Wealth Client Associate: Advisor Development & Licensing

Bank of America; Nevada; On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America’s Wealth Management program seeks a WMCA - ADP to support Financial Advisors, learn securities licensing, and progress toward becoming a Merrill Financial Advisor. You will handle client service, build relationships, and participate in training to acquire licenses (SIE, Series 7, 66) within timelines.

The program emphasizes developing a book of business, collaboration with partners, and advancing toward a Merrill Financial Advisor role with dedicated training and career

Qualifications

• Self-starter in a sales role with strong client relationships.
• Proven ability to source clients through prospecting and networking.
• Bachelor’s degree or 1 year work experience (desired).

Responsibilities

• Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on client servicing and risk management.
• Provides excellent Client Service to bank clients through education on banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials and FA requests.
• Supports operational excellence and risk management across practices.
• Identifies and deepens client relationships by promoting bank offerings to FAs.
• Performs general business growth support and investment solutions.

Skills

Account Management

Client Management

Customer and Client Focus

Issue Management

Oral Communications

Business Development

Client Solutions Advisory

Pipeline Management

Prioritization

Trade Operations Management

Administrative Services

Client Investments Management

Emotional Intelligence

Referral Identification

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor’s degree

Tools

Microsoft Office Suite

Job description

Bank of America’s Wealth Management program seeks a WMCA - ADP to support Financial Advisors, learn securities licensing, and progress toward becoming a Merrill Financial Advisor. You will handle client service, build relationships, and participate in training to acquire licenses (SIE, Series 7, 66) within timelines.

The program emphasizes developing a book of business, collaboration with partners, and advancing toward a Merrill Financial Advisor role with dedicated training and career