Wealth Management Client Associate — Advisor Development

ghr; San Francisco (CA); On-site; USD 60,000 - 75,000; Full time

Job summary

Merrill Wealth Management is seeking candidates for the Wealth Management Client Associate – Advisor Development Program (WMCA-ADP). This entry role provides client service support to Financial Advisors while pursuing Securities Industry licenses.

The program progresses toward becoming a full Merrill Financial Advisor, with training and real client engagement in a collaborative office environment. You will begin by obtaining SIE, Series 7 and 66 licenses, then learn foundational skills, build a

Qualifications

• Demonstrates confidence as a self-starter in a sales context.
• Builds strong client relationships through effective communication.
• Shows proactive time management and organization.
• Shows results-driven growth mindset prioritizing client interests.
• Able to identify client needs and recommend appropriate solutions.

Responsibilities

• Partner with Financial Advisors and managers on client servicing, risk, investments, and banking products.
• Provide excellent client service and educate clients on bank's offerings.
• Ensure timeliness and accuracy in client materials; follow up on requests.
• Support operational excellence and risk management in daily activities.
• Develop and deepen client relationships while promoting bank offerings.
• Assist with business development and investment solutions to multiple advisors.

Skills

Self-starter

Client relationships

Communication

Time management

Prospecting & networking

Listening & probing

Education

Bachelor's degree

High School Diploma / GED

Tools

Microsoft Office

Job description

Merrill Wealth Management is seeking candidates for the Wealth Management Client Associate – Advisor Development Program (WMCA-ADP). This entry role provides client service support to Financial Advisors while pursuing Securities Industry licenses.

The program progresses toward becoming a full Merrill Financial Advisor, with training and real client engagement in a collaborative office environment. You will begin by obtaining SIE, Series 7 and 66 licenses, then learn foundational skills, build a