Wealth Management Client Associate: Advisor in Training (SF)

ghr; San Francisco (CA); On-site; USD 41,000 - 58,000; Full time

Job summary

Merrill Wealth Management is seeking an entry‑level Wealth Management Client Associate to support Financial Advisors and build a durable client base. The role focuses on client service, learning the advisor‑driven process, and progressing toward a Financial Advisor position through formal training and licensing.

You will obtain securities licenses (SIE, Series 7, Series 66) within 120 days and learn the foundations of advisory work.

Qualifications

• Displays confidence in a sales role while building client relationships.
• Demonstrates effective time management and proactive prioritization of tasks.
• Communicates clearly and persuasively with clients and teammates.
• Sourses and nurtures client opportunities through outbound and inbound efforts.

Responsibilities

• Partners with Financial Advisors and Client Relationship Managers on client servicing, risk, investments, and banking products.
• Provides excellent client service to the bank’s clients and educates them on service offerings.
• Ensures timeliness, accuracy, and completeness in client materials and responds to FA requests.
• Supports operational excellence and compliance by following bank policies and procedures.

Skills

Sales mindset

Client relationships

Time management

Effective communication

Proactive approach

Team collaboration

Education

Bachelor's degree or equivalent

Tools

Microsoft Office Suite

Job description

Merrill Wealth Management is seeking an entry‑level Wealth Management Client Associate to support Financial Advisors and build a durable client base. The role focuses on client service, learning the advisor‑driven process, and progressing toward a Financial Advisor position through formal training and licensing.

You will obtain securities licenses (SIE, Series 7, Series 66) within 120 days and learn the foundations of advisory work.