Wealth Client Associate - Advisor Development

Bank of America; Grand Rapids (MI); On-site; USD 55,000 - 75,000; Full time

Job summary

Bank of America seeks a Wealth Management Client Associate – Advisor Development Program (WMCA-ADP) to begin an entry path toward becoming a Merrill Financial Advisor. You will support Financial Advisors by delivering client service, coordinating licensing studies, and applying a consultative approach to meet client needs.

Initial milestones include obtaining SIE, Series 7, and Series 66 licenses within 120 days.

Qualifications

• Bachelor's degree or 1+ year of work experience preferred.
• Requires high standards of client service and ethical behavior.
• Demonstrates strong communication and relationship-building skills.

Responsibilities

• Partner with Financial Advisors to service clients and manage banking products and investments.
• Educate clients on bank offerings and ensure timely, accurate materials.
• Support risk management and operational excellence within the practice.

Skills

Self-starter

Client relationships

Time management

Communication

Sales mindset

Entrepreneurial mindset

Proactive learner

Attention to detail

Team collaboration

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Bank of America seeks a Wealth Management Client Associate – Advisor Development Program (WMCA-ADP) to begin an entry path toward becoming a Merrill Financial Advisor. You will support Financial Advisors by delivering client service, coordinating licensing studies, and applying a consultative approach to meet client needs.

Initial milestones include obtaining SIE, Series 7, and Series 66 licenses within 120 days.