Wealth Management Client Associate - Advisor Development

NBMBAA; Burlington, Northern (VT, KY); Hybrid; USD 43,000 - 56,000; Full time

Job summary

Merrill Wealth Management is seeking an entry-level Wealth Management Client Associate – Advisor Development Program (WMCA-ADP). You will support Financial Advisors, advance through licensing (SIE, Series 7, 66) within 120 days, and progress toward becoming a Merrill Financial Advisor.

You’ll build client relationships while learning to provide comprehensive investment and banking guidance. Responsibilities include servicing clients, supporting enterprise objectives, and preparing you for a

Qualifications

• Minimum Education: High School Diploma / GED or equivalent.
• Desirable: Bachelor’s degree in any field or related experience.
• Experience in a client-facing role is a plus.

Responsibilities

• Partners with Financial Advisors, Client Relationship Managers and Market Supervisors on client servicing, risk, investments, and banking products.
• Provides excellent client service and educates clients on the bank's service and banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials and FA requests.
• Supports operational excellence and risk management aligned with bank policies.
• Identifies, deepens, and maintains client relationships through the bank's offerings.
• Performs growth support functions, including business development and investment solutions.

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

High School Diploma / GED

Bachelor’s degree

Job description

Merrill Wealth Management is seeking an entry-level Wealth Management Client Associate – Advisor Development Program (WMCA-ADP). You will support Financial Advisors, advance through licensing (SIE, Series 7, 66) within 120 days, and progress toward becoming a Merrill Financial Advisor.

You’ll build client relationships while learning to provide comprehensive investment and banking guidance. Responsibilities include servicing clients, supporting enterprise objectives, and preparing you for a