Registered Wealth Management Client Associate

📢 Now Hiring: Registered Wealth Management Client Associate- Pensacola, FLAre you passionate about delivering exceptional client service and building strong relationships in a fast-paced, team-oriented environment? Merrill Wealth Management is looking for a Registered Wealth Management Client Associate to support Financial Advisors and help clients pursue the life they envision.💼 About the RoleAs a Wealth Management Client Associate, you’ll serve as the primary point of contact for clients, providing day-to-day support, operational excellence, and a client-first experience. You’ll partner closely with Financial Advisors to deliver personalized solutions while supporting Merrill’s strategic objectives and commitment to trust, transparency, and advocacy.🔑 Key ResponsibilitiesDeliver outstanding client service and educate clients on banking and investment offeringsEnsure accuracy, timeliness, and follow-through on all client and FA requestsSupport risk management and adherence to policies and proceduresHelp deepen client relationships by integrating banking into everyday financial practicesCollaborate with advisory teams to support business needs and client priorities✅ Required QualificationsFINRA SIE, Series 7, and Series 66 (or 63 & 65)Strong understanding of investment products and the wealth management spaceHighly motivated, detail-oriented, and client-centricAbility to adapt to new technologies and evolving priorities✨ Why Merrill?At Merrill, we value diversity, inclusion, and bringing your whole self to work. Our in-office culture supports collaboration, growth, and flexibility, while giving you access to industry-leading insights, resources, and career development opportunities.📩 Interested in learning more or applying?Let’s connect or apply today to be part of a culture that’s relationship-driven, results-focused, and committed to making a meaningful impact for clients.#Hiring #WealthManagement #RegisteredClientAssociate #MerrillWealthManagement #FinancialServices #CareerOpportunity #BankOfAmerica #MerrillLynch @sarahdrinkall