Wealth Management Client Associate - Advisor Development

Colorado Psychiatric; Boulder (CO); Híbrido; USD 41.000 - 58.000; Jornada completa

Descripción de la vacante

Merrill Wealth Management is seeking an entry-level Wealth Management Client Associate for the Advisor Development Program in Boulder, CO. You will support Financial Advisors, obtain licenses (SIE, Series 7, 66), and progress toward becoming a Merrill Financial Advisor.

Role emphasizes client service, professional development, and collaboration with banking partners, with a clear path to manage a book of business and advance within the Advisor Development Program.

Formación

• Self-starter in a sales role with a proactive mindset.
• Builds strong client relationships through effective communication.
• Demonstrates a results-driven growth mindset and prioritizes client interests.
• Able to source clients through extensive prospecting and networking.

Responsabilidades

• Partners with Financial Advisors and market supervisors on client servicing and banking products.
• Provides excellent client service and educates clients on bank offerings.
• Ensures timeliness, accuracy, and completeness in client materials.
• Aligns practices with bank policies to support operations and risk management.
• Identifies and deepens client relationships while promoting banking solutions.
• Performs business growth support and provides investment solutions to multiple FAs.

Conocimientos

Self-starter in a sales role

Builds strong client relationships

Effective communication

Time management

Results-driven growth mindset

Sourcing clients through prospecting

Listening and probing for clarity

Entrepreneurial mindset

Follow-through on commitments

Microsoft Office / basic tech literacy

Educación

Bachelor's degree

High School Diploma / GED

Herramientas

Microsoft Suite

Descripción del empleo

Merrill Wealth Management is seeking an entry-level Wealth Management Client Associate for the Advisor Development Program in Boulder, CO. You will support Financial Advisors, obtain licenses (SIE, Series 7, 66), and progress toward becoming a Merrill Financial Advisor.

Role emphasizes client service, professional development, and collaboration with banking partners, with a clear path to manage a book of business and advance within the Advisor Development Program.