Wealth Management Client Associate — Advisor Development

Bank of America; Little Rock (AR); On-site; USD 52,000 - 80,000; Full time

Job summary

Bank of America’s Merrill Wealth Management is seeking a Wealth Management Client Associate – Advisor Development Program (WMCA-ADP). This entry role supports Financial Advisors by delivering proactive client service, opening accounts, and coordinating on client requests as you work toward becoming a Merrill Financial Advisor.

You will study for Securities Industry Essentials (SIE), Series 7, and Series 66 exams, with 120 days to obtain licenses, and participate in structured training and

Qualifications

• High School Diploma or equivalent required.
• Strong communication and client service skills.
• Willingness to pursue securities licenses.

Responsibilities

• Partners with Financial Advisors on client servicing, investments, and banking products.
• Provides excellent Client Service and educates clients on offerings.
• Ensures accuracy and timely client materials; follows up on requests.
• Aligns practices with bank policies to support risk management.
• Identifies, deepens, and maintains client relationships with FA.
• Supports business growth with development and advisory activities.

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 or GED

Job description

Bank of America’s Merrill Wealth Management is seeking a Wealth Management Client Associate – Advisor Development Program (WMCA-ADP). This entry role supports Financial Advisors by delivering proactive client service, opening accounts, and coordinating on client requests as you work toward becoming a Merrill Financial Advisor.

You will study for Securities Industry Essentials (SIE), Series 7, and Series 66 exams, with 120 days to obtain licenses, and participate in structured training and