Director of Accounting reports to and backs up the Controller, serving as a key member of the CSFA team. This role leads and coordinates with university partners including but not limited to, Harvard University Housing & Real Estate, the Office of the General Counsel, Office of the Controller, CS Financial Planning & Analysis, Tax office, and Information Technology to address complex accounting issues and align stakeholders. The Associate Director oversees internal controls, tax matters, and compliance with GAAP, University and CS policies, and all relevant regulations, while driving process efficiency through technology and automation. The role requires strong leadership, independent judgment, advanced technical accounting and accounting system skills,...