Wealth Management Client Associate - Advisor Development

Bank of America; Florida; On-site; USD 52,000 - 76,000; Full time

Job summary

Bank of America’s Wealth Management Client Associate – Advisor Development Program (WMCA-ADP) is an entry role designed to train and develop future Merrill Financial Advisors. You will support Financial Advisors, obtain SIE, Series 7 and 66 licenses, and progress through progressive roles to build a client book and transition to advisor training.

You will work in an in-office culture with training, dedicated programs, and resources to develop consultative client solutions while growing banking

Qualifications

• High School Diploma or equivalent required; Bachelor's degree preferred or equivalent work experience.

Responsibilities

• Partner with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all aspects of client servicing, risk, investments and banking products.
• Provide excellent client service to bank clients by educating them on banking offerings.
• Ensure timeliness and accuracy in client materials and follow up on requests.
• Assist with ensuring practices align with bank policies to support operational excellence and manage risk.
• Identify, deepen, and maintain client relationships while promoting banking solutions.

Skills

Account Management

Client Management

Customer Focus

Oral Communications

Business Development

Pipeline Management

Prioritization

Trade Operations Management

Written Communications

Emotional Intelligence

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor’s degree and/or work experience

Tools

Microsoft Suite

Job description

Bank of America’s Wealth Management Client Associate – Advisor Development Program (WMCA-ADP) is an entry role designed to train and develop future Merrill Financial Advisors. You will support Financial Advisors, obtain SIE, Series 7 and 66 licenses, and progress through progressive roles to build a client book and transition to advisor training.

You will work in an in-office culture with training, dedicated programs, and resources to develop consultative client solutions while growing banking