Wealth Management Client Associate: Advisor Development

NBMBAA; Florham Park (NJ); Hybrid; USD 47,000 - 52,000; Full time

Benefits offered by this job

World-class training

One-on-one coaching

Career growth opportunities

Benefits eligible

Industry-leading onboarding

Job summary

Bank of America’s Merrill Wealth Management is seeking candidates for the Wealth Management Client Associate – Advisor Development Program (WMCA-ADP). This entry role guides you toward becoming a Financial Advisor, starting with Securities Industry license prep (SIE, Series 7, 66) and progressing into building a book of business as a trainee.

A structured training path supports advancement to full advisory responsibilities.

Qualifications

• Displays confidence working as a self-starter in a sales role.
• Builds strong client relationships through effective communication and collaboration.
• Demonstrates a results-driven growth mindset and prioritizes client interests.
• Proven ability to quickly build trust and credibility.
• Entrepreneurial mindset with a proven ability to source clients through prospecting and networking.
• Computer/technical literacy and proficiency in Microsoft Suite.

Responsibilities

• Partners with Financial Advisors, Client Relationship Managers and Market Supervisors on client servicing, risk, investments and banking products.
• Provides excellent client service and educates clients on the bank's offerings.
• Ensures timeliness, accuracy and completeness in client materials and follows up on requests.
• Aligns practices with bank policies to support operational excellence and risk management.
• Identifies and maintains client relationships while promoting banking solutions.
• Performs growth support functions including business development, investment solutions and admin support to multiple FAs.

Skills

Self-starter

Client relationships

Time management

Communication skills

Proactive mindset

Relationship building

Trust and credibility

Networking

Microsoft Suite

Follow-through

Education

High School Diploma

Bachelor’s degree

Tools

Microsoft Suite

Job description

Bank of America’s Merrill Wealth Management is seeking candidates for the Wealth Management Client Associate – Advisor Development Program (WMCA-ADP). This entry role guides you toward becoming a Financial Advisor, starting with Securities Industry license prep (SIE, Series 7, 66) and progressing into building a book of business as a trainee.

A structured training path supports advancement to full advisory responsibilities.