Registered Wealth Management Client Associate

Company Overview

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. We specialize in goals‑based wealth management, helping clients plan for retirement, education, legacy, and other life goals through investment advice and guidance.

This position provides client service support to multiple Financial Advisors, supporting enterprise strategic objectives, operational excellence goals, and client advocacy while customizing solutions based on each advisor’s specific needs.

• Provide excellent client service to the bank’s clients through educating them on all of the bank’s service and banking offerings.
• Ensure timeliness, accuracy, and completeness in client materials and follow up on all client and FA requests.
• Assist 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.
• Identify, deepen, and maintain client relationships by emphasizing the bank’s offerings and promoting incorporation of banking into day‑to‑day practices, while communicating outputs to the FA.
• Support 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.

• Current FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (Series
  65 or63 accepted in lieu of 66). If not currently held, licenses must be obtained within a specified timeframe if hired into a registered job code.
• Advanced industry knowledge and understanding of investment products.
• Enthusiastic, highly motivated self‑starter with strong work ethic and intense focus on results.
• Client‑centric mindset, always acting in the best interest of the client.
• Ability to learn and adapt to new information and technology platforms.

• Experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience.
• Comfortable operating in a fast‑paced environment with changing and evolving responsibilities.
• Detail oriented.
• Commitment to continuous learning and professional growth.
• Sound judgment and discretion when handling sensitive information.
• Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
• Professional verbal and written communication 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

High School Diploma / GED / Secondary School or equivalent.

Shift: 1st shift (United States of America). Hours per week: 37.5. Required onsite presence in accordance with the workplace excellence policy. The role is located at 100

CAMPUSDR, Florham Park, NJ2100.

Hourly pay: $25.00 – $44.00, based on experience, education, and skill set. The role is eligible for the annual discretionary incentive plan. Employees are eligible for an annual discretionary award based on overall individual performance. This role is benefits eligible and provides industry‑leading benefits, including paid time off and other resources to support employees’ physical, emotional, and financial well‑being.

Pay transparency details available at

Privacy Statement:

Merrill Wealth Management is an Equal Opportunity Employer and encourages applications from all qualified individuals. This corporation complies with all relevant federal, state, and local anti‑discrimination laws.