Wealth Advisor Development Program Associate

Bank of America; Sacramento (CA); On-site; USD 41,000 - 58,000; Full time

Job summary

Bank of America’s Merrill Wealth Management is seeking an entry-level Wealth Management Client Associate (WMCA-ADP) to support Financial Advisors and begin the Advisor Development Program. You will study for SIE, Series 7, and Series 66 licenses and progressively build a practice, while serving as the primary client contact.

As you advance, you will train to become a Merrill Financial Advisor, building relationships, managing client needs, and delivering tailored guidance in a collaborative,

Qualifications

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

Responsibilities

• Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all aspects of client servicing, risk, investments, and banking products.
• Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor requests.
• Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence 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.
• 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.

Skills

Self-starter

Client relationships

Time management

Communication skills

Entrepreneurial mindset

Prospecting

Team collaboration

Active listening

Problem solving

Microsoft Office

Education

Bachelor's degree

High School Diploma / GED

Job description

Bank of America’s Merrill Wealth Management is seeking an entry-level Wealth Management Client Associate (WMCA-ADP) to support Financial Advisors and begin the Advisor Development Program. You will study for SIE, Series 7, and Series 66 licenses and progressively build a practice, while serving as the primary client contact.

As you advance, you will train to become a Merrill Financial Advisor, building relationships, managing client needs, and delivering tailored guidance in a collaborative,