Wealth Management Client Associate: Advisor Development

ghr; Fort Lauderdale (FL); On-site; USD 52,000 - 76,000; Full time

Job summary

Merrill Wealth Management in the United States is seeking a Wealth Management Client Associate – Advisor Development Program (WMCA-ADP). This entry role supports Financial Advisors with client service and helps progress toward becoming a Merrill Financial Advisor.

You will start by earning securities licenses (SIE, Series 7, 66) within 120 days, and then develop foundational skills before advancing through program milestones into a licensed advisor.

Qualifications

• Strong client service mindset and ability to develop relationships.
• Proven ability to communicate clearly with clients and teammates.
• Demonstrated time management and prioritization.
• Proactive, entrepreneurial mindset with prospecting skills.
• Willing to obtain securities licenses (SIE, Series 7, 66) within 120 days.

Responsibilities

• Partners with Financial Advisors and Client Relationship Managers on client servicing, risk, investments, and banking products.
• Provides excellent client service and educates clients on bank's offerings and investment solutions.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Supports operational excellence, processes, and risk management within the FA team.
• Identifies, deepens, and maintains client relationships to grow the book of business.

Skills

Client relationships

Communication skills

Time management

Self-starter

Proactive mindset

Team collaboration

Networking/prospecting

Trust building

Written communication

Verbal communication

Education

Bachelor’s degree

Tools

Microsoft Office

Job description

Merrill Wealth Management in the United States is seeking a Wealth Management Client Associate – Advisor Development Program (WMCA-ADP). This entry role supports Financial Advisors with client service and helps progress toward becoming a Merrill Financial Advisor.

You will start by earning securities licenses (SIE, Series 7, 66) within 120 days, and then develop foundational skills before advancing through program milestones into a licensed advisor.