Wealth Management ADP: Client Associate to Advisor

ghr; Chattanooga (TN); On-site; USD 45,000 - 65,000; Full time

Job summary

Bank of America is recruiting for the Wealth Management Client Associate – Advisor Development Program (WMCA-ADP). This entry role supports Financial Advisors, provides client service, and progresses toward becoming a Merrill Financial Advisor through licensed training and experiential milestones.

You will obtain SIE, Series 7 and Series 66 licenses within 120 days, then advance through progressive roles building a client book as a trainee before earning a full advisory position.

Qualifications

• Shows ability to build trust with clients and colleagues.
• Proactive, organized, and able to manage multiple tasks.
• Strong interpersonal skills and client-focused mindset.

Responsibilities

• Partners with Financial Advisors on client servicing, risk, and banking products.
• Educates clients on bank offerings and ensures timely materials and follow-up.
• Ensures compliance with bank policies and protects client interests.
• Develops client relationships and supports business growth and referrals.

Skills

Client relationships

Time management

Effective communication

Sales mindset

Team collaboration

Education

Bachelor’s degree

High School Diploma / GED

Job description

Bank of America is recruiting for the Wealth Management Client Associate – Advisor Development Program (WMCA-ADP). This entry role supports Financial Advisors, provides client service, and progresses toward becoming a Merrill Financial Advisor through licensed training and experiential milestones.

You will obtain SIE, Series 7 and Series 66 licenses within 120 days, then advance through progressive roles building a client book as a trainee before earning a full advisory position.