Wealth Management Client Associate — Path to Financial Advisor

NBMBAA; Sacramento, Northern (CA, KY); Hybrid; USD 67,000 - 82,000; Full time

Job summary

Merrill Wealth Management is seeking an entry-level Wealth Management Client Associate – Advisor Development Program (WMCA-ADP) to support Financial Advisors with client service and operations. You will pursue Securities Industry licenses (SIE, Series 7, Series 66) within 120 days and learn foundational skills for progression to a Financial Advisor.

We offer a structured development path with dedicated training, mentoring, and exposure to complex financial planning.

Qualifications

• Self-starter in a sales role with client service focus.
• Proven ability to build trust and credibility with clients.
• Excellent written and verbal communication skills.

Responsibilities

• Partners with Financial Advisors and Managers on client servicing, risk, investments, and banking products.
• Educates clients on the bank's service and offerings; ensures timely, accurate materials.
• Supports operational excellence and risk management in daily activities.

Skills

Self-starter orientation

Strong communication

Relationship building

Time management

Proactive mindset

Trust and credibility

Team collaboration

Client needs assessment

Sales mindset

Adaptability

Education

Bachelor’s degree or higher

High school diploma / GED

Tools

Microsoft Office

Job description

Merrill Wealth Management is seeking an entry-level Wealth Management Client Associate – Advisor Development Program (WMCA-ADP) to support Financial Advisors with client service and operations. You will pursue Securities Industry licenses (SIE, Series 7, Series 66) within 120 days and learn foundational skills for progression to a Financial Advisor.

We offer a structured development path with dedicated training, mentoring, and exposure to complex financial planning.