Merrill Wealth Management Client Associate–Advisor Development Program: Charlotte & Associates
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 financial solutions for individuals, companies, and institutions
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, multitasking
Technologies
Microsoft Suite
Responsibilities
Provide client service support to Financial Advisors, obtain Securities Industry licenses (SIE, Series 7, Series 66), source prospective clients, recommend investment products, manage client materials and follow-ups, collaborate with banking and investment partners
Seniority
Entry-level, training-focused IC