Wealth Management Client Associate — ADP

Bank of America; Town Center (TX); On-site; USD 45,000 - 65,000; Full time

Job summary

Bank of America is seeking candidates for the Wealth Management Client Associate – Advisor Development Program (WMCA-ADP). This entry role supports Financial Advisors, with a path to become a Merrill Financial Advisor as you gain licenses and experience.

You will learn securities licensing (SIE, Series 7, 66) within 120 days and develop foundational client service skills while contributing to enterprise objectives and risk-aware client solutions.

Qualifications

• High School Diploma or GED required.
• Bachelor’s degree preferred.
• SAFE Act registration requirements are noted for this role.

Responsibilities

• Partners with Financial Advisors to service clients, manage investments and banking products.
• Provides excellent client service and educates clients on the bank's service offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Ensures practices align with the bank's policies to support operational excellence and risk management.
• Develops and maintains client relationships while supporting business growth for multiple FAs.

Skills

Account Management

Client Management

Customer and Client Focus

Oral Communications

Written Communications

Business Development

Pipeline Management

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor’s degree

Tools

Microsoft Office Suite

Job description

Bank of America is seeking candidates for the Wealth Management Client Associate – Advisor Development Program (WMCA-ADP). This entry role supports Financial Advisors, with a path to become a Merrill Financial Advisor as you gain licenses and experience.

You will learn securities licensing (SIE, Series 7, 66) within 120 days and develop foundational client service skills while contributing to enterprise objectives and risk-aware client solutions.