Wealth Management Client Associate – Advisor Development Program

The Wealth Management Client Associate – Advisor Development Program is an entry-level role designed to support Financial Advisors while preparing individuals for a career transition into becoming a Merrill Financial Advisor. This position involves providing comprehensive client service support, obtaining necessary securities industry licenses, and developing foundational skills in wealth management and client advocacy. The role offers a progressive path through dedicated training and experiential activities to ultimately build a book of business as a Financial Advisor.