Wealth Management Client Associate - ADP Path

ghr; Houston (TX); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

World-class training

Career progression

Job summary

Merrill Wealth Management is seeking a Wealth Management Client Associate – Advisor Development Program (WMCA-ADP) to join the career path toward becoming a Merrill Financial Advisor. The role provides client service support to Financial Advisors and begins with earning securities licenses (SIE, Series 7, Series 66) within 120 days.

You will learn foundational skills, support enterprise objectives, and progress through the Advisor Development Program toward building a book of business, then

Qualifications

• Bachelor’s degree and/or minimum of one year of work experience.
• Learns and adapts to new technology or applications.
• Executes multiple tasks simultaneously.

Responsibilities

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

Skills

Account Management

Client Management

Customer and Client 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 / Secondary School or equivalent

Job description

Merrill Wealth Management is seeking a Wealth Management Client Associate – Advisor Development Program (WMCA-ADP) to join the career path toward becoming a Merrill Financial Advisor. The role provides client service support to Financial Advisors and begins with earning securities licenses (SIE, Series 7, Series 66) within 120 days.

You will learn foundational skills, support enterprise objectives, and progress through the Advisor Development Program toward building a book of business, then