Wealth Management ADP: Client Associate Financial Advisor

Bank of America

Florida

On-site

USD 45,000 - 60,000

Full time

3 days ago

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Job summary

Bank of America Merrill Wealth Management is hiring for the Wealth Management Client Associate - Advisor Development Program (WMCA-ADP), an entry role preparing to become a Financial Advisor. You'll support Financial Advisors, develop licenses (SIE, Series 7, 66) within 120 days, and learn foundational skills to advance through the program in a Merrill office.

This role emphasizes client service, enterprise objectives, and building a book of business over time, with dedicated training, coaching,

Qualifications

Bachelor’s degree and/or minimum one year of work experience.
Experience in banking or financial services is a plus.
Strong client service orientation and willingness to obtain licenses.
Ability to learn and progress in Advisor Development Program.

Responsibilities

Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all aspects of client servicing, risk, investments, and banking products, while receiving guidance and escalating issues as needed.
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings.
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor requests.
Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk.
Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices.