Wealth Management Client Associate - Advisor Development

NBMBAA; Las Vegas, Northern (NV, KY); Hybrid; USD 48,000 - 51,000; Full time

Benefits offered by this job

World-class training

One-on-one coaching

Career development

Job summary

Bank of America’s Merrill Wealth Management is seeking a Wealth Management Client Associate – Advisor Development Program (WMCA-ADP) in Las Vegas. This entry role supports Financial Advisors, providing client service and guiding candidates toward becoming a Merrill Financial Advisor.

You start by obtaining securities licenses (SIE, Series 7, 66) within 120 days, then progress through milestones to build a book of business as a trainee and eventually become a Financial Advisor with dedicated

Qualifications

• Strong client servicing and relationship-building skills.
• Ability to learn and obtain securities licenses (SIE, Series 7, 66) within 120 days.
• Support FAs with client service, operations, and advisory readiness.

Responsibilities

• Partner with Financial Advisors and Client Relationship Managers on all aspects of client servicing, risk, investments, and banking products.
• Provide excellent Client Service to the bank's clients through educating them on all banking offerings.
• Ensure timely, accurate client materials and follow up on all requests.

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

High School Diploma

Job description

Bank of America’s Merrill Wealth Management is seeking a Wealth Management Client Associate – Advisor Development Program (WMCA-ADP) in Las Vegas. This entry role supports Financial Advisors, providing client service and guiding candidates toward becoming a Merrill Financial Advisor.

You start by obtaining securities licenses (SIE, Series 7, 66) within 120 days, then progress through milestones to build a book of business as a trainee and eventually become a Financial Advisor with dedicated