Wealth Management Client Associate

What you’d do

Support a Merrill financial advisory team as a Wealth Management Client Associate, helping clients with wealth management and investment needs. Full time role in Brea. Found on the employer's careers page on Oct 18, 2026. Apply through the link.

You’ll need

• Client-centric mindset
• Ability to learn new technology platforms
• Holds or pursuing FINRA SIE, Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)