Wealth Management Client Associate — Advisor Development

Bank of America; Palo Alto (CA); On-site; USD 4,684,000 - 5,235,000; Full time

Benefits offered by this job

Benefits eligible

Industry-leading training

Job summary

Bank of America’s Wealth Management Client Associate - Advisor Development Program (WMCA-ADP) is an entry path toward becoming a Merrill Financial Advisor. The role supports Financial Advisors by delivering client service, preparing materials, and helping clients achieve their financial goals while pursuing the required securities licenses.

Initial focus includes obtaining SIE, Series 7, and Series 66 licenses within 120 days, with progression into advisor trainee responsibilities and eventual

Qualifications

• Self-starter with a sales mindset and client service focus.
• Ability to build trusted relationships with clients and advisors.
• Evidence of proactive engagement and time-management skills.
• Demonstrated ability to identify client needs and provide solutions.

Responsibilities

• Partner with Financial Advisors and teams to service clients and manage banking products.
• Educate clients on bank services and investment offerings.
• Ensure accuracy, timely delivery of client materials, and responsiveness.
• Support operational excellence and risk management aligned to bank policies.
• Assist in growing client relationships and pipeline for the advisor team.

Skills

Account Management

Client Management

Customer Focus

Oral Communications

Business Development

Client Solutions Advisory

Pipeline Management

Prioritization

Trade Operations Management

Administrative Services

Client Investments Management

Emotional Intelligence

Referral Identification

Written Communications

Team Collaboration

Education

Bachelor's degree

High School Diploma / GED

Tools

Microsoft Suite

Job description

Bank of America’s Wealth Management Client Associate - Advisor Development Program (WMCA-ADP) is an entry path toward becoming a Merrill Financial Advisor. The role supports Financial Advisors by delivering client service, preparing materials, and helping clients achieve their financial goals while pursuing the required securities licenses.

Initial focus includes obtaining SIE, Series 7, and Series 66 licenses within 120 days, with progression into advisor trainee responsibilities and eventual