Wealth Management Associate: Advisor Development Path

Bank of America; United States; On-site; USD 55,000 - 90,000; Full time

Job summary

Bank of America’s Wealth Management Client Associate – Advisor Development Program is an entry role into the Advisor Development Program, with the destination of becoming a Merrill Financial Advisor. You will obtain Securities Industry licenses (SIE, Series 7, 66) within 120 days and support FAs with client service and education while building a book of business on progression.

You’ll receive structured training, dedicated study time, and resources to develop foundational advisory skills, with

Responsibilities

• Partners with Financial Advisors and support teams on client servicing, investments, and banking products.
• Provides education to clients about the bank's services and ensures timely, accurate client materials.
• Identifies and escalates issues per bank policies to support operational excellence and risk management.
• Maintains and deepens client relationships by promoting bank solutions within day-to-day practices.
• Performs general business growth support, including investment solutions and client management for multiple FAs.

Job description

Bank of America’s Wealth Management Client Associate – Advisor Development Program is an entry role into the Advisor Development Program, with the destination of becoming a Merrill Financial Advisor. You will obtain Securities Industry licenses (SIE, Series 7, 66) within 120 days and support FAs with client service and education while building a book of business on progression.

You’ll receive structured training, dedicated study time, and resources to develop foundational advisory skills, with