Wealth Management ADP: Client Associate — Grow Into Advisor

Bank of America; Rogers (AR); On-site; USD 45,000 - 75,000; Full time

Job summary

Bank of America is seeking an entry-level Wealth Management Client Associate for its Advisor Development Program (ADP). The role focuses on client service for Financial Advisors and provides dedicated study time for SIE, Series 7, and Series 66 exams, with licenses targeted within 120 days.

Success leads to a Merrill Financial Advisor role, combining training with hands-on client guidance. As you progress, you’ll support enterprise objectives, enhance operational excellence, and serve as a

Qualifications

• Self-starter with a sales orientation and ability to build client relationships.
• Strong communication and collaboration skills.
• Proactive time management and trust-building abilities.

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 bank offerings and ensuring timely, accurate materials.
• Maintains client relationships and assists with guidance to ensure compliance with bank policies and procedures.
• Supports business growth and investment solutions for multiple Financial Advisors.
• Escalates issues as needed and sustains performance through ongoing training and development.

Job description

Bank of America is seeking an entry-level Wealth Management Client Associate for its Advisor Development Program (ADP). The role focuses on client service for Financial Advisors and provides dedicated study time for SIE, Series 7, and Series 66 exams, with licenses targeted within 120 days.

Success leads to a Merrill Financial Advisor role, combining training with hands-on client guidance. As you progress, you’ll support enterprise objectives, enhance operational excellence, and serve as a