Merrill Wealth Management Client Associate–Advisor Development Program: Carolina East
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
financial services / wealth management
Deliverable
client delivery
Required skills
client prospecting, needs assessment, solution recommendation, relationship building, time management, self-starter mindset, computer 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 timeliness and accuracy in client materials and follow up on requests.
Seniority
Entry-level, training track