Registered Client Associate Salaries in Richardson, TX

*Licensing:* ability to obtain/maintain required registrations (for example, Series 7/66 or equivalent, as applicable) and state insurance licenses, based on…

$45,000 - $75,000 a year

Assist clients with retirement planning, investment planning, insurance analysis, and wealth strategies. Build and maintain professional relationships through…

$45,000 - $85,000 a year

Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed).

1 to 2 years of front desk and operational experience preferred. This position will assist in servicing a large client base that is continually growing and…

Ensures delivery of client service and sales support as a part of the Wealth Management advisory team, focusing primarily on advice implementation and asset…

$30.05 - $42.07 an hour

Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their…