Wealth Advisor Development Program: Client Associate

GHR Healthcare; Bozeman (MT); On-site; USD 60,000 - 90,000; Full time

Job summary

Merrill Wealth Management is seeking a motivated candidate for the Wealth Management Client Associate – Advisor Development Program. Located in Boise, Billings, and Bozeman, MT, the role offers in-office collaboration and progression toward becoming a Merrill Financial Advisor.

You will begin by pursuing SIE, Series 7, and Series 66 licenses within 120 days, then develop foundational skills to support Financial Advisors and clients. A structured training path leads to a financial advisory career.

Qualifications

• Self-starter with sales experience essential.
• Strong client relationships and communication skills required.
• Proactive time management and results-driven mindset.
• Ability to source clients through networking and referrals.
• Proficiency in Microsoft Office and CRM tools.

Responsibilities

• Partner with Financial Advisors on client servicing and banking products.
• Provide excellent client service and educate clients on bank offerings.
• Ensure timely, accurate client materials and fulfill requests.
• Align practices with bank policies to support operational excellence and risk management.
• Deepen client relationships and promote banking solutions with FAs.
• Support growth through business development and advisory assistance.

Skills

Self-starter (sales)

Client relationships

Communication skills

Time management

Prospecting/networking

Follow-through

Education

Bachelor’s degree or 1 year experience

High School Diploma / GED

Tools

Microsoft Office

Job description

Merrill Wealth Management is seeking a motivated candidate for the Wealth Management Client Associate – Advisor Development Program. Located in Boise, Billings, and Bozeman, MT, the role offers in-office collaboration and progression toward becoming a Merrill Financial Advisor.

You will begin by pursuing SIE, Series 7, and Series 66 licenses within 120 days, then develop foundational skills to support Financial Advisors and clients. A structured training path leads to a financial advisory career.