Wealth Management Client Associate (ADP) — Grow as Advisor

Bank of America; Roanoke (VA); On-site; USD 84,866,000 - 120,870,000; Full time

Job summary

Bank of America is seeking an entry-level Wealth Management Client Associate under the Advisor Development Program in Roanoke, VA. The role focuses on supporting Financial Advisors, handling client service, and preparing for a future Financial Advisor trajectory.

You will pursue Securities Industry licenses (SIE, Series 7, Series 66/63/65) within 120 days and progress through training and experiential activities to build relationships and a book of business.

Qualifications

• Minimum Education: High School Diploma or GED; Bachelor’s degree preferred for many roles.
• Strong client relationship skills and ability to work with a team of Advisors.
• Willingness to learn and complete regulatory registrations (SIE, Series 7, Series 66/63/65).

Responsibilities

• Partner with Financial Advisors and Client Relationship Managers on client servicing and banking products.
• Provide excellent client service and education on Bank of America offerings.
• Ensure timeliness and accuracy in client materials and requests.
• Support operational excellence and risk management in daily practices.
• Develop relationships and build trust to grow a book of business as you progress.

Skills

Account Management

Client Management

Customer Focus

Oral Communications

Business Development

Client Solutions Advisory

Pipeline Management

Prioritization

Written Communications

Emotional Intelligence

Referral Identification

Administrative Services

Education

High School Diploma / GED

Bachelor’s degree

Tools

Microsoft Suite

Job description

Bank of America is seeking an entry-level Wealth Management Client Associate under the Advisor Development Program in Roanoke, VA. The role focuses on supporting Financial Advisors, handling client service, and preparing for a future Financial Advisor trajectory.

You will pursue Securities Industry licenses (SIE, Series 7, Series 66/63/65) within 120 days and progress through training and experiential activities to build relationships and a book of business.