Merrill Wealth Management Client Associate – Advisor Development Program: Northern New England Market
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 a book of business for Financial Advisors
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
prospecting, client relationship building, investment product recommendation, needs assessment, time management, self-starter mindset, trust building, solution recommendation, resource management, continuing education
Preferred skills
Bachelor's degree, 1+ years work experience, adaptability to new technology, multitasking
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; obtain Securities Industry licenses (SIE, Series 7, Series 66) within 120 days; source prospective clients and execute customized solutions; recommend investment products based on client profiles; complete mandated training and performance goals.