Wealth Management Client Associate: Advisor Development

Bank of America; Saginaw (MI); On-site; USD 55,000 - 75,000; Full time

Job summary

Bank of America’s Wealth Management Client Associate – Advisor Development Program is an entry role designed to train you toward becoming a Merrill Financial Advisor. You will support Financial Advisors, manage client service requests, and progress through structured training to acquire licenses (SIE, Series 7, 66) within 120 days.

The program emphasizes building foundational skills, client advocacy, and a path to managing a book of business as a Financial Advisor trainee.

Qualifications

• Requires entry into the Advisor Development Program with progression to Financial Advisor.
• Licensing path includes SIE, Series 7 and Series 66 exams within 120 days.
• Client service support to Financial Advisors and alignment with enterprise objectives.

Responsibilities

• Serve as primary contact for clients within Merrill to address service needs.
• Support Financial Advisors with client materials, accuracy, and timely follow-up.
• Assist in building and maintaining client relations across Banking and Merrill products.

Skills

Self-starter

Client relationships

Time management

Results-driven

Solution identification

Interpersonal skills

Communication

Credibility

Needs assessment

Teamwork

Listening

Entrepreneurial mindset

Prospecting

Follow-through

MS Office

Education

Bachelor’s degree

Job description

Bank of America’s Wealth Management Client Associate – Advisor Development Program is an entry role designed to train you toward becoming a Merrill Financial Advisor. You will support Financial Advisors, manage client service requests, and progress through structured training to acquire licenses (SIE, Series 7, 66) within 120 days.

The program emphasizes building foundational skills, client advocacy, and a path to managing a book of business as a Financial Advisor trainee.