Advisor Development Program Client Associate
On-site · Rogers, Arkansas, United States
Job Summary
Entry-level Wealth Management Client Associate in the Advisor Development Program focused on providing client service support to Financial Advisors. Responsibilities include serving as the primary point of contact for clients, supporting enterprise strategic objectives, and helping build a book of business as you progress toward becoming a Merrill Financial Advisor. You will obtain required securities licenses (SIE, Series 7, Series 66) within 120 days, receive dedicated training, and collaborate with Financial Advisors to educate clients on banking and investment solutions, manage client relationships, ensure accuracy and timeliness of client materials, and maintain compliance with bank policies. The program includes progressive roles and training to develop skills in client service, advice delivery, and business development within a Merrill/K Bank of America structure.
Required Qualifications
- Bachelor’s degree and/or a minimum of one year of work experience
- Job requires SAFE Act registration and ongoing compliance (SAFE Act background check)
- Selective licensing requirements: obtain SIE, Series 7, and Series 66 licenses within 120 days (63 & 65 accepted in lieu of 66, if previously held)
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