Registered Wealth Management Client Associate

What you’d do

Support Merrill financial advisors and their clients as part of an advisory team, drawing on knowledge of investment products. Full-time role in New York; FINRA SIE, Series 7 and Series 66 licenses required or to be obtained within a set timeframe. Found on the employer's careers page on Oct 18, 2026. Apply through the link.

You’ll need

• FINRA SIE, Series 7, and Series 66 (63 and 65 accepted in lieu of 66)
• Licenses obtained within specified timeframe if not held
• Advanced industry knowledge
• Understanding of investment products