Wealth Management Client Associate ADP to Financial Advisor

Colorado Psychiatric; Colorado Springs (CO); On-site; USD 47,000 - 54,000; Full time

Job summary

Merrill Wealth Management, located in Colorado Springs, seeks a Wealth Management Client Associate in the Advisor Development Program. This entry role trains you toward becoming a Merrill Financial Advisor, supporting Financial Advisors with client service and learning licensing requirements.

You will progress through milestones, complete dedicated training, and build a book of business while working in a collaborative Bank of America/Merrill office environment.

Qualifications

• Displays confidence in a sales role as a self-starter.
• Builds strong client relationships through effective communication and collaboration.
• Demonstrates a proactive mindset and effective time management.
• Prioritizes client interests with a results-driven growth mindset.
• Identifies appropriate client solutions via learnings and new information.
• Exceptional interpersonal and relationship-building skills.
• Effective written and verbal communication.
• Proven ability to build trust and credibility quickly.
• Proven ability to assess needs and recommend suitable solutions.
• Proven ability to work collaboratively with partners and independently.
• Proven ability to listen and probe for clarity.
• Entrepreneurial mindset with proven ability to source clients through prospecting.
• Strong follow-through skills.
• Computer/technical literacy; proficient in Microsoft Office.

Responsibilities

• Partner with Financial Advisors and managers on client servicing, risk, investments, and banking products.
• Provide excellent client service and educate clients on the bank's services and offerings.
• Ensure timely, accurate, and complete client materials; follow up on requests.
• Align practices with bank policies to support operational excellence and risk management.
• Identify and deepen client relationships, promote banking offerings, and communicate with FAs.
• Provide business growth support, develop clients, investment solutions for multiple FAs.

Skills

Client relationships

Communication

Time management

Prospecting

Teamwork

Adaptability

Education

Bachelor's degree

High School Diploma

Tools

Microsoft Office

Job description

Merrill Wealth Management, located in Colorado Springs, seeks a Wealth Management Client Associate in the Advisor Development Program. This entry role trains you toward becoming a Merrill Financial Advisor, supporting Financial Advisors with client service and learning licensing requirements.

You will progress through milestones, complete dedicated training, and build a book of business while working in a collaborative Bank of America/Merrill office environment.