Wealth Management Client Associate: Advisor Development

NBMBAA; Rogers (AR); Hybrid; USD 60,000 - 90,000; Full time

Job summary

Bank of America Merrill is seeking a Wealth Management Client Associate – Advisor Development Program (WMCA-ADP) in the United States. This entry role focuses on client service support to Financial Advisors as you progress through licensing (SIE, Series 7, Series 66) and training toward becoming a Merrill Financial Advisor.

You will support enterprise objectives, work with FAs, and build a book of business through dedicated programs and training tracks, with the goal of advancing to a Financial

Qualifications

• SIE, Series 7 & Series 66 exam readiness and licensing within 120 days
• Licensing prerequisites: SIE, Series 7, Series 66
• Strong service orientation and ability to support Financial Advisors

Responsibilities

• Partners with Financial Advisors and Client Relationship Managers on servicing, risk, investments, and banking products
• Educates clients on bank's service and banking offerings
• Ensures timeliness, accuracy, and completeness of client materials and requests
• Maintains alignment with bank policies to support operational excellence and risk management
• Deepens client relationships by promoting bank solutions and collaboration with FAs
• Provides growth support and investment solutions to multiple FAs

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

Bachelor's degree

Job description

Bank of America Merrill is seeking a Wealth Management Client Associate – Advisor Development Program (WMCA-ADP) in the United States. This entry role focuses on client service support to Financial Advisors as you progress through licensing (SIE, Series 7, Series 66) and training toward becoming a Merrill Financial Advisor.

You will support enterprise objectives, work with FAs, and build a book of business through dedicated programs and training tracks, with the goal of advancing to a Financial