Wealth Management Client Associate – Advisor Development

Bank of America; Pepper Pike (OH); Presencial; USD 52 000 - 68 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

World-class training program

One-on-one coaching

Resumo da oferta

Bank of America’s Merrill Wealth Management is seeking candidates for the Wealth Management Client Associate - Advisor Development Program (WMCA-ADP). This entry role provides client service support to Financial Advisors and is designed to become a fully licensed Merrill Financial Advisor.

You will study for SIE, Series 7 and 66, advance through progressive roles, build a book of business, develop client relationships, and progress to an advisor trainee with comprehensive training and career

Qualificações

• Bachelor's degree or higher; 1+ year work experience acceptable
• Strong client relation-building and communication skills
• Proven ability to multi-task and manage time effectively
• Sales-oriented with a customer-first mindset

Responsabilidades

• Provide client service to Financial Advisors and clients
• Support enterprise objectives and operational excellence within the FA team
• Assist in building and maintaining client relationships and servicing needs
• Ensure timely and accurate client materials and requests
• Prepare for progression to a Merrill Financial Advisor role

Conhecimentos

Client relationships

Time management

Communication

Sales mindset

Entrepreneurial mindset

Team collaboration

Attention to detail

Microsoft Office

Formação académica

Bachelor's degree

High School Diploma/GED

Ferramentas

Microsoft Office

Descrição da oferta de emprego

Bank of America’s Merrill Wealth Management is seeking candidates for the Wealth Management Client Associate - Advisor Development Program (WMCA-ADP). This entry role provides client service support to Financial Advisors and is designed to become a fully licensed Merrill Financial Advisor.

You will study for SIE, Series 7 and 66, advance through progressive roles, build a book of business, develop client relationships, and progress to an advisor trainee with comprehensive training and career