Wealth Management Associate - Advisor Development Program

Bank of America; Florida; On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

World-class training

One-on-one coaching

Defined client needs approach

End-to-end advisor support

Collaboration with banking partners

Job summary

Bank of America’s Wealth Management Client Associate Advisor Development Program (WMCA-ADP) is an entry point into a path toward becoming a Financial Advisor. You’ll start by obtaining securities licenses (SIE, Series 7, 66) within 120 days, and support Financial Advisors with client service and relationship management.

Throughout the program you’ll receive training and mentorship, moving toward building a client book as a Financial Advisor trainee, with ongoing training and office-based support

Qualifications

• Self-starter in a sales role
• Builds strong client relationships through effective communication and collaboration
• Proactive mindset with strong time management
• Results-driven growth mindset with client-first approach
• Identify appropriate client solutions through learnings and new information
• Exceptional interpersonal and relationship-building skills
• Effective written and verbal communication
• Ability to quickly build trust and credibility
• Assess client needs and recommend solutions
• Able to work collaboratively with partners and independently
• Active listening and probing for clarity
• Entrepreneurial mindset with client prospecting
• Strong follow-through skills
• Proficient in Microsoft Office

Responsibilities

• Partners with Financial Advisors and managers on client servicing, risk, investments, and banking products
• Provides excellent client service educating clients on bank services
• Ensures timeliness, accuracy, and completeness of client materials
• Aligns practices with bank policies to support operational excellence and risk management
• Identifies and deepens client relationships, promoting banking solutions
• Performs business growth support, investment solutions, and management assistance to multiple FAs

Skills

Account Management

Client Management

Customer and Client Focus

Issue Management

Oral Communications

Business Development

Client Solutions Advisory

Pipeline Management

Prioritization

Trade Operations Management

Administrative Services

Client Investments Management

Emotional Intelligence

Referral Identification

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor's degree

Job description

Bank of America’s Wealth Management Client Associate Advisor Development Program (WMCA-ADP) is an entry point into a path toward becoming a Financial Advisor. You’ll start by obtaining securities licenses (SIE, Series 7, 66) within 120 days, and support Financial Advisors with client service and relationship management.

Throughout the program you’ll receive training and mentorship, moving toward building a client book as a Financial Advisor trainee, with ongoing training and office-based support