Wealth Management ADP: Client Associate Trainee

Bank of America; Bixby (OK); On-site; USD 55,000 - 90,000; Full time

Job summary

Bank of America seeks an entry-level Wealth Management Client Associate to join the Advisor Development Program. You’ll begin with licensing exams (SIE, Series 7, Series 66) and training to support Financial Advisors and build a future as a Merrill Financial Advisor.

You’ll progress through roles to build a client base, with dedicated training and resources to grow your knowledge and capabilities in advisory services.

Qualifications

• Displays a proactive mindset and effective time management.
• Identifies appropriate client solutions leveraging learning and new information.
• Proven ability to source clients through prospecting and networking.
• Excellent interpersonal and relationship-building skills.

Responsibilities

• Partners with Financial Advisors and Managers on client servicing and banking products.
• Provides excellent Client Service educating clients on bank offerings.
• Ensures timeliness and accuracy in client materials and requests.
• Supports operational excellence and risk management.

Skills

Self-starter

Client relationships

Time management

Effective communication

Prospecting

Networking

Microsoft Office

Sales oriented

Education

Bachelor’s degree

Tools

Microsoft Suite

Job description

Bank of America seeks an entry-level Wealth Management Client Associate to join the Advisor Development Program. You’ll begin with licensing exams (SIE, Series 7, Series 66) and training to support Financial Advisors and build a future as a Merrill Financial Advisor.

You’ll progress through roles to build a client base, with dedicated training and resources to grow your knowledge and capabilities in advisory services.