Registered Wealth Management Client Associate

About Merrill Wealth Management

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services, specializing in goals-based wealth management and planning for retirement, education, legacy, and other life goals.

This position is responsible for providing client service support to one or more Financial Advisors (FAs), supporting enterprise strategic objectives, operational excellence goals, and client advocacy.

• Provide excellent client service to the bank’s clients by 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 aligned with the bank’s policies and procedures to support operational excellence, protect clients, and manage risk.
• Identify, deepen, and maintain client relationships by emphasizing bank 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 demand, while leading with a client‑first mindset.

• Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (Series 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.

• 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.

• 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.

1st Shift (United States of America); 37.5 hours per week.

Hourly pay range: $26.50 – $45.00, based on experience, education, and skill set. Eligible for discretionary incentive based on overall individual performance.

Current employee benefits include industry‑leading paid time off, resources, and support to enable a genuine impact on business growth and community service.

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