Wealth Advisor Career Path: Client Associate ADP

Tech Sales Jobs; Billings (MT); On-site; USD 52,000 - 78,000; Full time

Job summary

Merrill Wealth Management is seeking a Wealth Management Client Associate — Advisor Development Program (WMCA-ADP) to begin a path toward becoming a Financial Advisor. You will support Financial Advisors by addressing client needs, processing requests, and assisting with education and licensing steps.

In this entry role, you’ll obtain SIE, Series 7, and Series 66 licenses within 120 days and build foundational skills for advisory work, while progressing through progressive roles that lead to

Qualifications

• Bachelor’s degree or equivalent experience with 1+ year in sales or client-facing roles.
• Strong client relationship-building and communication skills.
• Demonstrated ability to source and develop new clients.
• Familiarity with financial services is a plus.

Responsibilities

• Provide client servicing and support to Financial Advisors.
• Assist with business development and pipeline management.
• Educate clients on Merrill’s bank and investment services.
• Maintain accurate client materials and respond to client requests.
• Collaborate with partners to ensure operational excellence.

Skills

Sales skills

Client relationships

Time management

Communication

Proactive selling

Networking

Education

Bachelor’s degree

High School Diploma / GED

Tools

Microsoft Office

Job description

Merrill Wealth Management is seeking a Wealth Management Client Associate — Advisor Development Program (WMCA-ADP) to begin a path toward becoming a Financial Advisor. You will support Financial Advisors by addressing client needs, processing requests, and assisting with education and licensing steps.

In this entry role, you’ll obtain SIE, Series 7, and Series 66 licenses within 120 days and build foundational skills for advisory work, while progressing through progressive roles that lead to