Wealth Management Client Associate - Advisor Development

ghr; Florham Park (NJ); Vor Ort; USD 48.000 - 50.000; Vollzeit

Zusammenfassung

Merrill Wealth Management is seeking an entry-level Wealth Management Client Associate (ADP) in Florham Park, NJ. The role focuses on providing client service support to Financial Advisors and mastering Securities licensing (SIE, Series 7, 66) within 120 days.

Progression leads to a Financial Advisor trainee role, building a book of business and eventually becoming a Merrill Financial Advisor. Strong communication and collaboration are essential.

Qualifikationen

• Bachelor’s degree and/or a minimum of one year of work experience
• Proven ability to quickly build trust and credibility
• Strong interpersonal and relationship-building skills

Aufgaben

• Partners with Financial Advisors on client servicing, risk, investments, and banking products.
• Provides excellent client service by educating customers on bank offerings.
• Ensures timeliness and accuracy in client materials and requests.
• Identifies opportunities to deepen client relationships and promote bank solutions.

Jobbeschreibung

Merrill Wealth Management is seeking an entry-level Wealth Management Client Associate (ADP) in Florham Park, NJ. The role focuses on providing client service support to Financial Advisors and mastering Securities licensing (SIE, Series 7, 66) within 120 days.

Progression leads to a Financial Advisor trainee role, building a book of business and eventually becoming a Merrill Financial Advisor. Strong communication and collaboration are essential.