Wealth Client Associate: Path to Financial Advisor

ghr; Bloomfield Hills (MI); In loco; USD 60.000 - 75.000; Tempo pieno

Descrizione del lavoro

Bank of America is seeking a Wealth Management Client Associate in the Advisor Development Program (WMCA-ADP). This entry role focuses on client service support to Financial Advisors as you pursue SIE, Series 7, and Series 66 licenses within 120 days.

Successful completion leads to progression into the Advisor Development Program and eventually building a book of business as a Financial Advisor trainee, with ongoing training and in-office support.

Competenze

• Evidence of strong client service and relationship skills.
• Familiarity with financial services or banking products is a plus.
• Ability to learn and apply new regulatory requirements quickly.

Mansioni

• Partner with Financial Advisors on client servicing and banking products.
• Educate clients on bank services and investment offerings.
• Ensure timely, accurate client materials and follow-ups.
• Support operatio nal excellence and risk management in daily work.
• Deepen client relationships by promoting bank solutions through the FA.
• Assist with business growth and coordination across teams.

Conoscenze

Account Management

Client Management

Customer and Client Focus

Issue Management

Oral Communications

Business Development

Client Solutions Advisory

Pipeline Management

Prioritization

Written Communications

Relationship Building

Networking

Formazione

Bachelor’s degree

High School Diploma / GED

Descrizione del lavoro

Bank of America is seeking a Wealth Management Client Associate in the Advisor Development Program (WMCA-ADP). This entry role focuses on client service support to Financial Advisors as you pursue SIE, Series 7, and Series 66 licenses within 120 days.

Successful completion leads to progression into the Advisor Development Program and eventually building a book of business as a Financial Advisor trainee, with ongoing training and in-office support.