Merrill Advisor Development Program Client Associate - Eastern Pennsylvania
Core
Entry-level role supporting Financial Advisors in client service, prospecting, and relationship building as part of a program to become a full Financial Advisor.
Role type
Entry-level Financial Advisor trainee / Client Associate
Builds
Client relationships and book of business for individuals, companies, and institutions
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
client relationship building, prospecting and networking, recommending investment products, time management, self-starter mindset, results-driven growth mindset, trust building, need assessment, solution recommendation, collaboration, listening and probing, computer literacy
Preferred skills
Bachelor's degree, 1+ years 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 relationships, ensure compliance with bank policies, complete mandated training and performance goals
Seniority
Entry-level, training-focused IC