Registered Wealth Management Client Associate - Mckinney, Tx

Merrill Wealth Management

McKinney, Texas, United States
Not specified; not specified; not specified
Onsite
Finra series 7 license required
Finra series 66 license required
Sie certification mandatory
This role provides comprehensive client service support to multiple Financial Advisors while ensuring alignment with enterprise strategic objectives

Job Summary

  • This role provides comprehensive client service support to multiple Financial Advisors while ensuring alignment with enterprise strategic objectives.
  • The position requires acting as the primary point of contact for clients to address all service needs and promote banking offerings.
  • Merrill Wealth Management fosters a culture driven by diversity, resilience, and results, emphasizing transparency and trust in client relationships.

Matching Summary

This role provides comprehensive client service support to multiple Financial Advisors while ensuring alignment with enterprise strategic objectives.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • FINRA Series 7 license required
  • FINRA Series 66 license required
  • SIE certification mandatory
  • In-office attendance required
  • Investment product knowledge essential

Nice-to-have

  • Experience with Salesforce platform
  • Strong Microsoft Office skills
  • Fast-paced environment adaptability
  • Continuous learning commitment
  • Sound judgment on sensitive data

Key Requirements

  • Current FINRA SIE, Series 7, and Series 66 licenses
  • High School Diploma or GED equivalent
  • Must be eligible to work onsite in McKinney, TX

Work Rights

Not specified

Tailored Resume

Cover Letter