Registered Private Wealth Client Associate
$52,000–$91,520 year
On-site · Chicago, Illinois, United States
Job Summary
Provide client service support to potentially multiple Financial Advisors within Merrill Wealth Management, educating clients on the bank’s service and banking offerings while ensuring timely, accurate client materials and proactive follow-up. Support day-to-day team activities, cover roles during absences or seasonal needs, and focus on deepening client relationships by promoting banking solutions and coordinating with the advisory team. Must demonstrate a client-centric mindset, strong work ethic, and continuous learning. Required licenses include FINRA SIE, Series 7, and Series 66; strong communication skills and proficiency with MS Office and Salesforce are expected.
Required Qualifications
- High School Diploma or GED
- FINRA SIE
- Series 7
- Series 66 (63/65 accepted in lieu of 66)
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