Registered Wealth Management Client Associate

A Registered Wealth Management Client Associate at Merrill Wealth Management provides dedicated operational and sales support to Financial Advisors and serves as a primary point of contact for established clients. Fully registered individuals (Series 7, 63, 65, & 66) are ideal, with partial registration considered, to assist with client education, material accuracy, and business growth initiatives. The role operates in an in-office environment, requiring strong organizational skills to align client practices with bank policies while promoting banking integration.