Wealth Management Client Associate — Advisor Development

Bank of America; Colorado Springs (CO); On-site; USD 40,000 - 57,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America’s Wealth Management Client Associate – Advisor Development Program (WMCA-ADP) is an entry role designed to transition into a Merrill Financial Advisor through staged progression and dedicated training.

You begin by obtaining securities licenses (SIE, Series 7, 66) within 120 days, then learn foundational skills and support FAs while building client relationships. The path leads to a Financial Advisor trainee role and ultimately a Merrill Financial Advisor.

Qualifications

• High School Diploma or GED required.
• Strong client management and communication skills.
• Ability to prospect and build client relationships.
• Proven ability to work with financial advisors and support teams.

Responsibilities

• Partner with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on client servicing and risk.
• Provide excellent client service educating clients on the bank's offerings.
• Ensure timeliness, accuracy, and completeness in client materials.
• Assist in aligning practices with bank policies to support operational excellence.
• Identify, deepen, and maintain client relationships by promoting banking solutions.
• Support business growth: investment solutions and management support to multiple FAs.

Skills

Account Management

Client Management

Customer Focus

Issue Management

Oral Communications

Business Development

Client Solutions

Advisory Pipeline

Prioritization

Trade Operations

Administrative Services

Client Investments

Emotional Intelligence

Referral Identification

Written Communications

Education

High School Diploma / GED

Job description

Bank of America’s Wealth Management Client Associate – Advisor Development Program (WMCA-ADP) is an entry role designed to transition into a Merrill Financial Advisor through staged progression and dedicated training.

You begin by obtaining securities licenses (SIE, Series 7, 66) within 120 days, then learn foundational skills and support FAs while building client relationships. The path leads to a Financial Advisor trainee role and ultimately a Merrill Financial Advisor.