Merrill Wealth Management Client Associate – Advisor Development Program: Oklahoma Market

What you’d do

This full-time role supports Financial Advisors by providing client service and requires obtaining Securities Industry licenses (SIE, Series 7, Series 66) within 120 days. The position involves building client relationships and managing time effectively. Found on the employer's careers page on Oct 27, 2026. Apply through the link.

You’ll need

• Obtain SIE, Series 7, and Series 66 licenses within 120 days
• Self-starter in a sales role
• Effective communication and collaboration skills
• Proactive mindset and time management
• Results-driven growth mindset