Wealth Mgmt Advisor Dev Program - Client Associate

ghr; Williamsport (Lycoming County); On-site; USD 52,000 - 78,000; Full time

Benefits offered by this job

World-class training

On-boarding programs

Career development opportunities

Job summary

Merrill Wealth Management is seeking an entry role through the Advisor Development Program to become a Financial Advisor. You will begin by earning SIE, Series 7, and Series 66 licenses within 120 days, with study time provided. You’ll support Financial Advisors, deliver client services, and progress toward building a personal client base.

The program emphasizes in-office training, career development, and ongoing coaching as you move toward becoming a Merrill Financial Advisor.

Qualifications

• Bachelor’s degree or higher and/or at least one year of work experience.
• Strong communication and interpersonal abilities with a focus on client service.
• Demonstrated ability to establish trust and manage multiple tasks.

Responsibilities

• Partner with Financial Advisors to provide client servicing and support.
• Educate clients on bank offerings and ensure timely, accurate materials.
• Assist with growth, risk management, and operational excellence initiatives.
• Identify client needs and coordinate with internal specialists for solutions.
• Support development of a book of business as trainees progress in the program.

Skills

Client Relationship Management

Account Management

Customer and Client Focus

Oral Communications

Written Communications

Pipeline Management

Business Development

Client Solutions Advisory

Prioritization

Emotional Intelligence

Referral Identification

Issue Management

Microsoft Suite

Education

Bachelor's degree

High School Diploma or GED

Tools

Microsoft Suite

Job description

Merrill Wealth Management is seeking an entry role through the Advisor Development Program to become a Financial Advisor. You will begin by earning SIE, Series 7, and Series 66 licenses within 120 days, with study time provided. You’ll support Financial Advisors, deliver client services, and progress toward building a personal client base.

The program emphasizes in-office training, career development, and ongoing coaching as you move toward becoming a Merrill Financial Advisor.