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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
This includes administrative and operational support, business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable.
This includes administrative and operational support, business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable.
Use product and industry knowledge to identify existing client, account, and product attributes that present sales potential. 7. Provide operational guidance to Financial Advisors ranging from ...
Use product and industry knowledge to identify existing client, account, and product attributes that present sales potential. 7. Provide operational guidance to Financial Advisors ranging from ...
Schedule and confirm client appointments, enter data in SalesForce, create meeting agendas and summaries, prepare/coordinate marking events and perform general administrative functions such as answer ...
Schedule and confirm client appointments, enter data in SalesForce, create meeting agendas and summaries, prepare/coordinate marking events and perform general administrative functions such as answer ...
Use product and industry knowledge to identify existing client, account, and product attributes that present sales potential. 7. Provide operational guidance to Financial Advisors ranging from ...
Use product and industry knowledge to identify existing client, account, and product attributes that present sales potential. 7. Provide operational guidance to Financial Advisors ranging from ...
Brokerage Registered Client Service Associate
Orlando, FL · On-site
$13.50 - $18.75/hr
Use product and industry knowledge to identify existing client, account, and product attributes that present sales potential. 7. Provide operational guidance to Financial Advisors ranging from ...
Brokerage Registered Client Service Associate
Orlando, FL · On-site
$13.50 - $18.75/hr
Use product and industry knowledge to identify existing client, account, and product attributes that present sales potential. 7. Provide operational guidance to Financial Advisors ranging from ...
Brokerage Registered Client Service Associate
Orlando, FL · On-site
$13.50 - $18.75/hr
Schedule and confirm client appointments, enter data in SalesForce, create meeting agendas and summaries, prepare/coordinate marking events and perform general administrative functions such as answer ...
Brokerage Registered Client Service Associate
Orlando, FL · On-site
$13.50 - $18.75/hr
Schedule and confirm client appointments, enter data in SalesForce, create meeting agendas and summaries, prepare/coordinate marking events and perform general administrative functions such as answer ...
Brokerage Registered Client Service Associate
Orlando, FL · On-site
$13.50 - $18.75/hr
Use product and industry knowledge to identify existing client, account, and product attributes that present sales potential. 7. Provide operational guidance to Financial Advisors ranging from ...
Brokerage Registered Client Service Associate
Orlando, FL · On-site
$13.50 - $18.75/hr
Use product and industry knowledge to identify existing client, account, and product attributes that present sales potential. 7. Provide operational guidance to Financial Advisors ranging from ...
Centralized Brokerage Registered Client Service Associate
Orlando, FL · On-site
$13.50 - $18.75/hr
Schedule and confirm client appointments, enter data in SalesForce, create meeting agendas and summaries, prepare/coordinate marking events and perform general administrative functions such as answer ...
Centralized Brokerage Registered Client Service Associate
Orlando, FL · On-site
$13.50 - $18.75/hr
Schedule and confirm client appointments, enter data in SalesForce, create meeting agendas and summaries, prepare/coordinate marking events and perform general administrative functions such as answer ...
Centralized Brokerage Registered Client Service Associate
Orlando, FL · On-site
$13.50 - $18.75/hr
Schedule and confirm client appointments, enter data in SalesForce, create meeting agendas and summaries, prepare/coordinate marking events and perform general administrative functions such as answer ...
Centralized Brokerage Registered Client Service Associate
Orlando, FL · On-site
$13.50 - $18.75/hr
Schedule and confirm client appointments, enter data in SalesForce, create meeting agendas and summaries, prepare/coordinate marking events and perform general administrative functions such as answer ...
Centralized Brokerage Registered Client Service Associate
Orlando, FL · On-site
$13.50 - $18.75/hr
Use product and industry knowledge to identify existing client, account, and product attributes that present sales potential. 7. Provide operational guidance to Financial Advisors ranging from ...
Centralized Brokerage Registered Client Service Associate
Orlando, FL · On-site
$13.50 - $18.75/hr
Use product and industry knowledge to identify existing client, account, and product attributes that present sales potential. 7. Provide operational guidance to Financial Advisors ranging from ...
Brokerage Registered Client Service Associate - Winter Park, FL
Winter Park, FL · On-site
$13.75 - $18.75/hr
Schedule and confirm client appointments, enter data in SalesForce, create meeting agendas and summaries, prepare/coordinate marking events and perform general administrative functions such as answer ...
Brokerage Registered Client Service Associate - Winter Park, FL
Winter Park, FL · On-site
$13.75 - $18.75/hr
Schedule and confirm client appointments, enter data in SalesForce, create meeting agendas and summaries, prepare/coordinate marking events and perform general administrative functions such as answer ...
Financial Advisor
Winter Park, FL · On-site
Set performance expectations and goals for assigned Client Associate(s) in conjunction with the ... In addition to specializing in wealth management through full service registered representatives ...
Quick apply
Financial Advisor
Winter Park, FL · On-site
Set performance expectations and goals for assigned Client Associate(s) in conjunction with the ... In addition to specializing in wealth management through full service registered representatives ...
