Wealth Management Associate - Advisor Development Program

Bank of America; San Francisco (CA); On-site; USD 44,000 - 56,000; Full time

Job summary

Bank of America is hiring for the Wealth Management Client Associate - Advisor Development Program (WMCA-ADP). The entry role leads toward becoming a Merrill Financial Advisor, starting with obtaining SIE, Series 7, and Series 66 licenses within 120 days and supporting Financial Advisors with client service and operational objectives.

You progress through the Advisor Development Program, building a book of business as a Financial Advisor trainee, with training and dedicated resources to grow

Qualifications

• High school diploma or equivalent required.

Responsibilities

• Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all aspects of client servicing, risk, investments, and banking products, while receiving appropriate guidance and escalating issues as needed.
• Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
• Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
• Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
• Performs general business growth support functions aligned to the role of the Client Associate or Wealth Management Client Associate, providing business development, investment solutions, and/or business management support 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

Job description

Bank of America is hiring for the Wealth Management Client Associate - Advisor Development Program (WMCA-ADP). The entry role leads toward becoming a Merrill Financial Advisor, starting with obtaining SIE, Series 7, and Series 66 licenses within 120 days and supporting Financial Advisors with client service and operational objectives.

You progress through the Advisor Development Program, building a book of business as a Financial Advisor trainee, with training and dedicated resources to grow