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How much do merrill lynch registered client associate jobs pay per year?

As of Jun 1, 2026, the average yearly pay for merrill lynch registered client associate in the United States is $57,604.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,500.00 and $73,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Merrill Lynch Registered Client Associate, and why are they important?

To thrive as a Merrill Lynch Registered Client Associate, you need a solid understanding of financial products, investment principles, and securities regulations, typically supported by FINRA Series 7 and 63/66 licenses. Familiarity with client relationship management (CRM) systems, trading platforms, and financial planning software is essential. Excellent interpersonal skills, attention to detail, and the ability to multitask help you build trust with clients and support financial advisors effectively. These skills ensure regulatory compliance, efficient client service, and contribute to the firm's overall success in wealth management.

What are the main responsibilities of a Merrill Lynch Registered Client Associate on a typical day?

As a Merrill Lynch Registered Client Associate, your day-to-day responsibilities include supporting financial advisors by preparing client reports, processing account documentation, handling client inquiries, and assisting with trade execution. You’ll also play a key role in maintaining client relationships by providing excellent customer service and proactively addressing client needs. Additionally, you may schedule appointments, ensure compliance with regulatory requirements, and collaborate closely with other team members to deliver a seamless client experience.

What is a Merrill Lynch Registered Client Associate?

A Merrill Lynch Registered Client Associate is a licensed financial professional who supports financial advisors by providing administrative, operational, and client service assistance. Their responsibilities include handling client inquiries, preparing account documents, managing client records, and ensuring compliance with industry regulations. They play a key role in maintaining strong client relationships and ensuring smooth daily operations within a financial advisory team.

What is the difference between Merrill Lynch Registered Client Associate vs Merrill Lynch Financial Advisor?

AspectMerrill Lynch Registered Client AssociateMerrill Lynch Financial Advisor
CredentialsSeries 7, Series 66/63, and possibly insurance licensesSeries 7, Series 66/63, and CFP or other certifications often preferred
Work EnvironmentSupport role within the branch, assisting clients and advisorsClient-facing role responsible for providing financial advice and planning
Employer & Industry UsageCommonly employed at Merrill Lynch as support staffLicensed professionals authorized to give financial advice at Merrill Lynch

The Merrill Lynch Registered Client Associate primarily supports financial advisors and manages administrative tasks, while the Merrill Lynch Financial Advisor actively provides personalized financial planning and investment advice to clients. Both roles require licensing, but the Financial Advisor role involves a higher level of client interaction and advisory responsibilities.

Infographic showing various Merrill Lynch Registered Client Associate job openings in the United States as of May 2026, with employment types broken down into 100% Temporary. Highlights an 98% Physical, and 2% Remote job distribution, with an average salary of $57,604 per year, or $27.7 per hour.

Registered Wealth Management Client Associate

Bank of America

Garden City, NY • On-site

$26.50 - $42/hr

Full-time

PTO

Posted 14 days ago

Job description

Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill 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's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Position Overview:
The Registered Wealth Management Client Associate role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs). Incumbents may also on a regular basis, support office initiatives, in addition to the businesses of a particular Financial Advisor. For established clients, the Client Associate will often serve as the most frequent point of contact with Merrill. Fully registered (Series 7, 63, 65, & 66). Partial registration may be considered.
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:
  • Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66)
  • Possesses advanced industry knowledge and an understanding of investment products
  • 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:
  • 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
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the Workplace Excellence policy.
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
Pay Transparency details
US - NY - Garden City - 1325 FRANKLIN AVE - MERRILL LYNCH (NY3325)
Pay and benefits information
Pay range
$26.50 - $42.00 hourly pay, offers to be determined based on experience, education and skill set.
Discretionary incentive eligible
This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.
Benefits
This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

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