Wealth Management Client Associate: Advisor Development

Bank of America; Bozeman (MT); On-site; USD 45,000 - 60,000; Full time

Job summary

Bank of America—Merrill Wealth Management is hiring for an entry-level Wealth Management Client Associate in the Advisor Development Program. You will support Financial Advisors with client service, licensing studies (SIE, Series 7, 66), and progressive training to become a Financial Advisor trainee.

You will begin by serving as the main client contact, delivering tailored solutions and building long-term relationships while pursuing licenses and developing the skills to manage a client book.

Qualifications

• High school diploma or equivalent required.
• Ability to build client relationships and communicate effectively.
• Willingness to pursue licensing exams (SIE, Series 7, 66) within 120 days.

Responsibilities

• Support Financial Advisors with client service and banking products.
• Act as a primary contact for clients and internal partners.
• Assist in growing a book of business through referrals and needs analysis.
• Coordinate training and progression toward Financial Advisor role.

Skills

Account Management

Client Management

Communication

Time Management

Sales Orientation

Relationship Building

Prospecting

Written Communications

Education

High School Diploma / GED

Tools

Microsoft Suite

Job description

Bank of America—Merrill Wealth Management is hiring for an entry-level Wealth Management Client Associate in the Advisor Development Program. You will support Financial Advisors with client service, licensing studies (SIE, Series 7, 66), and progressive training to become a Financial Advisor trainee.

You will begin by serving as the main client contact, delivering tailored solutions and building long-term relationships while pursuing licenses and developing the skills to manage a client book.