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Registered Wealth Management Client Associate - Bethesda, MD

Bethesda, Maryland

Job Description:

Business Overview

Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch wealth management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill Lynch’s financial advisors help clients pursue the life they envision through a one-on-one relationship with an advisor committed to their needs.  We believe trust comes from transparency.  Our trusted financial advisors are equipped with access to the investment insights of Merrill Lynch coupled with the banking convenience of Bank of America.


The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FA's. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch. Fully registered CA (Series 7 & 66 (63/65)). Fully paid or partially paid by the FA.

We are looking to hire a client associate to support our growing Global Institutional Consulting team and support advisors and associates.  The position provides opportunity to grow with the team and take on additional responsibility over time.

The position would include the following responsibilities:

  • Work directly with private clients and the staff of institutional clients as the day to day contact person for administration and client accounts.
  • Assist the team in creating materials for private client and investment committee meetings including review of the market outlook, evaluation of portfolio and manager performance, and tactical asset allocation and investment manager recommendations.
  • Participate and contribute in private client and investment committee meetings.

Required Skills

  • Minimum of 1+ years professional or relevant internship experience required
  • If Series 7 & 66 or 63/65 licenses are not currently held, must be obtained within a specified timeframe if being hired into a registered job code
  • Knowledge of investment and banking products, policies & procedures
  • Strong client service & technical skills (MS Word & Excel)
  • Strong communication, time management and organizational skills
  • Strong communication and presentation skills required
  • Ability to contribute in a team environment required
  • Strong time management and organizational skills required
  • CFA, CIMA, CAIA, CFP or demonstrated progress towards any of these designations preferred
  • Previous experience working with advisors or advisor teams preferred
  • Previous experience or knowledge of investment policy, asset allocation, manager analysis, and risk metrics preferred
  • Experience building, maintaining, or reporting on investment portfolios preferred
  • Series 7 & 63/65 or 66 registration or ability to obtain within 300 days

Desired Skills

  • Undergraduate Degree

Please be advised that under current company policy, Merrill Lynch does not sponsor a visa petition or other work authorization, nor will the company provide relocation assistance, for this position.

NOTE: In addition to any of the Client Associate roles (Registered, Partially Registered or Non-Registered), this position may be hired into any of the Private Wealth Associate roles (Registered, Partially Registered or Non-Registered).


1st shift (United States of America)

Hours Per Week: 


Learn more about this role

Full time


Manages People: No

Travel: No


Talent Acquisition Contact:

Referral Bonus:

Street Address

Primary Location:
7501 Wisconsin Ave, MD, Bethesda, 20814