Wealth Management Client Associate - Advisor Development Track

ghr; Wayzata (MN); On-site; USD 41,000 - 58,000; Full time

Benefits offered by this job

World-class training

One-on-one coaching

Career progression

Professional license support

Collaborative culture

Job summary

Merrill Wealth Management in the United States is seeking an entry Wealth Management Client Associate – Advisor Development Program (WMCA-ADP). You will support Financial Advisors by delivering client service and developing foundational advisory skills as you pursue licenses and progression toward a Merrill Financial Advisor role.

You will study for SIE, Series 7, and Series 66 within 120 days (63/65 accepted).

Qualifications

• Displays confidence as a self-starter in a sales role.
• Builds strong client relationships through communication and collaboration.
• Demonstrates time management and a results-driven mindset.
• Identifies client solutions and works with partners to deliver.
• Proficiency in Microsoft Office and general tech literacy.

Responsibilities

• Partners with Financial Advisors and Client Relationship Managers on client servicing.
• Provides excellent client service and educates clients on banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials.
• Supports operational excellence and manages risk with policies.
• Identifies and deepens client relationships leveraging the bank’s offerings.
• Performs business growth support and assists with investment solutions.

Skills

Client relationships

Communication

Time management

Self-starter

Team collaboration

Problem solving

Listening

Education

Bachelor’s degree

One year work experience

Tools

Microsoft Office

Job description

Merrill Wealth Management in the United States is seeking an entry Wealth Management Client Associate – Advisor Development Program (WMCA-ADP). You will support Financial Advisors by delivering client service and developing foundational advisory skills as you pursue licenses and progression toward a Merrill Financial Advisor role.

You will study for SIE, Series 7, and Series 66 within 120 days (63/65 accepted).