Wealth Management Client Associate: Advisor Development

NBMBAA; Pepper Pike (OH); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

World-class training

One-on-one coaching

Grow knowledge

End-to-end advice

Collaboration with partners

Job summary

Bank of America’s Wealth Management is seeking candidates to join the Advisor Development Program as a WMCA-ADP. You will begin by obtaining Securities Industry licenses (SIE, Series 7, 66 within 120 days), while receiving dedicated study time.

The role focuses on client service support to Financial Advisors and the path to becoming a Merrill Financial Advisor. Upon milestones, you’ll progress into an advisor trainee role, building a book of business and delivering guidance under Merrill/BofA

Qualifications

• Shows self-starting sales drive and ability to build relationships
• Demonstrates proactive time management and organizational skills
• Displays a results-driven mindset with client outcomes in mind
• Identifies and recommends appropriate client solutions
• Excels in interpersonal communication and relationship building
• Proficient in articulating solutions and building trust with clients
• Able to listen carefully and ask clarifying questions to understand needs
• Sparks an entrepreneurial approach to sourcing clients and opportunities
• Strong follow-through on tasks and commitments
• Proficient with Microsoft Office applications

Responsibilities

• Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on client servicing, risk, investments, and banking products
• Provides excellent client service education on the bank's offerings
• Ensures accuracy and completeness in client materials and responds to requests
• Supports adherence to bank policies and risk controls
• Develops and deepens client relationships through banking and investment solutions
• Provides business growth support and investment solutions to multiple FAs

Skills

Self-starter

Client relationships

Time management

Results-driven

Identify client solutions

Interpersonal skills

Communication skills

Trust & credibility

Listen & probe

Entrepreneurial mindset

Follow-through

Microsoft Office

Education

Bachelor’s degree or 1 year experience

High School Diploma or GED

Tools

Microsoft Office

Job description

Bank of America’s Wealth Management is seeking candidates to join the Advisor Development Program as a WMCA-ADP. You will begin by obtaining Securities Industry licenses (SIE, Series 7, 66 within 120 days), while receiving dedicated study time.

The role focuses on client service support to Financial Advisors and the path to becoming a Merrill Financial Advisor. Upon milestones, you’ll progress into an advisor trainee role, building a book of business and delivering guidance under Merrill/BofA