Ghr
Advisor Development Program Client Associate - San Francisco
San Francisco
Sponsorship not specifiedDetected 5 days ago
SalesAccount ManagementBusiness DevelopmentPipeline ManagementOperations ManagementLeadershipCommunicationCollaborationTime ManagementMentoringPublic Speaking
About the role
- Job Description: Advisor Development Program Client Associate Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.
- Merrill's Financial Advisors and Wealth Management Client Associates help pursue the life they envision through a personal relationship with their advisory team committed to their needs.
- We believe trust comes from transparency.
Responsibilities
- Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all aspects of client servicing, risk, investments, and banking products, while receiving appropriate guidance and escalating issues as needed
- Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
- Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
- Performs general business growth support functions aligned to the role of the Client Associate or Wealth Management Client Associate, providing business development, investment solutions, and/or business management support to multiple FAs
- Developing a book of business in order to meet and exceed established performance hurdles
- Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term planning
- Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
- Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help achieve their financial goals and life priorities.
- Collaborate with core banking and investment partners. Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
- The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.
Requirements
- Proven ability to assess needs of and recommend appropriate solutions
- Proven ability to listen and probe for clarity and understanding
- Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking
- Computer/technical literacy and proficiency in applications such as Microsoft Suite
- Bachelor's degree and/or a minimum of one year of work experience
- Your SIE, Series 7 & 66 must be obtained within 120 days
- Learns and adapts to new technology or applications
- Executes multiple tasks simultaneously
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
Compensation
- $35.90 - $35.90 hourly pay, offers to be determined based on experience, education and skill set.
- Predictable pay
- This role is compensated with a base salary and is not incentive eligible.
- Pay Transparency details
- Pay and benefits information
Benefits
- This role is currently benefits eligible.
- Completing mandated training, assessments, performance goals and continuing education requirements
Company info
- Effectively prioritizing and sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs
- At Merrill, we empower you to bring your whole self to work.
This listing is sourced directly from Ghr's careers page and normalized into a canonical job model.