Registered Client Associate - Wellesley, MA

The Client Associate (CA) role is a sales support position for a fast growing, goals based team (currently targeted for 6 MM in revenue) in the Wellesley Complex rooted in the Optimal Practice Model. 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, 63, 65, & 66). Given the fast growing nature of the team this candidate will be responsible for and support the functional role of investments and financing related activities, provide trading support for client portfolios, research, as well as assist in preparation of client and prospect financial plans.

Undergraduate degree preferred, Minimum of 1 years professional or relevant internship experience required, Series 7 & 63/65 or 66 registration preferred; if hired without licenses, candidate will need to acquire, Knowledge of investment and banking products, policies & procedures is required, Strong client service & technical skills (MS Word & Excel), Strong communication, time management and organizational skills are required. 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.