Registered Wealth Management Client Associate- Bilingual Spanish

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Specializing in goals-based wealth management, Merrill helps clients plan for retirement, education, legacy, and other life goals through investment advice and guidance. Financial Advisors and Wealth Management Client Associates build personal relationships with clients to help them pursue the life they envision. Our trusted advisory teams have access to the investment insights of Merrill and the banking convenience of Bank of America.

Merrill is committed to an in-office culture that supports collaboration, engagement, and career development, with clear in-office expectations and flexibility based on role-specific responsibilities. We value diverse skills and experiences, fostering resilience, leadership, and innovation to positively impact the communities we serve.

About the role

The Registered Wealth Management Client Associate is a sales support position providing dedicated operational and sales support to multiple Financial Advisors (FAs). Incumbents may also support office initiatives and serve as the primary point of contact for established clients. This role requires full registration (Series 7, 63, 65, & 66), with partial registration considered.

Responsibilities

• Provides excellent client service by educating clients on the bank’s service and banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests.
• Aligns practices with bank policies and procedures to support operational excellence, protect clients, and manage risk.
• Identifies, deepens, and maintains client relationships by promoting banking offerings and communicating outputs to FAs.
• Supports day-to-day team activities, including covering roles during absences or seasonal demand increases, with a client-first mindset.

Requirements

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

Qualifications

• 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 evolving responsibilities.
• Detail-oriented with a 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.

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

Pay

Hours per week: 37.5

Schedule

1st shift (United States of America)