Wealth Management Associate

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions, specializing in goals-based wealth management that includes retirement, education, legacy, and other life goals through investment advice and guidance. Job Overview This role provides client service support to multiple Financial Advisors, supporting enterprise strategic objectives, operational excellence goals, and client advocacy within their business, while customizing solutions based on their specific needs. The incumbent will serve as the primary point of contact within Merrill to address all service needs of clients. Responsibilities Provides excellent client service to the bank’s clients through educating them on all of the bank’s service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests. Assists with ensuring practices are in alignment with the bank’s policies and procedures to support operational excellence, protect the bank’s clients, and manage risk. Identifies, deepens, and maintains client relationships through emphasizing the bank’s offerings and promoting incorporation of banking into day‑to‑day practices, while communicating outputs to the FA. Supports day‑to‑day team activities and needs, including covering roles in times of absence or seasonal need increases, while leading with a client‑first mindset. Required Qualifications Is an enthusiastic, highly motivated self‑starter with a strong work ethic and an intense focus on results. Demonstrates a client‑centric mindset, always acting in the best interest of the client. Has the ability to learn and adapt to new information and technology platforms. Desired Qualifications Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66). Possesses industry knowledge and an understanding of investment products. Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience. Is comfortable operating in a fast‑paced environment with changing and evolving responsibilities. Is detail oriented. Demonstrates a commitment to continuous learning and professional growth. Exhibits sound judgment and discretion when handling sensitive information. Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce. Demonstrates professional verbal and written communication skills. Skills Account Management Client Management Customer and Client Focus Issue Management Oral Communications Business Development Client Solutions Advisory Pipeline Management Prioritization Administrative Services Emotional Intelligence Referral Identification Written Communications Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent. Employment Details Shift: 1st shift (United States). Hours per week: 37.5. Location: US – CA – Irvine – 100 Spectrum Center Dr (CA 6813). Compensation Pay range: $25.00 – $44.00 per hour, based on experience, education and skill set. Employees are eligible for an annual discretionary award based on overall performance. Benefits This role is benefits eligible. We provide industry‑leading benefits, paid time off, resources and support to help employees make a genuine impact and contribute to sustainable growth. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA. #J-18808-Ljbffr