Wealth Management Associate: Advisor-in-Training Path

Bank of America; Wellesley, Northern (MA, KY); Hybrid; USD 55,000 - 75,000; Full time

Job summary

Bank of America is seeking candidates for the Wealth Management Client Associate – Advisor Development Program, an entry path toward becoming a Merrill Financial Advisor. The role supports Financial Advisors with client service, licensing prep (SIE, Series 7, 66), and learning the advisory business while building a book of business.

You’ll advance through progressive roles, gain training, and eventually manage client relationships as a Financial Advisor trainee in a Merrill office.

Qualifications

• Displays confidence working as a self-starter in a sales role.
• Builds strong client relationships through effective communication and collaboration.
• Displays a proactive mindset and effective time management.
• Proven ability to source clients through extensive prospecting and networking.
• Computer/technical literacy and proficiency in Microsoft Suite.

Responsibilities

• Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all aspects of client servicing, risk, investments, and banking products.
• 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 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.

Skills

Sales mindset

Client relations

Time management

Proactive mindset

Negotiation

Communication

Entrepreneurial spirit

Follow-through

Microsoft Suite

Education

Bachelor’s degree

Tools

Microsoft Suite

Job description

Bank of America is seeking candidates for the Wealth Management Client Associate – Advisor Development Program, an entry path toward becoming a Merrill Financial Advisor. The role supports Financial Advisors with client service, licensing prep (SIE, Series 7, 66), and learning the advisory business while building a book of business.

You’ll advance through progressive roles, gain training, and eventually manage client relationships as a Financial Advisor trainee in a Merrill office.