Merrill Wealth Management Client Associate–Advisor Development Program: Florida Tropics
Core
Entry-level role supporting Financial Advisors in client service, prospecting, and solution delivery within wealth management.
Role type
entry-level wealth management client associate (advisor development program)
Builds
client relationships and book of business for Financial Advisors
Domain
wealth management / financial services
Deliverable
client delivery
Required skills
client relationship building, prospecting, needs assessment, solution recommendation, time management, self-starter mindset, trust building, collaboration
Preferred skills
Bachelor's degree, 1+ year work experience, adaptability to new technology
Technologies
Microsoft Suite
Responsibilities
Provide client service support to Financial Advisors, source prospective clients, recommend investment products based on client profiles, manage client materials and follow-ups, complete mandated training and performance goals