Wealth Management Advisor Development Associate

NBMBAA; Winston-Salem (NC); On-site; USD 42,000 - 65,000; Full time

Job summary

Bank of America’s Wealth Management team is seeking an entry-level Wealth Management Client Associate (WMCA-ADP) to support Financial Advisors and build foundational client service skills. You will pursue Securities Industry licenses (SIE, Series 7, 66) within 120 days and then advance through program milestones toward becoming a Merrill Financial Advisor.

The role emphasizes serving as the primary contact for clients, coordinating with FAs, and developing a book of business with training and

Qualifications

• Displays confidence in a sales-oriented, client-focused role.
• Builds strong client relationships through effective communication and collaboration.
• Shows proactive time management and trust-building abilities.
• Demonstrates a results-driven growth mindset with client interests at the forefront.
• Identifies client solutions using learnings and new information.
• Excellent interpersonal and relationship-building skills.

Responsibilities

• Partners with Financial Advisors and Client Relationship Managers on servicing, risk, investments, and banking products.
• Provides excellent client service through education on bank offerings.
• Ensures timeliness, accuracy, and completeness in client materials and requests.
• Supports operational excellence, policy alignment, and risk management.
• Strengthens client relationships and expands banking solutions within the FA network.
• Provides business development, investment solutions, and support to multiple FAs.

Skills

Self-starter

Client relationships

Time management

Communication

Relationship building

Entrepreneurial mindset

Education

Bachelor’s degree / entry-level experience

Job description

Bank of America’s Wealth Management team is seeking an entry-level Wealth Management Client Associate (WMCA-ADP) to support Financial Advisors and build foundational client service skills. You will pursue Securities Industry licenses (SIE, Series 7, 66) within 120 days and then advance through program milestones toward becoming a Merrill Financial Advisor.

The role emphasizes serving as the primary contact for clients, coordinating with FAs, and developing a book of business with training and