Wealth Management ADP: Client Associate to Advisor

Bank of America

Pepper Pike (OH)

On-site

USD 65,000 - 90,000

Full time

4 days ago

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Benefits offered by this job

World-class training

Structured onboarding program

Competitive benefits

Job summary

Bank of America’s Wealth Management Advisor Development Program offers an entry path into becoming a Merrill Financial Advisor. You’ll gain securities licenses (SIE, Series 7, 66) within 120 days and progress from client service support to advisor trainee, building relationships and learning investment strategies.

You will work alongside Financial Advisors to deliver end‑to‑end client solutions, with formal training, mentorship, and opportunities to advance into a Financial Advisor role upon

Qualifications

Minimum Education: High School Diploma / GED.
Bachelor’s degree preferred or equivalent work experience.
Experience in client service or banking is a plus.

Responsibilities

Assist Financial Advisors with client servicing, risk, investments, and banking products.
Provide excellent client service and accurate client materials handling.
Support practices to align with bank policies and manage risk.
Develop client relationships and help grow the advisor’s book of business.

Skills

Account Management

Client Management

Customer Focus

Relationship Building

Effective Communication

Time Management

Team Collaboration

Sales Prospecting

Follow-through

Problem Solving

Education

High School Diploma / GED

Bachelor’s degree

Tools

Microsoft Office

CRM System

Job description

You will work alongside Financial Advisors to deliver end‑to‑end client solutions, with formal training, mentorship, and opportunities to advance into a Financial Advisor role upon

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