Wealth Management: Advisor Development Program Associate

Bank of America; San Francisco (CA); On-site; USD 60,000 - 95,000; Full time

Job summary

Bank of America’s Wealth Management Client Associate – Advisor Development Program (WMCA-ADP) is an entry role toward becoming a Financial Advisor. You’ll start by studying for SIE, Series 7, and Series 66, with licenses expected within 120 days, then support Financial Advisors with client service and solutioning.

As you progress, you’ll build a book of business, work with internal partners, and advance toward a Merrill Financial Advisor role, backed by Bank of America’s training and resources.

Qualifications

• Self-starter with a sales mindset and strong client relationships.
• Excellent communication and time management skills.
• Willing to obtain SIE, Series 7 and Series 66 licenses in 120 days.

Responsibilities

• Partner with Financial Advisors and teams on client servicing, risk, investments, and banking products.
• Provide excellent client service by educating clients on bank offerings.
• Ensure timely and complete client materials and respond to advisor requests.
• Maintain alignment with bank policies to support operational excellence and risk management.
• Identify and deepen client relationships by promoting banking solutions and outputs to the FA.

Skills

Self-starter

Client relationships

Time management

Results-driven

Communication skills

Team collaboration

Entrepreneurial mindset

MS Office

Education

Bachelor's degree

High School Diploma

Tools

MS Office

Job description

Bank of America’s Wealth Management Client Associate – Advisor Development Program (WMCA-ADP) is an entry role toward becoming a Financial Advisor. You’ll start by studying for SIE, Series 7, and Series 66, with licenses expected within 120 days, then support Financial Advisors with client service and solutioning.

As you progress, you’ll build a book of business, work with internal partners, and advance toward a Merrill Financial Advisor role, backed by Bank of America’s training and resources.