Wealth Management Client Associate - Advisor Development

ghr; Boulder (CO); On-site; USD 41,000 - 58,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Merrill Wealth Management, a leading wealth management arm of Bank of America, is seeking an entry role in its Advisor Development Program. The Wealth Management Client Associate – Advisor Development Program (WMCA-ADP) provides client service support to Financial Advisors and works toward becoming a Financial Advisor.

Initial focus is obtaining securities licenses (SIE, Series 7, Series 66) within 120 days, followed by progressive roles within the program.

Qualifications

• Self-starter in a sales role with strong client relationships.
• Proactive mindset and effective time management.
• Ability to source clients through prospecting and networking.
• Excellent written and verbal communication skills.
• Ability to balance client needs with bank policies and procedures.

Responsibilities

• Partners with Financial Advisors and Relationship Managers on client servicing, risk, investments, and banking products.
• Provides excellent Client Service to the bank's clients and educates them on offerings.
• Ensures timeliness, accuracy, and completeness in client materials and requests.
• Supports the bank's policies to protect clients and manage risk.

Skills

Account Management

Client Management

Customer Focus

Time Management

Relationship Building

Communication

Education

High School Diploma / GED

Bachelor’s degree (Desired)

Tools

Microsoft Office

Job description

Merrill Wealth Management, a leading wealth management arm of Bank of America, is seeking an entry role in its Advisor Development Program. The Wealth Management Client Associate – Advisor Development Program (WMCA-ADP) provides client service support to Financial Advisors and works toward becoming a Financial Advisor.

Initial focus is obtaining securities licenses (SIE, Series 7, Series 66) within 120 days, followed by progressive roles within the program.