Wealth Management Client Associate - Advisor Development

NBMBAA; Colorado Springs (CO); On-site; USD 48,000 - 55,000; Full time

Job summary

Bank of America’s Merrill Wealth Management is hiring for the Wealth Management Client Associate – Advisor Development Program (WMCA-ADP). This entry role helps you obtain securities licenses (SIE, Series 7, 66) within 120 days and progresses toward becoming a Merrill Financial Advisor.

You’ll support Financial Advisors with client service, learn foundational skills, and advance through progressive roles to build a client book in a Merrill office.

Qualifications

• High School Diploma / GED or equivalent required.
• Bachelor’s degree and/or minimum of one year of work experience.
• Learns and adapts to new technology or applications.
• Executes multiple tasks simultaneously.

Responsibilities

• Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on client servicing, risk, investments, and banking products.
• Provides excellent Client Service through educating clients on all bank services.
• Ensures timely, accurate client materials and follows up on all requests from clients and FAs.
• Ensures practices align with bank policies and procedures to support operational excellence and risk management.
• Identifies, deepens, and maintains client relationships by promoting the bank’s offerings within day-to-day practices.
• Performs growth support functions, providing business development, investment solutions, and/or business management support to multiple FAs.

Skills

Account Management

Client Management

Customer and Client Focus

Issue Management

Oral Communications

Business Development

Client Solutions Advisory

Pipeline Management

Prioritization

Trade Operations Management

Administrative Services

Client Investments Management

Emotional Intelligence

Referral Identification

Written Communications

Education

High School Diploma / GED

Bachelor’s degree

Job description

Bank of America’s Merrill Wealth Management is hiring for the Wealth Management Client Associate – Advisor Development Program (WMCA-ADP). This entry role helps you obtain securities licenses (SIE, Series 7, 66) within 120 days and progresses toward becoming a Merrill Financial Advisor.

You’ll support Financial Advisors with client service, learn foundational skills, and advance through progressive roles to build a client book in a Merrill office.