Wealth Management Associate — Advisor in Training

Bank of America; Wilmington (DE); On-site; USD 42,000 - 64,000; Full time

Job summary

Bank of America’s Merrill Wealth Management is seeking candidates for the Advisor Development Program (WMCA-ADP). This entry role supports Financial Advisors with client service and will guide you through securities licensing (SIE, Series 7, 66) within 120 days while developing foundational advisory skills.

You will learn to build client relationships, advocate for clients, and progress through progressive roles toward becoming a Merrill Financial Advisor, supported by dedicated programs and

Qualifications

• Licensing required within the program: SIE, Series 7 and Series 66 (63/65 accepted) within 120 days.
• Strong client service and relationship-building capabilities are essential.
• Familiarity with wealth management products and advisory services is beneficial.

Responsibilities

• Support Financial Advisors with client service and advocacy.
• Help build a book of business through referrals and prospecting.
• Assist in recommending investment products aligned with client goals.
• Coordinate with internal specialists to deliver customized financial solutions.
• Progress through Advisor Development Program toward Financial Advisor role.

Skills

Licensing

Client service

Relationship building

Sales/referrals

Financial acumen

Job description

Bank of America’s Merrill Wealth Management is seeking candidates for the Advisor Development Program (WMCA-ADP). This entry role supports Financial Advisors with client service and will guide you through securities licensing (SIE, Series 7, 66) within 120 days while developing foundational advisory skills.

You will learn to build client relationships, advocate for clients, and progress through progressive roles toward becoming a Merrill Financial Advisor, supported by dedicated programs and