Advisor Development Program Client Associate - San Francisco
About the role
Merrill Wealth Management is seeking an enthusiastic individual to join the Advisor Development Program as a Wealth Management Client Associate (WMCA - ADP). This role is an entry point into the program aimed at transitioning into a full-scale Financial Advisor at Merrill.
Responsibilities
- Support enterprise strategic objectives and operational excellence goals
- Customize solutions based on specific client needs
- Serve as the primary point of contact for clients and FAs
- Build and manage client relationships
- Manage a book of business and meet performance requirements
- Collaborate with core banking and investment partners
Requirements
- Obtain Securities Industry licenses (SIE, Series 7, Series 66)
- Build strong client relationships through effective communication and collaboration
- Proactively manage time and prioritize tasks
- Identify and recommend appropriate client solutions
- Work collaboratively and independently
- Listen and probe for clarity and understanding
- Use computer/technical literacy and proficiency in applications such as Microsoft Suite
Qualifications
- Bachelor’s degree and/or minimum of one year of work experience
- Learns and adapts to new technology or applications
- Executes multiple tasks simultaneously
Skills
- Account Management
- Client Management
- Customer and Client Focus
- Issue Management
- Oral Communications
- Business Development
- Client Solutions Advisory
- Pipeline Management
- Prioritization
- Trade Operations Management
- Administrative Services
- Client Investments Management
- Emotional Intelligence
- Referral Identification
- Written Communications
Benefits
We offer comprehensive training and on-boarding programs, including access to award-winning Academy at Bank of America and local leadership who are invested in your success. You will also have the opportunity to collaborate with core banking and investment partners, connect to all the solutions we provide through Bank of America and Merrill, and provide end-to-end comprehensive advice to clients.
Pay
Details on pay will be provided during the interview process.
Schedule
The role is available on a 1st shift (United States of America) basis, with 40 hours per week.