Merrill Wealth Management Client Associate - Advisor Development Program: Minnesota Market
Core
Entry-level role supporting Financial Advisors in client service, prospecting, and solution delivery within a wealth management context.
Role type
Entry-level Wealth Management Client Associate (Advisor Development Program)
Builds
Client relationships and a book of business for Financial Advisors
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
prospecting, client relationship building, solution recommendation, time management, self-starter mindset, trust building, needs assessment, collaboration, technical literacy
Preferred skills
Bachelor's degree, 1+ years work experience, adaptability to new technology
Technologies
Microsoft Suite
Responsibilities
Partner with Financial Advisors on client servicing and risk; provide client education on banking and investment offerings; ensure accuracy and timeliness in client materials; assist with policy alignment and risk management; source prospective clients and execute customized solutions.
Seniority
Entry-level, training-focused IC