Advisor Development Program — Client Associate

Bank of America; Fort Lauderdale (FL); On-site; USD 52,000 - 77,000; Full time

Job summary

Bank of America’s Wealth Management team in Fort Lauderdale seeks an entry-level Wealth Management Client Associate through the Advisor Development Program. You’ll obtain securities licenses (SIE, Series 7, 66) within 120 days, then progress toward becoming a Merrill Financial Advisor, supporting FAs and building a client base.

You’ll gain world-class training, collaborate with banking and investment partners, and advance through progressive roles within the Advisor Development Program to reach

Qualifications

• Displays confidence working as a self-starter in a sales role.
• Builds strong client relationships through effective communication.
• Demonstrates a proactive mindset and effective time management.
• Shows a results-driven growth mindset prioritizing client interests.
• Ability to source clients through prospecting and networking.

Responsibilities

• Partners with Financial Advisors and Market Supervisors on client servicing and risk.
• Provides education on banking and investment offerings to clients.
• Ensures timeliness and accuracy in client materials and requests.
• Aligns practices with bank policies to support operational excellence.
• Maintains client relationships while promoting banking integration with advisory services.
• Supports business growth with investment solutions and client management.

Skills

Account Management

Client Management

Business Development

Client Solutions Advisory

Pipeline Management

Prioritization

Trade Operations Management

Administrative Services

Written Communications

Oral Communications

Education

High School Diploma / GED

Bachelor’s degree

Job description

Bank of America’s Wealth Management team in Fort Lauderdale seeks an entry-level Wealth Management Client Associate through the Advisor Development Program. You’ll obtain securities licenses (SIE, Series 7, 66) within 120 days, then progress toward becoming a Merrill Financial Advisor, supporting FAs and building a client base.

You’ll gain world-class training, collaborate with banking and investment partners, and advance through progressive roles within the Advisor Development Program to reach