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About the Role

The Wealth Management Client Associate – Advisor Development Program (WMCA - ADP) is an entry-level role designed to transition individuals into becoming a Financial Advisor at Merrill. This role provides client service support to Financial Advisors and involves obtaining necessary securities licenses, learning foundational skills, and progressing through a structured development program.

Responsibilities

Provide client service support to multiple Financial Advisors (FAs).
Support enterprise strategic objectives, operational excellence goals, and client advocacy.
Serve as the primary point of contact for client service needs.
Act as a resource for FAs on the team.
Develop a book of business to meet and exceed performance hurdles.
Effectively prioritize and source prospective clients, capitalize on referrals, and assess customer needs.
Refer customers to appropriate internal specialists and execute customized solutions.
Recommend suitable investment products and services based on client objectives.
Balance investment growth, referral activities, customer follow-up, prospect building, administrative compliance, and personal development.
Organize and manage resources (time, people, budget) to run a productive practice.
Seek expertise from specialists to identify planning and investment strategies.
Complete mandated training, assessments, performance goals, and continuing education requirements.
Partner with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on client servicing, risk, investments, and banking products.
Provide excellent client service by educating clients on bank service and banking offerings.
Ensure timeliness, accuracy, and completeness in client materials and follow up on requests.
Assist in aligning practices with bank policies and procedures to support operational excellence, protect clients, and manage risk.
Identify, deepen, and maintain client relationships by emphasizing bank offerings and promoting banking incorporation.
Perform general business growth support functions, providing business development, investment solutions, and/or business management support to multiple FAs.

Requirements

Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 Exams within 120 days (63 & 65 accepted in lieu of 66 if previously held).
Display confidence working as a self-starter in a sales role.
Build strong client relationships through effective communication and collaboration.
Display a proactive mindset and effective time management.
Demonstrate a results-driven growth mindset and prioritize client interests.
Identify appropriate client solutions through application of learnings and new information.
Possess exceptional interpersonal and relationship-building skills.
Possess effective communication skills (written and verbal).
Proven ability to quickly build trust and credibility.
Proven ability to assess needs and recommend appropriate solutions.
Proven ability to work both collaboratively on a team and independently.
Proven ability to listen and probe for clarity and understanding.
Possess an entrepreneurial mindset with a proven ability to source clients through prospecting and networking.
Strong follow-through skills.
Computer/technical literacy and proficiency in applications such as Microsoft Suite.
Learns and adapts to new technology or applications.
Executes multiple tasks simultaneously.
Subject to SAFE Act registration requirements, including background check and registration process.
Must maintain good standing with the federal registry system for SAFE Act registration.

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

Location

United States of America

Work Type

Onsite
Full-time

Experience Level

Entry role
Minimum of one year of work experience (desired)

Education Level

High School Diploma / GED / Secondary School or equivalent
Bachelor's degree (desired)

Benefits

World-class training and on-boarding programs
Training and one-on-one coaching from the Academy at Bank of America and local leadership
Defined consultative approach to identify client needs and solutions
End-to-end comprehensive advice
Client reviews/presentations
Strategies to help achieve financial goals and life priorities
Collaboration with core banking and investment partners
Access to all solutions provided through Bank of America and Merrill

About the Company

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services.
Specializes in goals-based wealth management, including planning for retirement, education, and legacy.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue their envisioned life through personal relationships.
Merrill believes trust comes from transparency.
Trusted advisory teams have access to Merrill's investment insights and Bank of America's banking convenience.
Merrill is committed to an in-office culture that supports collaboration, engagement, and career development.
Merrill empowers employees to bring their whole selves to work, valuing unique perspectives from diverse backgrounds.
The Advisor Development Program is designed for individuals excited to make a career transition into becoming a Financial Advisor.