Wealth Advisor Development: Start as Client Associate

Bank of America; Raleigh (NC); On-site; USD 45,000 - 65,000; Full time

Job summary

Bank of America’s Wealth Management Client Associate – Advisor Development Program (WMCA-ADP) is an entry role designed to train candidates to become a Merrill Financial Advisor. You’ll support Financial Advisors, obtain securities licenses, and progress through stages building a client book.

You will study for SIE, Series 7, and Series 66 within 120 days and develop foundational client-service and advisory skills in preparation for a future advisory role.

Qualifications

• Requires a track record of building client relationships and delivering service excellence.
• Must be able to quickly build trust and credibility with clients and partners.
• Candidates should demonstrate strong time management and organizational skills.

Responsibilities

• Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on client servicing, risk, investments, and banking products.
• Provides excellent client service and educates clients on the bank's service and banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Supports operational excellence, risk management, and policy adherence.
• Identifies, deepens, and maintains client relationships through the bank's offerings and promotes banking integration.
• Performs general business growth support, including investment solutions and business management support to multiple FAs.

Skills

Client Management

Account Management

Written Communications

Oral Communications

Business Development

Client Solutions Advisory

Pipeline Management

Prioritization

Trade Operations Management

Administrative Services

Emotional Intelligence

Referral Identification

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor’s degree

Tools

Microsoft Office

Job description

Bank of America’s Wealth Management Client Associate – Advisor Development Program (WMCA-ADP) is an entry role designed to train candidates to become a Merrill Financial Advisor. You’ll support Financial Advisors, obtain securities licenses, and progress through stages building a client book.

You will study for SIE, Series 7, and Series 66 within 120 days and develop foundational client-service and advisory skills in preparation for a future advisory role.