Wealth Management Client Associate: Advisor Development

Bank of America; Frisco (TX); On-site; USD 50,000 - 70,000; Full time

Job summary

Bank of America seeks a Wealth Management Client Associate through the Advisor Development Program (WMCA-ADP) in Frisco, TX. This entry role supports Financial Advisors by delivering client service, handling inquiries, and coordinating banking and investment solutions.

You will work toward obtaining Securities Industry licenses (SIE, Series 7, 66) within 120 days and progress toward becoming a Merrill Financial Advisor.

Qualifications

• Demonstrates ability to build strong client relationships and communicate effectively.
• Shows time management and organizational skills in a sales/support role.
• Ability to source prospective clients and manage multiple priorities.

Responsibilities

• Partners with Financial Advisors on client servicing and banking products, while addressing client needs.
• Provides excellent client service and educates clients on bank offerings.
• Ensures timeliness, accuracy, and completeness in client materials and requests.
• Assists in growth and risk management, supporting the FA with relationship building.

Skills

Client relationships

Communication

Time management

Prospecting

Team collaboration

CRM proficiency

Education

Bachelor’s degree

Job description

Bank of America seeks a Wealth Management Client Associate through the Advisor Development Program (WMCA-ADP) in Frisco, TX. This entry role supports Financial Advisors by delivering client service, handling inquiries, and coordinating banking and investment solutions.

You will work toward obtaining Securities Industry licenses (SIE, Series 7, 66) within 120 days and progress toward becoming a Merrill Financial Advisor.