Wealth Management Client Associate: Advisor Development

Bank of America; Palo Alto (CA); On-site; USD 41,000 - 58,000; Full time

Job summary

Bank of America’s Merrill Wealth Management in Palo Alto is seeking an entry‑level Wealth Management Client Associate through the Advisor Development Program (ADP). You’ll support Financial Advisors, obtain licenses (SIE, Series 7, 66), and progress toward becoming a Merrill Financial Advisor.

The role emphasizes client service, training, and building a future advisory practice. The program progresses through roles focused on client service, business development, and eventual book-building as an

Qualifications

• Displays confidence working as a self-starter in a sales role.
• Builds strong client relationships through effective communication and collaboration.
• Displays a proactive mindset and effective time management.
• Demonstrates a results-driven growth mindset and prioritizes client interests.
• Identifies appropriate client solutions through application of learnings and new information.
• Proven ability to quickly build trust and credibility.
• Proven ability to assess needs of and recommend appropriate solutions.
• Proven ability to work both collaboratively on a team with key partners and independently.

Responsibilities

• Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all aspects of client servicing, risk, investments, and banking products, while receiving appropriate guidance and escalating issues as needed.
• Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests.
• Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk.
• Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day‑to‑day practices, while communicating outputs to the FA.
• Performs general business growth support functions aligned to the role of the Client Associate or Wealth Management Client Associate, providing business development, investment solutions, and/or business management support to multiple FAs.

Skills

Client relationships

Communication

Time management

Growth mindset

Proactive

Results-driven

Team collaboration

Education

Bachelor's degree or equivalent

High School Diploma / GED

Tools

Microsoft Suite

Job description

Bank of America’s Merrill Wealth Management in Palo Alto is seeking an entry‑level Wealth Management Client Associate through the Advisor Development Program (ADP). You’ll support Financial Advisors, obtain licenses (SIE, Series 7, 66), and progress toward becoming a Merrill Financial Advisor.

The role emphasizes client service, training, and building a future advisory practice. The program progresses through roles focused on client service, business development, and eventual book-building as an