Wealth Management Client Associate — ADP to Financial Advisor

Bank of America; Boise (ID); On-site; USD 55,000 - 85,000; Full time

Job summary

Bank of America is seeking candidates for the Wealth Management Client Associate – Advisor Development Program. The role focuses on client service support to Financial Advisors while pursuing securities licenses (SIE, Series 7, 66) within 120 days.

This entry path builds foundational skills, client management, and eventual exposure to building a book of business as a Financial Advisor trainee. You will work in an in-office setting with training, collaboration across the advisory team, and a

Qualifications

• Demonstrates ability to start independently and drive client service.
• Establishes strong relationships with clients and advisors.
• Manages time effectively to meet milestones and deadlines.
• Communicates clearly in writing and verbally and collaborates with teams.

Responsibilities

• Partner with Financial Advisors and Managers on client servicing and investments.
• Provide end-to-end client service and facilitate advisor needs.
• Ensure timely, accurate client materials and respond to requests.
• Assist with aligning practices to bank policies and risk controls.
• Deepen client relationships and promote banking offerings to FA clients.
• Support business growth through development activities and client onboarding.

Skills

Self-starter

Client relationships

Time management

Communication

Team collaboration

Proactive

Microsoft Office

Education

High School Diploma

Bachelor’s degree

Tools

Microsoft Suite

Job description

Bank of America is seeking candidates for the Wealth Management Client Associate – Advisor Development Program. The role focuses on client service support to Financial Advisors while pursuing securities licenses (SIE, Series 7, 66) within 120 days.

This entry path builds foundational skills, client management, and eventual exposure to building a book of business as a Financial Advisor trainee. You will work in an in-office setting with training, collaboration across the advisory team, and a