Wealth Management Client Associate - Advisor Development

NBMBAA; San Francisco (CA); On-site; USD 48,000 - 51,000; Full time

Job summary

Bank of America in San Francisco is seeking a Wealth Management Client Associate for the Advisor Development Program. This entry role supports Financial Advisors by delivering exceptional client service and helping prepare for a future as a Merrill Financial Advisor.

You'll start by obtaining securities licenses (SIE, Series 7, Series 66) within 120 days, progress through progressive roles, build a book of business, and develop the skills to advise clients on investments and banking solutions.

Qualifications

• Self-starter in a sales role with client focus.
• Builds strong client relationships through effective communication.
• Proactive, good time management and results-driven.
• Ability to identify client needs and craft appropriate solutions.
• Excellent interpersonal and relationship-building skills.
• Strong written and verbal communication.
• Proven ability to source clients via prospecting and networking.
• Detail-oriented with follow-through.
• Proficient with Microsoft Office.

Responsibilities

• Partners with Financial Advisors to support client servicing, risk, investments, and banking products, while receiving guidance.
• Provides excellent Client Service to the bank's clients through educating them on all offerings and ensures timely client materials.
• Ensures practices align with the bank's policies and procedures to support operational excellence and manage risk.
• Identifies, deepens, and maintains client relationships by promoting the bank's offerings and integrating banking into day-to-day practices.
• Performs general growth support functions, providing business development and investment solutions to multiple Financial Advisors.

Skills

Sales mindset

Client relationships

Communication

Time management

Entrepreneurial mindset

Team collaboration

Networking

Problem solving

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Bank of America in San Francisco is seeking a Wealth Management Client Associate for the Advisor Development Program. This entry role supports Financial Advisors by delivering exceptional client service and helping prepare for a future as a Merrill Financial Advisor.

You'll start by obtaining securities licenses (SIE, Series 7, Series 66) within 120 days, progress through progressive roles, build a book of business, and develop the skills to advise clients on investments and banking solutions.