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Registered Wealth Management Client Associate at Merrill Lynch - ApplyBlast

Registered Wealth Management Client Associate

Merrill Lynch

6 months ago

3.9 on Glassdoor

Boca Raton, FL

Onsite

Full Time

Junior

0 applicants

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About this role

A Registered Wealth Management Client Associate at Merrill Wealth Management provides sales support to Financial Advisors, manages client relationships, and ensures operational excellence. The role involves client service, administrative support, and promoting banking solutions while maintaining compliance and transparency.

Skills

Qualifications

FINRA Securities Industry Essentials (SIE)Series 7Series 66Series 63Series 65

About Merrill Lynch

ml.com

Headquarters

New York, New York, United States

Company Size

10001+ employees

Founded

1914

View Profile

Merrill Lynch is the wealth management arm of Bank of America, providing financial advisory and investment services to individuals, families, and institutions. It delivers personalized planning and portfolio management — including retirement, trust, estate, and brokerage solutions — supported by in-house research, digital tools, and broad institutional resources. Clients work with Merrill financial advisors to pursue long-term goals across every stage of life and career. The firm emphasizes an integrated offering that combines advisory expertise with Bank of America’s banking and custody capabilities.