Wealth Management ADP: Client Associate to Financial Advisor

Bank of America

Huntersville (NC)

On-site

USD 55,000 - 75,000

Full time

6 days ago

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Benefits offered by this job

World-class training program

One-on-one coaching from leadership

Dedicated onboarding and career growth

Job summary

Bank of America’s Merrill Wealth Management division seeks a Wealth Management Client Associate – Advisor Development Program (WMCA-ADP). This entry role supports Financial Advisors, undergoing Securities Industry license training (SIE, Series 7, 66).

Progression leads to becoming a Merrill Financial Advisor in-office, with dedicated training and resources to build and manage client relationships.

Qualifications

Bachelor’s degree and/or a minimum of one year of work experience.
Strong client service mindset and ability to build relationships.
Interest in transitioning to a Financial Advisor role and pursuing required licenses.

Responsibilities

Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on client servicing, investments, and banking products.
Provides excellent client service to the bank's clients and educates them on offerings.
Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
Supports operational excellence, risk management, and policy adherence.
Identifies, deepens, and maintains client relationships while promoting bank offerings.
Provides business development and support to multiple Financial Advisors.