Registered Private Wealth Client Associate
$55,120–$87,360 year
On-site · La Jolla, California, United States
Job Summary
Registered Private Wealth Client Associate at Merrill Wealth Management provides client service support to multiple Financial Advisors, educates clients on bank offerings, ensures accuracy and timeliness of client materials, supports operational risk and policy alignment, deepens client relationships by promoting banking solutions within advisory practices, covers client-service needs during team absences, and leverages technology such as Salesforce and Microsoft Office to deliver a high-quality client experience. Requires FINRA SIE, Series 7, and Series 66 (63/65 accepted in lieu) with a focus on investment products and a client-centric, results-driven mindset.
Required Qualifications
- FINRA SIE
- Series 7
- Series 66 (63 and 65 accepted in lieu of 66)
- advanced industry knowledge of investment products
- client-centric mindset
- strong work ethic
- ability to learn and adapt to new information and technology platforms
- Proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
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