Wealth Management Client Associate: ADP

Bank of America; Los Angeles (CA); On-site; USD 43,000 - 56,000; Full time

Job summary

Bank of America seeks a Wealth Management Client Associate in the Advisor Development Program (WMCA-ADP). This entry role trains you to become a Financial Advisor, starting with earning SIE, Series 7, and Series 66 licenses within 120 days while supporting Financial Advisors and managing client relationships.

The program progresses through milestones toward building a book of business as a Financial Advisor trainee, culminating in a Merrill Financial Advisor role with dedicated training and

Qualifications

• Bachelor's degree or higher and/or 1 year of work experience.
• Proactive, customer-focused approach with strong communication.
• Willingness to obtain securities licenses (SIE, Series 7, Series 66) within 120 days.

Responsibilities

• Partners with Financial Advisors and Client Relationship Managers on client servicing, risk, investments, and banking products.
• Educates clients on bank's service and banking offerings to provide excellent client service.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Supports operational excellence, policy compliance, and risk management in the FA's practice.
• Identifies, deepens, and maintains client relationships while promoting bank offerings.

Skills

Sales mindset

Client relationships

Time management

Communication

Entrepreneurial mindset

Prospecting

Team collaboration

Financial services knowledge

Problem solving

Microsoft Suite

Education

Bachelor's degree

High School Diploma

Tools

Microsoft Office

Job description

Bank of America seeks a Wealth Management Client Associate in the Advisor Development Program (WMCA-ADP). This entry role trains you to become a Financial Advisor, starting with earning SIE, Series 7, and Series 66 licenses within 120 days while supporting Financial Advisors and managing client relationships.

The program progresses through milestones toward building a book of business as a Financial Advisor trainee, culminating in a Merrill Financial Advisor role with dedicated training and