Wealth Management Client Associate: Advisor Development

Bank of America Corporation; Frisco (TX); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Licensing exam support

Professional development

Career progression path

Job summary

Bank of America is seeking candidates for the Wealth Management Client Associate – Advisor Development Program (WMCA-ADP). The role provides client service support to Financial Advisors while pursuing Securities Industry licenses (SIE, Series 7, Series 66) within 120 days and advancing through progressive ADP stages.

Successful completion leads to building a book of business as a Financial Advisor trainee, with dedicated training, in-office collaboration, and access to resources across Merrill

Qualifications

• Minimum Education: High School Diploma / GED / Secondary School or equivalent is stated as base; Bachelor’s degree preferred.
• Required Qualifications include: self-starter in a sales role, building client relationships, effective communication, time management, and being results-driven.
• Desired Qualifications include: Bachelor’s degree and/or one year of work experience, ability to learn new technology, multitasking.

Responsibilities

• Partners with Financial Advisors, Client Relationship Managers, and Market Supervisors on client servicing, risk, investments, and banking products.
• Provides excellent Client Service to the bank's clients through education on service and banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Supports operational excellence and risk management in the FA’s practice.

Skills

Self-starter sales

Client relationships

Effective communication

Time management

Prospecting & networking

Team collaboration

Attention to detail

Education

Bachelor’s degree (or equivalent)

Tools

Microsoft Office

Job description

Bank of America is seeking candidates for the Wealth Management Client Associate – Advisor Development Program (WMCA-ADP). The role provides client service support to Financial Advisors while pursuing Securities Industry licenses (SIE, Series 7, Series 66) within 120 days and advancing through progressive ADP stages.

Successful completion leads to building a book of business as a Financial Advisor trainee, with dedicated training, in-office collaboration, and access to resources across Merrill