Merrill Wealth Management Client Associate–Advisor Development Program: Blue Ridge

About the Role

The Wealth Management Client Associate – Advisor Development Program (WMCA - ADP) is an entry-level role within Merrill's Advisor Development Program, designed for individuals seeking a career transition into becoming a Financial Advisor. This role provides client service support to Financial Advisors (FAs) while preparing participants for the foundational skills needed to advance in the program.

Responsibilities

• Obtain Securities Industry licenses (SIE, Series 7, and Series 66) within 120 days of starting the role.
• Provide client service support to multiple Financial Advisors, acting as the primary point of contact for client needs.
• Support enterprise strategic objectives, operational excellence goals, and client advocacy within the FA’s business.
• Customize solutions based on client needs and ensure alignment with Merrill’s policies and procedures.
• Progress into the next stage of the Advisor Development Program by demonstrating proficiency and completing experiential activities.
• Build and manage a book of business as a Financial Advisor trainee, acquiring clients and guiding them with advice and solutions.
• Collaborate with core banking and investment partners to meet client financial needs.

Qualifications

• High School Diploma / GED / Secondary School or equivalent (minimum requirement).
• Bachelor’s degree and/or a minimum of one year of work experience (desired).
• Ability to obtain and maintain SAFE Act registration for residential loan mortgage originations.

Skills

• Strong client relationship-building and communication skills.
• Proactive mindset, effective time management, and results-driven growth mindset.
• Ability to assess client needs and recommend appropriate solutions.
• Entrepreneurial mindset with proven ability to source clients through prospecting and networking.
• Proficiency in Microsoft Suite and adaptability to new technology.
• Exceptional interpersonal, written, and oral communication skills.

Schedule

1st shift (United States of America), 37.5 hours per week.