Wealth Management Associate: Advisor Development Program

Bank of America; San Diego (CA); On-site; USD 47,000 - 52,000; Full time

Benefits offered by this job

Pay Transparency

Benefits

Training programs

Job summary

Bank of America’s Merrill Wealth Management is offering an Advisor Development Program starting as a Wealth Management Client Associate. This entry role focuses on client service for Financial Advisors, with licenses (SIE, Series 7, 66) targeted within 120 days.

Progression leads to training as a Financial Advisor and building a client book within Merrill. You will receive training, mentorship, and exposure to enterprise strategic objectives while supporting FAs and expanding client

Qualifications

• Self-starter with a proven ability to drive results in a sales context.
• Builds strong client relationships through effective communication.
• Proactive, with excellent time management and prioritization.
• Demonstrates a growth mindset and prioritizes client interests.
• Identifies client solutions through learnings and new information.
• Excellent interpersonal and relationship-building skills.
• Strong written and verbal communication abilities.
• Proven ability to establish trust quickly with clients.
• Ability to work collaboratively with partners and independently.
• Entrepreneurial mindset with ability to source clients through prospecting.
• Strong follow-through and task management.
• Proficient in Microsoft Office.

Responsibilities

• Partners with Financial Advisors and teams on client servicing, risk, investments, and banking products.
• Provides excellent client service by educating clients on bank offerings.
• Ensures timely, accurate client materials and responds to FA requests.
• Ensures practices align with policies to support operational excellence and risk management.
• Identifies and deepens client relationships while promoting banking solutions.
• Supports business growth with client management and investment solutions for FAs.

Skills

Self-starter

Client relationships

Time management

Growth mindset

Solution identification

Interpersonal skills

Written communications

Verbal communications

Trust building

Team collaboration

Networking

Follow-through

MS Office

Education

High School Diploma or GED

Bachelor’s degree

Tools

Microsoft Office

Job description

Bank of America’s Merrill Wealth Management is offering an Advisor Development Program starting as a Wealth Management Client Associate. This entry role focuses on client service for Financial Advisors, with licenses (SIE, Series 7, 66) targeted within 120 days.

Progression leads to training as a Financial Advisor and building a client book within Merrill. You will receive training, mentorship, and exposure to enterprise strategic objectives while supporting FAs and expanding client