Wealth Client Associate — Advisor Development (SF)

Bank of America; San Francisco (CA); On-site; USD 43,000 - 56,000; Full time

Job summary

Bank of America is seeking a Wealth Management Client Associate to support Financial Advisors and build lasting client relationships. This entry role emphasizes service excellence, learning the investment and banking products, and collaboration with advisory teams to foster growth.

You will participate in training and progression through the Advisor Development Program, gaining licenses and experience to advance to a Financial Advisor role.

Qualifications

• High School Diploma or equivalent required; bachelor’s degree preferred for progression.
• Bachelor’s degree and/or one year of work experience preferred in the Wealth/Finance space.
• Proven ability to build relationships and manage multiple client needs.

Responsibilities

• Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on client servicing, risk, investments, and banking products.
• Provides excellent client service by educating clients on the bank’s service and banking offerings.
• Ensures timeliness, accuracy in client materials and follows up on FA requests.
• Identifies, deepens, and maintains client relationships while promoting bank offerings.

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

Bachelor’s degree

Job description

Bank of America is seeking a Wealth Management Client Associate to support Financial Advisors and build lasting client relationships. This entry role emphasizes service excellence, learning the investment and banking products, and collaboration with advisory teams to foster growth.

You will participate in training and progression through the Advisor Development Program, gaining licenses and experience to advance to a Financial Advisor role.