Wealth Management Client Advisor

Posted yesterday

united states digital spaceReston (VA)

Personal Financial AdvisorsPortfolio Management and Investment Advice

SENIORITY

Mid

About the role

Merrill Wealth Management is seeking a Client Service Associate to support multiple Financial Advisors in delivering exceptional client service and relationship management. You will help coordinate materials, address client requests, and contribute to enterprise objectives while ensuring compliance with bank policies. The role emphasizes client-first service, accuracy, and timely delivery, with on-site duties in Reston, VA. #J-18808-Ljbffr

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.