Wealth Management Client Associate - Advisor Development

NBMBAA; Boulder (CO); Hybrid; USD 4,271,000 - 4,959,000; Full time

Job summary

Bank of America’s Merrill Wealth Management is seeking a Wealth Management Client Associate – Advisor Development Program (WMCA-ADP) in Boulder, CO. This progression role supports Financial Advisors by delivering client service, learning licenses (SIE, Series 7, 66) and advancing toward becoming a Merrill Financial Advisor.

You will start by studying for licenses within 120 days, then build foundational skills, manage client relationships, and progress through training to independently advise

Qualifications

• Bachelor’s degree and/or one year of work experience.
• Learns and adapts to new technology or applications.
• Executes multiple tasks simultaneously.

Responsibilities

• Partner with Financial Advisors and managers on client servicing, risk, investments, and banking products.
• Provide excellent client service by educating clients on bank products and services.
• Ensure timely, accurate client materials and follow-up on requests.
• Assist with ensuring practices align with bank policies and procedures to support operational excellence, protect clients and manage risk.
• Identify, deepen, and maintain client relationships by promoting bank offerings and incorporating banking into day-to-day practices, while communicating outputs to the FA.
• Perform general growth support functions, providing business development, investment solutions, and/or management support to multiple FAs.

Skills

Self-starter in sales

Client relationship building

Time management

Communication skills

Prospecting & networking

Team collaboration

Microsoft Office

Education

High School Diploma / GED

Bachelor’s degree

Tools

Microsoft Office

Job description

Bank of America’s Merrill Wealth Management is seeking a Wealth Management Client Associate – Advisor Development Program (WMCA-ADP) in Boulder, CO. This progression role supports Financial Advisors by delivering client service, learning licenses (SIE, Series 7, 66) and advancing toward becoming a Merrill Financial Advisor.

You will start by studying for licenses within 120 days, then build foundational skills, manage client relationships, and progress through training to independently advise