Wealth Management Client Associate – Advisor Pathway

ghr; Little Rock (AR); On-site; USD 48,000 - 66,000; Full time

Job summary

Merrill Wealth Management is seeking candidates for the Wealth Management Client Associate – Advisor Development Program (WMCA-ADP). This entry role supports Financial Advisors, helping clients while you work toward becoming a Financial Advisor.

You will study for SIE, Series 7, and Series 66 exams, with licenses within 120 days. The program advances toward building a book of business and independent client advisory responsibilities in Merrill’s offices.

Qualifications

• Self-starter in a sales role with strong client service focus.
• Proven ability to build trust and credibility with clients and colleagues.
• Excellent written and verbal communication; aptitude for relationship building.

Responsibilities

• Partners with Financial Advisors and Client Relationship Managers on client servicing, risk, investments, and banking products; escalates issues as needed.
• Provides exceptional client service by educating clients on bank services and offerings.
• Maintains timely, accurate client materials and fulfills requests from Financial Advisors.
• Ensures alignment with bank policies to support operational excellence and risk management.
• Deepens client relationships by expanding banking and investment solutions within the FA’s practice.

Skills

Account Management

Client Management

Customer and Client Focus

Issue Management

Oral Communications

Business Development

Client Solutions Advisory

Pipeline Management

Prioritization

Trade Operations Management

Administrative Services

Client Investments Management

Emotional Intelligence

Referral Identification

Written Communications

Education

High School Diploma

Bachelor’s degree

Tools

Microsoft Office Suite

Job description

Merrill Wealth Management is seeking candidates for the Wealth Management Client Associate – Advisor Development Program (WMCA-ADP). This entry role supports Financial Advisors, helping clients while you work toward becoming a Financial Advisor.

You will study for SIE, Series 7, and Series 66 exams, with licenses within 120 days. The program advances toward building a book of business and independent client advisory responsibilities in Merrill’s offices.