Wealth Management Client Associate: Advisor Development

Bank of America; Fort Lauderdale (FL); On-site; USD 55,000 - 70,000; Full time

Job summary

Bank of America’s Merrill Wealth Management is seeking a Wealth Management Client Associate - Advisor Development Program (WMCA-ADP) in Fort Lauderdale. This entry role supports Financial Advisors with client service and licensing prep as you progress toward becoming a Financial Advisor.

You begin by obtaining Securities Industry licenses (SIE, Series 7, and Series 66 within 120 days). You will acquire foundational advisory skills and advance through milestones to manage client relationships and

Qualifications

• 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.
• Proven ability to assess needs of and recommend appropriate solutions.
• Proven ability to listen and probe for clarity and understanding.
• Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking.
• Strong follow-through skills.
• Computer/technical literacy and proficiency in applications such as Microsoft Suite.

Responsibilities

• Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all aspects of client servicing, risk, investments, and banking products, while receiving appropriate guidance and escalating issues as needed
• Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
• Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
• Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
• Performs general business growth support functions aligned to the role of the Client Associate or Wealth Management Client Associate, 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

Bachelor's degree

High School Diploma / GED

Tools

Microsoft Office

Job description

Bank of America’s Merrill Wealth Management is seeking a Wealth Management Client Associate - Advisor Development Program (WMCA-ADP) in Fort Lauderdale. This entry role supports Financial Advisors with client service and licensing prep as you progress toward becoming a Financial Advisor.

You begin by obtaining Securities Industry licenses (SIE, Series 7, and Series 66 within 120 days). You will acquire foundational advisory skills and advance through milestones to manage client relationships and