Wealth Management Client Associate - Advisor Development

Bank of America; Mount Laurel Township (NJ); On-site; USD 41,000 - 58,000; Full time

Job summary

Bank of America in Mount Laurel, NJ seeks a Wealth Management Client Associate – Advisor Development Program. This entry role provides client service support to Financial Advisors while pursuing securities licenses (SIE, Series 7, 66) within 120 days.

Upon licensing, you advance through progressive ADP roles to build a book of business and become a Merrill Financial Advisor trainee, advancing with dedicated training and career mentoring.

Qualifications

• High School Diploma or GED required.
• Strong client service and relationship-building skills.
• Ability to multitask and manage time effectively.
• Willingness to learn and adapt to new technologies.

Responsibilities

• Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all aspects of client servicing, risk, investments, and banking products.
• Provides excellent Client Service to the bank's clients through educating them on all banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all requests.
• Supports operational excellence, protects clients, and manages risk within practices.
• Identifies, deepens, and maintains client relationships by promoting banking offerings.
• Performs business growth support, investment solutions, and management support for multiple FAs.

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 / GED / Secondary School or equivalent

Job description

Bank of America in Mount Laurel, NJ seeks a Wealth Management Client Associate – Advisor Development Program. This entry role provides client service support to Financial Advisors while pursuing securities licenses (SIE, Series 7, 66) within 120 days.

Upon licensing, you advance through progressive ADP roles to build a book of business and become a Merrill Financial Advisor trainee, advancing with dedicated training and career mentoring.