Wealth Management Associate: Advisor Development

ghr

Sacramento (CA)

On-site

USD 47,000 - 52,000

Full time

4 days ago

Be an early applicant

Application generator

Get a reply from this employer — a resume and cover letter tailored to exactly what they’re hiring for.

Get past ATS filters

Job summary

Merrill Wealth Management is seeking an entry-level Wealth Management Client Associate (ADP) to support Financial Advisors, learn securities licensing, and progress toward becoming a Financial Advisor. You will gain hands-on client service experience while studying for essential exams such as SIE, Series 7, and Series 66 within 120 days.

As you advance, you’ll help service multiple FAs, participate in training programs, and prepare to build a book of business as an advisor trainee.

Qualifications

Experience in a client-facing sales or banking environment is preferred.
Ability to build and maintain client relationships and provide excellent service.
Strong communication and interpersonal skills to educate clients and collaborate with teams.

Responsibilities

Serve as the primary contact for clients and Financial Advisors to address inquiries and requests.
Support advisors with client onboarding, scheduling, and documentation to ensure accuracy and compliance.
Assist in preparing client materials and reviews, while maintaining timely follow-up and follow-through on tasks.
Help build a book of business by identifying opportunities and coordinating referrals.
Maintain knowledge of bank and investment products to provide suitable guidance and solutions to clients.