Wealth Management Client Associate — Advisor Development

Bank of America; Orlando (FL); On-site; USD 45,000 - 65,000; Full time

Job summary

Bank of America’s Merrill Wealth Management invites applications for the Wealth Management Client Associate – Advisor Development Program (WMCA-ADP). This entry role trains toward becoming a Merrill Financial Advisor, providing client service support to Financial Advisors while earning securities licenses (SIE, Series 7, 66) within 120 days.

You will build foundational skills, support enterprise objectives, and progress through progressive roles toward eventually managing a book of business as

Qualifications

• Displays a self-starter with a sales orientation and client focus.
• Effective communication skills and relationship-building abilities.
• Proven ability to manage time, prioritize, and drive results.

Responsibilities

• Partner with Financial Advisors and Market Supervisors on client servicing and risk management.
• Provide excellent client service and educate clients on bank offerings.
• Ensure timeliness and accuracy of client materials and requests.

Skills

Sales mindset

Client relationships

Time management

Growth mindset

Solution identification

Interpersonal skills

Written & verbal communication

Trust & credibility

Independent work

Prospecting & networking

Education

Bachelor’s degree and/or a minimum of one year of work experience

Tools

Microsoft Office

Job description

Bank of America’s Merrill Wealth Management invites applications for the Wealth Management Client Associate – Advisor Development Program (WMCA-ADP). This entry role trains toward becoming a Merrill Financial Advisor, providing client service support to Financial Advisors while earning securities licenses (SIE, Series 7, 66) within 120 days.

You will build foundational skills, support enterprise objectives, and progress through progressive roles toward eventually managing a book of business as