Wealth Management Advisor Development Program - Licensing & Training

ghr; Honolulu (HI); On-site; USD 70,000 - 78,000; Full time

Job summary

Merrill Wealth Management is seeking an entry-level Wealth Management Client Associate to join the Advisor Development Program in Honolulu. This role focuses on client service, supporting Financial Advisors, and preparing for licensing milestones.

You will study for SIE, Series 7, and Series 66, with licenses obtained within 120 days, and progress toward becoming a Merrill Financial Advisor through dedicated training and hands-on experience in an in-office, collaborative environment.

Qualifications

• High school diploma, GED, or equivalent required.
• Ability to obtain securities licenses (SIE, Series 7, 66) within 120 days.
• Strong client service and relationship-building skills.

Responsibilities

• Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all aspects of client servicing, risk, investments, and banking products, while receiving guidance and escalating issues as needed.
• Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests.
• Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk.
• Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA.
• Performs general business growth support functions aligned to the role of the Client Associate or Wealth Management Client Associate, providing business development, investment solutions, and/or business management support to multiple FAs

Skills

Account Management

Client Management

Customer Focus

Oral Communications

Written Communications

Business Development

Pipeline Management

Trade Operations Management

Administrative Services

Client Solutions Advisory

Emotional Intelligence

Referral Identification

Education

High School Diploma / GED

Bachelor’s degree

Tools

Microsoft Suite

Job description

Merrill Wealth Management is seeking an entry-level Wealth Management Client Associate to join the Advisor Development Program in Honolulu. This role focuses on client service, supporting Financial Advisors, and preparing for licensing milestones.

You will study for SIE, Series 7, and Series 66, with licenses obtained within 120 days, and progress toward becoming a Merrill Financial Advisor through dedicated training and hands-on experience in an in-office, collaborative environment.