Wealth Management Advisor Development Program

NBMBAA; Honolulu, Northern (HI, KY); Hybrid; USD 65,000 - 80,000; Full time

Job summary

Merrill Wealth Management seeks a Wealth Management Client Associate under the Advisor Development Program. This entry role supports Financial Advisors while preparing for a future Financial Advisor position.

The program includes studying for SIE, Series 7, and Series 66 exams, with licenses obtained within 120 days, and progressive training toward building a client book. You will advance through experiential activities, learn to deliver tailored investment guidance, and work in Merrill offices

Qualifications

• Bachelor’s degree and/or a minimum of one year of work experience.
• This role requires SAFE Act registration and basic financial services knowledge.
• Strong communication and relationship-building skills are essential.

Responsibilities

• Partners with Financial Advisors and Support Teams on client servicing, risk, investments, and banking products.
• Provides excellent client service and educates clients on bank's offerings.
• Ensures timely, accurate materials and follows up on requests.
• Identifies opportunities to deepen client relationships and promote banking solutions.
• Supports business growth activities and onboarding of new clients.

Skills

Account Management

Client Management

Customer 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

Bachelor’s degree

High School Diploma / GED

Job description

Merrill Wealth Management seeks a Wealth Management Client Associate under the Advisor Development Program. This entry role supports Financial Advisors while preparing for a future Financial Advisor position.

The program includes studying for SIE, Series 7, and Series 66 exams, with licenses obtained within 120 days, and progressive training toward building a client book. You will advance through experiential activities, learn to deliver tailored investment guidance, and work in Merrill offices