Wealth Management Associate - Advisor Development Track

Bank of America; Honolulu (HI); On-site; USD 47,000 - 52,000; Full time

Benefits offered by this job

Benefits eligible

In-office training

Job summary

Bank of America, via the Merrill Wealth Management Advisor Development Program, offers an entry path for individuals to become a Financial Advisor. This WMCA-ADP role provides client-service support to Financial Advisors, with licensure in SIE, Series 7, and 66 within 120 days, followed by progressive steps toward managing a book of business and advancing to a Merrill Financial Advisor.

You will begin by supporting enterprise goals, learning foundational skills, and serving as the primary

Qualifications

• Bachelor’s degree or 1 year of work experience preferred.
• High School Diploma or GED required; SAFE Act registration may apply.
• Strong communication and client servicing skills are essential.

Responsibilities

• Partners with Financial Advisors and Client Relationship Managers on client servicing, risk, investments, and banking products.
• Provides excellent client service and educates clients on bank offerings.
• Ensures accuracy and timeliness in client materials and responds to requests.
• Supports operational excellence, policy compliance, and risk management.
• Identifies and deepens client relationships, promoting banking solutions within advisory services.

Skills

Sales mindset

Client relationships

Communication

Time management

Proactive mindset

Sourcing clients

Team collaboration

MS Office

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor’s degree or 1 year of work experience

Tools

Microsoft Office

Job description

Bank of America, via the Merrill Wealth Management Advisor Development Program, offers an entry path for individuals to become a Financial Advisor. This WMCA-ADP role provides client-service support to Financial Advisors, with licensure in SIE, Series 7, and 66 within 120 days, followed by progressive steps toward managing a book of business and advancing to a Merrill Financial Advisor.

You will begin by supporting enterprise goals, learning foundational skills, and serving as the primary