Wealth Management Client Associate: Advisor Pathway

Tech Sales Jobs; Boise (ID); On-site; USD 60,000 - 85,000; Full time

Job summary

Merrill Wealth Management seeks a Wealth Management Client Associate for its Advisor Development Program. This entry role supports Financial Advisors, and you will obtain SIE, Series 7, and 66 licenses within 120 days, building foundational skills to advance as a Merrill Financial Advisor.

You will deliver client service, develop productive client relationships, and progress through progressive roles to manage a book of business within Bank of America Merrill.<\/p>

Qualifications

• Minimum Education: High School Diploma / GED / Equivalent
• Bachelor’s degree and/or 1 year of work experience preferred
• Demonstrates proactive mindset and ability to source clients

Responsibilities

• Support Financial Advisors with client servicing and banking product guidance
• Provide excellent client service and address client needs promptly
• Assist in building and maintaining client relationships while mitigating risk
• Participate in training to progress toward becoming a Financial Advisor

Skills

Client relationships

Communication

Time management

Self-starter

Sales orientation

Education

High School Diploma or GED

Bachelor’s degree (desired)

Tools

Microsoft Office

CRM systems

Job description

Merrill Wealth Management seeks a Wealth Management Client Associate for its Advisor Development Program. This entry role supports Financial Advisors, and you will obtain SIE, Series 7, and 66 licenses within 120 days, building foundational skills to advance as a Merrill Financial Advisor.

You will deliver client service, develop productive client relationships, and progress through progressive roles to manage a book of business within Bank of America Merrill.<\/p>