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Registered Wealth Management Client Associate Jobs in Spring, TX

Bank of America

Wealth Strategist

Houston, TX · On-site

$116K - $149K/yr

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 ...

Bank of America

Wealth Strategist

Houston, TX · On-site

$116K - $149K/yr

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 ...

UBS

Client Associate

Houston, TX

As a Client Associate, you'll be an integral part of our team, participating fully in the decision ... truly global wealth manager and the leading universal bank in Switzerland. We also provide ...

Northern Trust

Senior Wealth Advisor

Houston, TX · On-site

Serve as a mentor to Associate Wealth Advisors and Wealth Advisors. * Operate independently with ... Ability to manage complex, crossfunctional initiatives while delivering highquality client outcomes.

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All JobsRegistered Wealth Management Client Associate JobsRegistered Wealth Management Client Associate Jobs in Spring, TX

Registered Wealth Management Client Associate information

See Spring, TX salary details

$20K

$51.3K

$74.3K

How much do registered wealth management client associate jobs pay per year?

As of Jun 22, 2026, the average yearly pay for registered wealth management client associate in Spring, TX is $51,261.00, according to ZipRecruiter salary data. Most workers in this role earn between $34,300.00 and $65,400.00 per year, depending on experience, location, and employer.

What is the difference between Registered Wealth Management Client Associate vs Financial Advisor?

AspectRegistered Wealth Management Client AssociateFinancial Advisor
CertificationsSeries 7, Series 63/66 (often required)Series 7, Series 66, CFP (preferred)
Work EnvironmentSupport team, client service, administrative tasksClient consultation, investment planning, financial advice
Role FocusAssisting with client inquiries, account managementProviding personalized financial strategies

The main difference is that a Registered Wealth Management Client Associate primarily supports financial advisors by handling client service and administrative tasks, often requiring securities licenses. In contrast, a Financial Advisor actively provides investment advice and financial planning to clients, often holding additional certifications like CFP. Both roles work within the wealth management industry but differ in responsibilities and client interaction levels.

What are popular job titles related to Registered Wealth Management Client Associate jobs in Spring, TX? For Registered Wealth Management Client Associate jobs in Spring, TX, the most frequently searched job titles are:
What job categories do people searching Registered Wealth Management Client Associate jobs in Spring, TX look for? The top searched job categories for Registered Wealth Management Client Associate jobs in Spring, TX are:
What cities near Spring, TX are hiring for Registered Wealth Management Client Associate jobs? Cities near Spring, TX with the most Registered Wealth Management Client Associate job openings:
Registered Wealth Management Client Associate jobs near you

Registered Wealth Management Client Associate

Bank of America

Houston, TX • On-site

Full-time

Posted 13 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 that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their 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:
  • Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66) ** If these licenses are not currently held, they must be obtained within a specified timeframe if being hired into a registered job code.**
  • 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

**The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA
Shift:
1st shift (United States of America)
Hours Per Week:
37.5

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