Merrill Wealth Management Client Associate – Advisor Development Program: West Central Michigan Market
Core
Entry-level support role for Financial Advisors, providing client service, business growth support, and preparing candidates to become full Financial Advisors.
Role type
Entry-level Wealth Management Client Associate (Advisor Development Program)
Builds
Client relationships and business growth for Financial Advisors
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Client relationship building, Business development, Investment solutions advisory, Compliance adherence, Time management, Prospecting and networking, Needs assessment, Solution recommendation, Administrative support, Collaboration
Preferred skills
Bachelor's degree, 1+ year work experience, Adaptability to new technology, Multitasking
Technologies
Microsoft Suite
Responsibilities
Provide client service support to Financial Advisors, Obtain Securities Industry licenses (SIE, Series 7, Series 66), Identify and source prospective clients, Recommend investment products and services, Manage client relationships and follow-ups, Ensure alignment with bank policies and procedures, Support business growth functions for multiple Financial Advisors