Wealth Management Client Associate Advisor Development

Bank of America; Florida; On-site; USD 50,000 - 75,000; Full time

Job summary

Bank of America is seeking a Wealth Management Client Associate (Advisor Development Program) to support Financial Advisors with client servicing, risk assessment, and investment guidance. The role emphasizes obtaining securities licenses (SIE, Series 7, 66) within 120 days and advancing to Financial Advisor trainee after foundational training.

You will work in an in-office, collaborative environment, progressing through progressive roles to become a Merrill Financial Advisor, with dedicated

Qualifications

• High school diploma required; bachelor's degree preferred.
• Proven ability to build client relationships and identify solutions.
• Excellent communication and interpersonal skills; self-starter with sales mindset.

Responsibilities

• Partners with Financial Advisors and other teams on client servicing, risk assessment, and banking products.
• Provide client service support to Financial Advisors and assist in building a client book.
• Coordinate with advisors to identify client needs and deliver tailored investment and banking solutions.
• Complete mandated training and progression steps within the Advisor Development Program.

Skills

Sales experience

Client relationships

Time management

Interpersonal skills

Communication skills

Trust and credibility

Active listening

Entrepreneurial mindset

Tech literacy

Microsoft Office

Education

High School Diploma

Bachelor’s degree (desired)

Tools

Microsoft Suite

Job description

Bank of America is seeking a Wealth Management Client Associate (Advisor Development Program) to support Financial Advisors with client servicing, risk assessment, and investment guidance. The role emphasizes obtaining securities licenses (SIE, Series 7, 66) within 120 days and advancing to Financial Advisor trainee after foundational training.

You will work in an in-office, collaborative environment, progressing through progressive roles to become a Merrill Financial Advisor, with dedicated