Wealth Advisor ADP: Client Associate Career Track

Bank of America; Darien (CT); On-site; USD 48,000 - 55,000; Full time

Benefits offered by this job

Industry-leading benefits

Job summary

Merrill Wealth Management in Stamford, CT seeks an entry-level Wealth Management Client Associate to join the Advisor Development Program. You will start by obtaining SIE, Series 7, and Series 66 licenses within 120 days, then progress toward becoming a Financial Advisor trainee.

Responsibilities include supporting Financial Advisors, growing a book of business, and delivering end-to-end client services while training for long-term career progression within Merrill.

Qualifications

• High school diploma or equivalent required; Bachelor's degree preferred.
• Ability to build trust, relationships, and networks through prospecting.
• Strong written and verbal communication with a client-centric approach.
• Detail-oriented, organized, and able to manage multiple tasks.

Responsibilities

• Partner with Financial Advisors and support client servicing and risk management.
• Assist in building a book of business and sourcing new clients.
• Educate clients on bank and investment offerings and guidance.
• Coordinate with internal partners to deliver comprehensive solutions.
• Maintain timely, accurate client materials and requests.

Skills

Self-starter

Client relationships

Communication skills

Time management

Entrepreneurial mindset

Proactive attitude

Education

Bachelor's degree or higher

Tools

Microsoft Suite

Job description

Merrill Wealth Management in Stamford, CT seeks an entry-level Wealth Management Client Associate to join the Advisor Development Program. You will start by obtaining SIE, Series 7, and Series 66 licenses within 120 days, then progress toward becoming a Financial Advisor trainee.

Responsibilities include supporting Financial Advisors, growing a book of business, and delivering end-to-end client services while training for long-term career progression within Merrill.