Wealth Management Client Associate — Path to Financial Advisor
Listed on 2026-10-13
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Merrill Wealth Management in Westlake Village, CA, is hiring for an entry-level Wealth Management Client Associate – Advisor Development Program (WMCA-ADP). This role starts with licensing training (SIE, Series 7, 66) and progresses toward becoming a Merrill Financial Advisor through hands-on client service and development activities.
You will support Financial Advisors, manage client relationships, and complete mandated training while advancing toward a full advisory role in Bank of America
Are you ready to take on the Wealth Management Client Associate — Path to Financial Advisor role at NBMBAA?
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Westlake Village, CA, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 75.000 - 78.000.
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