Wealth Management Client Associate — Advisor Development

Bank of America; Boulder (CO); On-site; USD 41,000 - 58,000; Full time

Benefits offered by this job

Benefits eligible

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 entry role supports Financial Advisors, with license training (SIE, Series 7, 66) and progression toward becoming a Merrill Financial Advisor.

You will develop client service, help build a book of business, and work within a collaborative in-office culture.

Qualifications

• Minimum Education: High School Diploma / GED / Secondary School or equivalent.
• Excellent communication and relationship-building skills are required.
• Proven ability to manage multiple tasks and meet deadlines.

Responsibilities

• Partners with Financial Advisors and managers on client servicing, risk, investments, and banking products.
• Provides excellent client service by educating clients on the bank's offerings.
• Ensures accuracy and completeness in client materials and responds to FA requests.
• Supports operational excellence, protects clients, and manages risk.

Skills

Account Management

Client Management

Customer and Client Focus

Pipeline Management

Prioritization

Trade Operations Management

Administrative Services

Client Investments Management

Emotional Intelligence

Referral Identification

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

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 entry role supports Financial Advisors, with license training (SIE, Series 7, 66) and progression toward becoming a Merrill Financial Advisor.

You will develop client service, help build a book of business, and work within a collaborative in-office culture.