Registered Private Wealth Client Associate

Merrill Wealth Management

San Francisco, CA, US
Base: $25.00 - $44.00 hourly; bonus/equity: discre...
Onsite
Finra sie series 7 series 66 licenses
Advanced investment product knowledge
Client-centric mindset and advocacy
This role provides client service support to multiple Financial Advisors while ensuring alignment with enterprise strategic objectives and operational excellence goals

Job Summary

  • This role provides client service support to multiple Financial Advisors while ensuring alignment with enterprise strategic objectives and operational excellence goals.
  • The position requires acting as the primary point of contact for clients to address service needs, educate them on banking offerings, and deepen relationships.
  • Employees are eligible for an annual discretionary award based on individual performance, business group contributions, and overall company success.

Matching Summary

This role provides client service support to multiple Financial Advisors while ensuring alignment with enterprise strategic objectives and operational excellence 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

  • FINRA SIE Series 7 Series 66 licenses
  • Advanced investment product knowledge
  • Client-centric mindset and advocacy
  • Banking and wealth management operations
  • Microsoft Office and Salesforce proficiency

Nice-to-have

  • Experience in fast-paced environments
  • Strong verbal and written communication skills
  • Detail-oriented approach to compliance
  • Commitment to continuous professional growth
  • Sound judgment handling sensitive data

Key Requirements

  • Current FINRA SIE, Series 7, and Series 66 licenses
  • High School Diploma or GED equivalent
  • Must obtain required licenses within specified timeframe if not held at hire
  • Compliance with FDIC and FINRA criminal history restrictions

Work Rights

Not specified

Tailored Resume

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