Wealth Management Client Associate – Advisor Development Program

This entry-level role within the Advisor Development Program provides client service support to Financial Advisors while preparing for progression to a full-scale Financial Advisor position. The role involves obtaining required securities licenses, delivering comprehensive client service, and building foundational skills in wealth management and client advocacy. Participants will engage in progressive training and experiential activities to ultimately build and manage a book of business as a Merrill Financial Advisor.