Wealth Management Client Associate: Client Advocate
Listed on 2026-10-20
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Finance & Banking
Financial Sales -
Customer Service/HelpDesk
Merrill Wealth Management is seeking a client service-focused professional to support multiple Financial Advisors in Northbrook, IL. The role emphasizes a client-first mindset, accuracy in materials, and strong collaboration with the FA team.
The position requires FINRA SIE, Series 7, and Series 66 (or 63/65) licenses, with licensing timelines specified for hire. You will help deepen client relationships while ensuring adherence to policies and risk controls.
This role, Wealth Management Client Associate:
Client Advocate at NBMBAA, could be your next opportunity.
Are you ready to take on the Wealth Management Client Associate:
Client Advocate role at NBMBAA?
We would love to welcome a new Wealth Management Client Associate:
Client Advocate to our team in Northbrook, IL, United States.
For the Wealth Management Client Associate:
Client Advocate position at NBMBAA, we are reviewing applications now.
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