Advisor Development Program Client Associate

Merrill Wealth Management

Not specified; not specified; not specified
Securities industry essentials sie license
Series 7 and series 66 exam completion
Client service support for financial advisors
The role serves as an entry point into the Advisor Development Program with the ultimate goal of becoming a full-scale Financial Advisor at Merrill

Job Summary

  • The role serves as an entry point into the Advisor Development Program with the ultimate goal of becoming a full-scale Financial Advisor at Merrill.
  • Candidates must obtain Securities Industry Essentials, Series 7, and Series 66 licenses within 120 days to progress in the program.
  • The position offers world-class training, one-on-one coaching, and access to Bank of America's investment insights and banking convenience.

Matching Summary

The role serves as an entry point into the Advisor Development Program with the ultimate goal of becoming a full-scale Financial Advisor at Merrill.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Securities Industry Essentials SIE license
  • Series 7 and Series 66 exam completion
  • Client service support for Financial Advisors
  • Prospecting and networking abilities
  • Microsoft Suite proficiency

Nice-to-have

  • Entrepreneurial mindset with sales focus
  • Strong interpersonal relationship building skills
  • Proactive problem-solving approach
  • Ability to work collaboratively in a team
  • Results-driven growth mindset

Key Requirements

  • Obtain SIE, Series 7, and Series 66 licenses within 120 days
  • Bachelor's degree or minimum one year of work experience
  • SAFE Act registration compliance

Work Rights

Not specified

Tailored Resume

Cover Letter