Merrill Wealth Management Client Associate–Advisor Development Program: Blue Ridge
Core
Entry-level role supporting Financial Advisors in client service, prospecting, and solution delivery within wealth management.
Role type
Entry-level Financial Advisor trainee / Client Associate
Builds
Client relationships, investment solutions, and a book of business for individuals and institutions
Domain
Wealth Management / Financial Services
Required skills
client relationship building, prospecting, needs assessment, solution recommendation, time management, self-starter mindset, trust building, collaboration, Microsoft Suite proficiency
Preferred skills
Bachelor's degree, 1+ years work experience, adaptability to new technology, multitasking
Technologies
Microsoft Suite
Responsibilities
Obtain Securities Industry licenses (SIE, Series 7, Series 66) within 120 days, serve as primary point of contact for clients, recommend investment products based on client profiles, source prospective clients, prioritize and execute customized solutions, manage resources for practice growth, complete mandated training and continuing education
Seniority
Entry-level, career transition program