Wealth Management Client Associate — Advisor Development

ghr; Colorado Springs (CO); On-site; USD 48,000 - 55,000; Full time

Job summary

Merrill Wealth Management is seeking an entry-level Wealth Management Client Associate for the Advisor Development Program in Colorado Springs. You will support Financial Advisors, help manage client relationships, and advance through licensed training to become a Financial Advisor.

The role emphasizes study time for SIE, Series 7, and Series 66 while building foundational advisory skills and a book of business under guidance from senior advisors.

Qualifications

• Minimum Bachelor's degree or equivalent work experience.
• Strong client communication and relationship building required.
• Proactive self-starter with time management and multitasking skills.

Responsibilities

• Provide client servicing support to Financial Advisors.
• Assist with maintaining client relationships and preparing materials.
• Coordinate with banking and investment partners to meet needs.

Skills

Client relationships

Communication

Time management

Sales mindset

Proactive mindset

Team collaboration

Microsoft Suite

Prospecting

Education

Bachelor's degree

High School Diploma / GED

Tools

Microsoft Office

Job description

Merrill Wealth Management is seeking an entry-level Wealth Management Client Associate for the Advisor Development Program in Colorado Springs. You will support Financial Advisors, help manage client relationships, and advance through licensed training to become a Financial Advisor.

The role emphasizes study time for SIE, Series 7, and Series 66 while building foundational advisory skills and a book of business under guidance from senior advisors.