Wealth Management Client Associate - Advisor Development

NBMBAA; Roanoke, Northern (VA, KY); Hybrid; USD 74,000 - 80,000; Full time

Job summary

Bank of America’s Wealth Management division is hiring for the Advisor Development Program – Wealth Management Client Associate (WMCA-ADP). This entry role trains you to become a Financial Advisor, starting with obtaining SIE, Series 7, and Series 66 licenses within 120 days.

You’ll support Financial Advisors, manage client service needs, and progress through milestones toward building a book of business as a trainee.

Qualifications

• High school diploma or equivalent required; bachelor’s degree preferred.
• Responsible for supporting Financial Advisors and client relationships.
• Strong communication, organizational, and multitasking skills.

Responsibilities

• Partners with Financial Advisors and Client Relationship Managers on client servicing, risk and investments.
• Provides excellent client service and educates clients on banking offerings.
• Ensures timeliness and accuracy in client materials and requests to FA teams.

Skills

Account Management

Client Management

Customer and Client Focus

Issue Management

Oral Communications

Business Development

Client Solutions Advisory

Pipeline Management

Prioritization

Trade Operations Management

Administrative Services

Client Investments Management

Emotional Intelligence

Referral Identification

Written Communications

Education

High School Diploma / GED

Bachelor’s degree

Tools

Microsoft Office

Job description

Bank of America’s Wealth Management division is hiring for the Advisor Development Program – Wealth Management Client Associate (WMCA-ADP). This entry role trains you to become a Financial Advisor, starting with obtaining SIE, Series 7, and Series 66 licenses within 120 days.

You’ll support Financial Advisors, manage client service needs, and progress through milestones toward building a book of business as a trainee.