Wealth Management Client Associate – Advisor Development

Bank of America; Billings (MT); On-site; USD 52,000 - 78,000; Full time

Benefits offered by this job

Career development

Training & coaching

Business knowledge growth

End-to-end advisory support

Job summary

Bank of America’s Merrill Wealth Management is seeking an entry-level Wealth Management Client Associate for the Advisor Development Program. You’ll support Financial Advisors to deliver client services, begin licensing (SIE, Series 7/66), and progress toward becoming a Merrill Financial Advisor.

You’ll build foundational skills, complete training, and develop a book of business while working in an in-office culture that emphasizes collaboration, mentorship, and career growth.

Qualifications

• Displays confidence as a self-starter in a sales role.
• Builds client relationships through effective communication and collaboration.
• Proven ability to source clients through prospecting and networking.
• Proven ability to listen and probe for clarity and understanding.
• Computers/technology literacy and proficiency in Microsoft Suite.
• Desire for career progression through Advisor Development Program.

Responsibilities

• Partners with Financial Advisors and Client Relationship Managers on client servicing, risk, investments, and banking products.
• Provides excellent client service by educating clients on bank services and offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Identifies opportunities to grow the practice and support the FA's business.
• Performs general business growth support, investment solutions, and client management activities.

Skills

Self-starter

Relationship building

Time management

Results-driven

Client needs assessment

Interpersonal skills

Written and verbal communication

Active listening

Entrepreneurial mindset

Follow-through

Microsoft Suite

Education

Bachelor's degree

Work experience

Job description

Bank of America’s Merrill Wealth Management is seeking an entry-level Wealth Management Client Associate for the Advisor Development Program. You’ll support Financial Advisors to deliver client services, begin licensing (SIE, Series 7/66), and progress toward becoming a Merrill Financial Advisor.

You’ll build foundational skills, complete training, and develop a book of business while working in an in-office culture that emphasizes collaboration, mentorship, and career growth.