Wealth Management Client Associate: Advisor Career Path

ghr; Mount Laurel Township (NJ); On-site; USD 41,000 - 58,000; Full time

Benefits offered by this job

Benefits

Job summary

Merrill Wealth Management in New Jersey is seeking an entry-level Wealth Management Client Associate (ADP) to support Financial Advisors and develop into a Merrill Financial Advisor. You will start by earning securities licenses with dedicated study time, then progress through roles focused on client service and relationship building.

Role emphasizes collaboration with advisors, enterprise objectives, and ongoing training to build a book of business.

Qualifications

• Provides client servicing support to Financial Advisors and manages inquiries.
• Obtains SIE, Series 7, and Series 66 licenses within 120 days (63/65 accepted).
• Demonstrates strong relationship building and communication skills to support enterprise objectives.

Responsibilities

• Partners with Financial Advisors and Client Relationship Managers on client servicing, risk, investments, and banking products.
• Delivers excellent client service and educates clients on bank's service offerings.
• Ensures accuracy and timeliness in client materials and responds to FA requests.
• Identifies opportunities to deepen client relationships and promote banking solutions.
• Supports building a book of business and progression within the Advisor Development Program.

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 or higher

High School Diploma / GED / Secondary School or equivalent

Tools

Microsoft Office

Job description

Merrill Wealth Management in New Jersey is seeking an entry-level Wealth Management Client Associate (ADP) to support Financial Advisors and develop into a Merrill Financial Advisor. You will start by earning securities licenses with dedicated study time, then progress through roles focused on client service and relationship building.

Role emphasizes collaboration with advisors, enterprise objectives, and ongoing training to build a book of business.