Wealth Management: Client Associate, Advisor Development

NBMBAA; Lexington (KY); On-site; USD 50,000 - 65,000; Full time

Job summary

Bank of America’s Wealth Management Client Associate – Advisor Development Program (WMCA-ADP) is an entry role designed to develop you into a Merrill Financial Advisor. You’ll support Financial Advisors, help manage client relationships, and work toward investment solutions while pursuing required securities licenses.

Starting with SIE, Series 7, and Series 66 preparation, you’ll progress through experiential activities and dedicated training to become an Advisor trainee and eventually a Merrill

Qualifications

• Self-starter with a sales mindset and ability to build client relationships.
• Excellent communication skills and effective time management.
• Will complete SAFE Act registration and securities licensing within 120 days.

Responsibilities

• Partners with Financial Advisors and Managers on client servicing, risk, investments, and banking products.
• Provides education on bank services and banking offerings to clients.
• Ensures timely, accurate client materials and follows up on requests.
• Supports operational excellence and risk management in line with bank policies.
• Identifies and deepens client relationships through bank offerings and referrals.
• Provides business development and support to multiple Financial Advisors.

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

Bachelor’s degree

High School Diploma / GED

Tools

Microsoft Office

Job description

Bank of America’s Wealth Management Client Associate – Advisor Development Program (WMCA-ADP) is an entry role designed to develop you into a Merrill Financial Advisor. You’ll support Financial Advisors, help manage client relationships, and work toward investment solutions while pursuing required securities licenses.

Starting with SIE, Series 7, and Series 66 preparation, you’ll progress through experiential activities and dedicated training to become an Advisor trainee and eventually a Merrill