Registered Client Associate information
See Orlando, FL salary details
$21K - $26.2K
11% of jobs
$26.2K - $31.4K
7% of jobs
$36.2K is the 25th percentile. Wages below this are outliers.
$31.4K - $36.5K
7% of jobs
$36.5K - $41.7K
5% of jobs
$41.7K - $46.9K
4% of jobs
$46.9K - $52.1K
5% of jobs
$52.1K - $57.2K
6% of jobs
The median wage is $58.2K / yr.
$57.2K - $62.4K
17% of jobs
$66.9K is the 75th percentile. Wages above this are outliers.
$62.4K - $67.6K
13% of jobs
$67.6K - $72.8K
10% of jobs
$72.8K - $77.9K
14% of jobs
$21K
$53.8K
$77.9K
How much do registered client associate jobs pay per year?
As of Aug 19, 2026, the average yearly pay for registered client associate in Orlando, FL is $53,774.00, according to ZipRecruiter salary data. Most workers in this role earn between $35,900.00 and $68,600.00 per year, depending on experience, location, and employer.
What is a registered client associate?
A registered client associate works for a bank or similar financial institution to acquire and retain new customers. As a client associate, your job duties revolve around interacting with clients to ensure their satisfaction. This includes setting up their accounts and sharing progress with an associate or financial advisor. You play a crucial role in client service for these accounts, letting those with more robust wealth management backgrounds handle the investment aspect. In some positions, registered client associates may also provide sales support, assist in social media marketing efforts, and educate clients on new account services.
What are the key skills and qualifications needed to thrive as a registered client associate, and why are they important?
To thrive as a Registered Client Associate, you need strong financial knowledge, attention to detail, and a FINRA Series 7 and 63/66 license. Familiarity with CRM systems, financial planning software, and trading platforms is typically required. Exceptional communication, problem-solving, and organizational skills help build client trust and support the advisory team. These competencies are crucial for delivering high-quality client service, ensuring compliance, and supporting the smooth operation of financial practices.
How does a registered client associate collaborate with financial advisors and other team members on a daily basis?
As a Registered Client Associate, you will work closely with financial advisors to support client account management, process transactions, and prepare documentation for meetings. You’ll often serve as the primary point of contact for clients, addressing their inquiries and ensuring a high level of service. Collaboration with other team members, such as operations staff and compliance officers, is also common to ensure that all client activities adhere to regulatory standards and firm policies. Effective communication and multitasking are key, as you’ll juggle administrative duties alongside direct client interactions.
What does a registered client associate do?
A registered client associate supports financial advisors by handling client communications, processing transactions, and maintaining account information. They often hold securities licenses and use financial software to assist with client service and compliance tasks.
More about Registered Client Associate jobs
What are popular job titles related to Registered Client Associate jobs in Orlando, FL?
For Registered Client Associate jobs in Orlando, FL, the most frequently searched job titles are:
What job categories do people searching Registered Client Associate jobs in Orlando, FL look for?
The top searched job categories for Registered Client Associate jobs in Orlando, FL are:
What cities near Orlando, FL are hiring for Registered Client Associate jobs?
Cities near Orlando, FL with the most Registered Client Associate job openings:
Full-time
Re-posted 19 days ago
Bank Of America rating
8.2
Based on 529 frontline employees who took The Breakroom Quiz
51st of 171 rated banks
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.
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.
Specific responsibilities include, but are not limited to:
Key Qualifications for the role:
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
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.
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.
Specific responsibilities include, but are not limited to:
- Work with highly affluent clients
- Lead end-to-end onboarding and maintenance activities for new and existing clients.
- Provide products and services to each client, working with cross line of business partners
- Use creativity to tackle complex problems; Manage client servicing requests and account maintenance; Use multiple communication methods to ensure a consistent and exceptional client service experience.
- Act as a key team member leading our clients' digital experience with the firm
- Create ease of access and interaction, while protecting their privacy and security
- Find opportunities to innovate everyday
Key Qualifications for the role:
- Candidates are required to currently hold Series 7 & 66 or 63/65
- 2+ years post high school education and/or 4+ years of professional or relevant internship experience; Undergraduate degree a plus
- Product Knowledge: Foundational knowledge of investment and banking products
- Energetic individual that is self-motivated, coachable, and flexible in thought
- Enjoys a fast-paced environment with changing and evolving responsibility
- Detail oriented
- Invested in personal development
- Consistently pursues client experience excellence
- Works quickly to fulfill client needs delivering complex solutions
- Frequent communication, and an abundance of discretion with sensitive information
- Microsoft Word, Excel, and PowerPoint experience with Salesforce a plus
- Professional verbal and written communication
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
What Bank Of America employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Bank Of America
Sourced by ZipRecruiter
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Industry
Finance and insurance
Company size
10,000+ Employees
Headquarters location
Charlotte, NC, US
Year founded
1998