Wealth Management Client Associate: Advisor Development

ghr; Grand Rapids (MI); On-site; USD 55,000 - 75,000; Full time

Job summary

Bank of America is seeking an entry-level Wealth Management Client Associate for its Advisor Development Program. This role supports Financial Advisors, progresses through licensing (SIE, Series 7, 66) within ~120 days, and moves toward building a book of business as a Financial Advisor trainee.

Responsibilities include client service, collaboration with internal partners, and ongoing training to become a Merrill Financial Advisor.

Qualifications

• Self-starter in a sales/client service role with strong interpersonal skills
• Ability to build and maintain client relationships through proactive communication
• Proficient in time management and multitasking to support multiple Financial Advisors
• Demonstrates a results-driven mindset with a focus on client interests
• Proven ability to identify client solutions and work with internal partners

Responsibilities

• Partners with Financial Advisors to service client needs, investments, and banking products
• Educates clients on bank services and banking offerings to drive client understanding
• Ensures accuracy and timeliness of client materials and FA requests
• Supports operational excellence and risk management within the practice
• Deepens client relationships by leveraging bank offerings and referrals
• Provides business growth support including investment solutions and client management

Skills

Self-motivation

Relationship-building

Time management

Customer service

Communication skills

Prospecting / networking

Sales-oriented

Team collaboration

Microsoft Office

Education

High School Diploma or GED

Bachelor’s degree preferred

Job description

Bank of America is seeking an entry-level Wealth Management Client Associate for its Advisor Development Program. This role supports Financial Advisors, progresses through licensing (SIE, Series 7, 66) within ~120 days, and moves toward building a book of business as a Financial Advisor trainee.

Responsibilities include client service, collaboration with internal partners, and ongoing training to become a Merrill Financial Advisor.