Wealth Management Client Associate: Advisor Support

Talentify; Kentucky; On-site; USD 36,000 - 62,000; Full time

Benefits offered by this job

Discretionary incentive

Benefits eligible

Job summary

Merrill Wealth Management is seeking a Registered Wealth Management Client Associate to support Financial Advisors in delivering personalized wealth guidance and top-tier client service. You will help customize solutions, manage client inquiries, and align banking and investment results with client goals.

The role emphasizes collaboration with advisory teams, strong communication, and adherence to policy, risk, and regulatory standards to ensure client trust and service excellence.

Qualifications

• SIE, Series 7, and Series 66 (63/65 accepted) required or equivalent.
• Strong investment product knowledge and client-centric mindset.
• Ability to learn new information and technology platforms.

Responsibilities

• Provide excellent client service and educate clients on bank services.
• Support relationship management and respond to FA requests promptly.
• Assist with investment research, portfolio monitoring, and client reporting.
• Gather financial data and market trends to tailor wealth strategies.

Skills

Account Management

Client Management

Customer and Client Focus

Issue Management

Oral Communications

Business Development

Client Solutions Advisory

Administrative Services

Referral Identification

Education

Bachelor’s Degree or equivalent work experience

High School Diploma / GED / Secondary School or equivalent

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Merrill Wealth Management is seeking a Registered Wealth Management Client Associate to support Financial Advisors in delivering personalized wealth guidance and top-tier client service. You will help customize solutions, manage client inquiries, and align banking and investment results with client goals.

The role emphasizes collaboration with advisory teams, strong communication, and adherence to policy, risk, and regulatory standards to ensure client trust and service excellence.