Registered Private Wealth Client Associate

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.

At The McDade Group, we are seeking professionals who demonstrate a strong sense of ownership, accountability, and commitment to delivering high-quality work. This role requires the ability to anticipate needs, follow through on responsibilities, and take a proactive approach to problem-solving in support of both clients and internal stakeholders.

Success in this position depends on strong collaboration and communication skills. Candidates must be comfortable working as part of a team, contributing to a cohesive environment, and supporting colleagues to ensure a seamless client experience. The ability to engage in direct, transparent communication and address challenges in a constructive manner is essential.

This role also requires comfort working in a dynamic, technology-driven environment. Candidates should be adaptable, intellectually curious, and capable of integrating new tools and processes into their daily workflow to enhance efficiency and outcomes.

Above all, we are looking for individuals who prioritize integrity and substance in their work—consistently making sound decisions, acting with professionalism, and delivering results for the right reasons.