Registered Wealth Management Client Associate

What you’d do

Support Merrill financial advisors and their clients as part of an advisory team, drawing on investment knowledge to help clients pursue their goals. Full-time role in Yardley. 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)
• Advanced industry knowledge
• Understanding of investment products
• Self-starter with strong work ethic