Wealth Management Client Associate — Advisor Development Program

NBMBAA; Northern (KY); Hybrid; USD 101,942,000 - 112,963,000; Full time

Benefits offered by this job

World-class training

One-on-one coaching

Business knowledge growth

End-to-end comprehensive advisory

Job summary

Merrill Wealth Management is seeking a Wealth Management Client Associate for the Advisor Development Program (ADP) to begin in an entry role toward becoming a Financial Advisor. You'll support Financial Advisors, study for SIE/Series exams, and advance through progressive roles to eventually manage client relationships as a Merrill Financial Advisor.

You’ll obtain SIE, Series 7, and Series 66 licenses within 120 days, and receive training, coaching, and resources to develop your advisory

Qualifications

• Self-starter in a sales role
• Builds strong client relationships through effective communication and collaboration
• Displays a proactive mindset and effective time management
• Demonstrates a results-driven growth mindset and prioritizes client interests
• Identifies appropriate client solutions through application of learnings and new information
• Exceptional interpersonal and relationship building skills
• Effective communication skills (written and verbal)
• Proven ability to quickly build trust and credibility
• Proven ability to assess needs of and recommend appropriate solutions
• Proven ability to work both collaboratively on a team with key partners and independently
• Proven ability to listen and probe for clarity and understanding
• Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking
• Strong follow-through skills
• Computer/technical literacy and proficiency in applications such as Microsoft Suite

Responsibilities

• Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all aspects of client servicing, risk, investments, and banking products, while receiving appropriate guidance and escalating issues as needed
• Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
• Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
• Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
• Performs general business growth support functions aligned to the role of the Client Associate or Wealth Management Client Associate, providing business development, investment solutions, and/or business management support to multiple FAs

Job description

Merrill Wealth Management is seeking a Wealth Management Client Associate for the Advisor Development Program (ADP) to begin in an entry role toward becoming a Financial Advisor. You'll support Financial Advisors, study for SIE/Series exams, and advance through progressive roles to eventually manage client relationships as a Merrill Financial Advisor.

You’ll obtain SIE, Series 7, and Series 66 licenses within 120 days, and receive training, coaching, and resources to develop your advisory