Wealth Management Client Associate- Newport Beach, Ca

Merrill Wealth Management

Newport Beach, CA, US
Base: $25.00 - $44.00 hourly; bonus/equity: discre...
Onsite
Strong work ethic and results focus
Client-centric mindset acting in best interest
Ability to learn new technology platforms
Merrill Wealth Management provides comprehensive wealth management services including planning for retirement, education, and legacy goals

Job Summary

  • Merrill Wealth Management provides comprehensive wealth management services including planning for retirement, education, and legacy goals.
  • The role serves as the primary point of contact for clients to address all service needs while supporting Financial Advisors.
  • Employees are eligible for an annual discretionary award based on individual performance and company success.

Matching Summary

Merrill Wealth Management provides comprehensive wealth management services including planning for retirement, education, and legacy goals.

Salary

Base: $25.00 - $44.00 hourly; Bonus/Equity: Discretionary incentive eligible; Benefits: Industry-leading benefits and paid time off

Skills & Requirements

Must-have

  • Strong work ethic and results focus
  • Client-centric mindset acting in best interest
  • Ability to learn new technology platforms

Nice-to-have

  • Comfortable operating in fast-paced environment
  • Detail oriented with sound judgment
  • Commitment to continuous learning

Key Requirements

  • High School Diploma or GED required
  • FINRA SIE, Series 7, or Series 66 certification desired
  • Proficiency with Microsoft Office and Salesforce required

Work Rights

Not specified

Tailored Resume

Cover Letter