Wealth Management Client Associate (ADP)

Bank of America; Burlington (VT); On-site; USD 52,000 - 76,000; Full time

Benefits offered by this job

World-class training

One-on-one coaching

Defined consultative approach

End-to-end client service

Collaboration with partners

Job summary

Bank of America’s Merrill Wealth Management is seeking a Wealth Management Client Associate – Advisor Development Program (WMCA-ADP). This entry role trains to become a full-scale Financial Advisor, supporting Financial Advisors with client service and advisory activities while pursuing Securities Industry licenses (SIE, Series 7, Series 66) within 120 days.

You will progress through progressive roles, build a book of business, and eventually operate as a Merrill Financial Advisor trainee.

Qualifications

• Self-starter with a sales mindset and ability to develop client relationships.
• Strong communication and collaboration skills to work with Financial Advisors.
• Excellent time management and prioritization in a fast-paced environment.
• Results-driven with a proactive approach to meeting client needs.
• Entrepreneurial mindset with ability to source and develop new clients.

Responsibilities

• Partner with Financial Advisors and staff on client servicing, investments, and banking products.
• Educate clients on Bank of America services and offerings.
• Ensure timely, accurate materials and responsive follow-up for FA requests.
• Support operational excellence and risk management within the practice.
• Develop and maintain client relationships and grow the advisor's book of business.

Skills

Self-starter

Client relationships

Time management

Results-driven

Prospecting and networking

Communication skills

Listening and questioning

Team collaboration

Problem solving

Sales mindset

Education

Bachelor's degree

Tools

Microsoft Suite

Job description

Bank of America’s Merrill Wealth Management is seeking a Wealth Management Client Associate – Advisor Development Program (WMCA-ADP). This entry role trains to become a full-scale Financial Advisor, supporting Financial Advisors with client service and advisory activities while pursuing Securities Industry licenses (SIE, Series 7, Series 66) within 120 days.

You will progress through progressive roles, build a book of business, and eventually operate as a Merrill Financial Advisor trainee.