Wealth Management Client Associate - Advisor Development

Bank of America; New York (NY); On-site; USD 66,000 - 75,000; Full time

Benefits offered by this job

Build a successful career

Training and coaching

Grow business knowledge

End-to-end comprehensive advice

Collaboration with banking and Merrill

Job summary

Bank of America’s Merrill Wealth Management is seeking a Wealth Management Client Associate - Advisor Development Program (WMCA-ADP) for an entry path to becoming a Financial Advisor. You’ll support Financial Advisors as you work toward your securities licenses and build foundational client service skills.

Starting with SIE, Series 7, and 66 exams within ~120 days, you’ll learn the basics, then progress to managing client relationships and building a book of business as a trainee, advancing

Qualifications

• Strong client relationships and effective communication are essential.
• Proactive, results-driven mindset with a focus on client needs.
• Ability to source clients through prospecting and networking.
• Willingness to obtain Securities Licenses (SIE, Series 7, 66) within 120 days.

Responsibilities

• Partner with Financial Advisors and support client servicing, risk, investments, and banking products.
• Educate clients on the bank's service and banking offerings to provide excellent service.
• Ensure timeliness and accuracy in client materials and requests.
• Escalate issues as needed and align practices with bank policies to manage risk.
• Develop relationships and promote incorporation of banking into day-to-day practice.
• Provide growth support to multiple Financial Advisors with investment solutions and business management.

Skills

Self-starter in sales

Relationship building

Time management

Proactive mindset

Effective communication

Trust and credibility

Listening and probing

Networking and prospecting

Follow-through

Microsoft Office proficiency

Education

Bachelor's degree / 1 year work exp

Job description

Bank of America’s Merrill Wealth Management is seeking a Wealth Management Client Associate - Advisor Development Program (WMCA-ADP) for an entry path to becoming a Financial Advisor. You’ll support Financial Advisors as you work toward your securities licenses and build foundational client service skills.

Starting with SIE, Series 7, and 66 exams within ~120 days, you’ll learn the basics, then progress to managing client relationships and building a book of business as a trainee, advancing