Client Associate — Advisor Development Program

NBMBAA; Colorado Springs (CO); On-site; USD 102,868,000 - 126,464,000; Full time

Job summary

Merrill Wealth Management in Colorado Springs invites you to join the Advisor Development Program as a Wealth Management Client Associate – Advisor Development Program (WMCA-ADP). This entry role supports Financial Advisors, delivers client service, and helps prepare you for becoming a Merrill Financial Advisor.

You will study for SIE, Series 7 and 66 within 120 days, gain foundational skills, progress through milestones into a trainee role, and eventually build a book of business with dedicated

Qualifications

• High school diploma or GED required.
• SAFE Act registration required for mortgage originations.

Responsibilities

• Partner with FAs and managers on client servicing, risk, investments, and banking products.
• Provide excellent client service to bank's clients through education on offerings.
• Ensure timeliness, accuracy, and completeness in client materials and requests.
• Align practices with bank policies to support operational excellence and manage risk.
• Build and maintain client relationships, assisting FA with guidance.
• Perform business growth support functions to multiple FAs.

Skills

Account Management

Client Management

Customer and Client Focus

Issue Management

Oral Communications

Business Development

Client Solutions Advisory

Pipeline Management

Prioritization

Trade Operations Management

Administrative Services

Client Investments Management

Emotional Intelligence

Referral Identification

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor’s degree and/or 1 year work experience

Job description

Merrill Wealth Management in Colorado Springs invites you to join the Advisor Development Program as a Wealth Management Client Associate – Advisor Development Program (WMCA-ADP). This entry role supports Financial Advisors, delivers client service, and helps prepare you for becoming a Merrill Financial Advisor.

You will study for SIE, Series 7 and 66 within 120 days, gain foundational skills, progress through milestones into a trainee role, and eventually build a book of business with dedicated