Wealth Management Client Associate – Advisor Development

Bank of America; Las Vegas (NV); On-site; USD 25,000 - 39,000; Full time

Benefits offered by this job

Benefits eligible

Paid time off

Industry-leading training

Job summary

Bank of America seeks a Wealth Management Client Associate – Advisor Development Program (WMCA-ADP) to support Financial Advisors with client service and to prepare for a future role as a Merrill Financial Advisor. You’ll pursue SIE, Series 7, and Series 66 licenses within 120 days and build foundational advisory skills in a structured program.

Initial duties focus on servicing multiple FAs, aligning with enterprise objectives, and delivering client-focused solutions while you progress through

Qualifications

• High School Diploma or equivalent; willingness to obtain licenses.
• Bachelor’s degree and/or work experience in finance or related field preferred.

Responsibilities

• Partner with Financial Advisors and Client Relationship Managers on client servicing, risk, investments, and banking products.
• Provide excellent client service and education on bank offerings to clients.
• Ensure timely, accurate client materials and follow-up on requests.
• Identify client needs and coordinate with internal specialists to deliver tailored solutions.

Skills

Account Management

Client Management

Customer Focus

Oral Communications

Business Development

Client Solutions Advisory

Pipeline Management

Prioritization

Administrative Services

Client Investments Management

Emotional Intelligence

Referral Identification

Written Communications

Education

High School Diploma / GED

Bachelor’s degree (Desired)

Tools

Microsoft Office

Job description

Bank of America seeks a Wealth Management Client Associate – Advisor Development Program (WMCA-ADP) to support Financial Advisors with client service and to prepare for a future role as a Merrill Financial Advisor. You’ll pursue SIE, Series 7, and Series 66 licenses within 120 days and build foundational advisory skills in a structured program.

Initial duties focus on servicing multiple FAs, aligning with enterprise objectives, and delivering client-focused solutions while you progress through