Wealth Management Client Associate – Advisor Development

Bank of America; Burlington (VT); On-site; USD 43,000 - 56,000; Full time

Job summary

Bank of America is seeking a Wealth Management Client Associate in Burlington, VT, to support Financial Advisors and help build a client base. The role emphasizes client service, accuracy, and collaboration across banking and investment offerings.

The ADP program will guide you through license attainment and training to progress toward becoming a Merrill Financial Advisor, with opportunities to develop a book of business and lead client engagements.

Qualifications

• Self-starter with sales orientation and initiative.
• Strong client relationship skills with effective communication.
• Proactive, time‑management focused, and results driven.

Responsibilities

• Partners with Financial Advisors and Market Supervisors on client servicing, risk, investments, and banking products.
• Provides excellent client service and educates clients on Bank of America offerings.
• Ensures timeliness, accuracy, and completeness of client materials and responds to FA requests.
• Ensures alignment with bank policies and procedures to protect clients and manage risk.
• Supports business growth through development, investment solutions, and client management activities.

Skills

Account Management

Client Management

Customer Focus

Written Communications

Education

High School Diploma

Job description

Bank of America is seeking a Wealth Management Client Associate in Burlington, VT, to support Financial Advisors and help build a client base. The role emphasizes client service, accuracy, and collaboration across banking and investment offerings.

The ADP program will guide you through license attainment and training to progress toward becoming a Merrill Financial Advisor, with opportunities to develop a book of business and lead client engagements.