Wealth Management Client Associate (Advisor Development)

NBMBAA; Stamford, Northern (CT, KY); Hybrid; USD 41,000 - 58,000; Full time

Job summary

Bank of America’s Merrill Wealth Management is seeking an entry-level Wealth Management Client Associate – Advisor Development Program (WMCA-ADP) in Stamford, CT. This role supports Financial Advisors with client service, licensing preparation, and progression toward becoming a Financial Advisor.

You will obtain SIE, Series 7, and 66 licenses within 120 days and learn foundational skills to progress through the Advisor Development Program, ultimately building a book of business as a Financial

Qualifications

• Entry role into the Advisor Development Program with a path to becoming a Financial Advisor.
• Licensing exams (SIE, Series 7, 66) to be obtained within 120 days of start.
• Provide client service support to Financial Advisors and act as a resource on the team.

Responsibilities

• Partners with Financial Advisors, Client Relationship Managers, and Market Supervisors on client servicing, risk, investments, and banking products.
• Provides excellent client service by educating clients on the bank's service and banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Supports operational excellence and risk management to keep practices aligned with policies.
• Identifies, deepens, and maintains client relationships by promoting bank offerings to the FA and clients.
• Performs general growth support functions, providing business development and investment solutions to multiple FAs.

Skills

Self-starter in sales role

Builds strong client relationships

Effective time management

Results-driven mindset

Solution identification

Interpersonal skills

Written and verbal communication

Trust building

Team and independent work

Active listening

Entrepreneurial prospecting

Follow-through

MS Office / Microsoft Suite

Education

Bachelor’s degree and/or one year of work experience

High School Diploma / GED

Job description

Bank of America’s Merrill Wealth Management is seeking an entry-level Wealth Management Client Associate – Advisor Development Program (WMCA-ADP) in Stamford, CT. This role supports Financial Advisors with client service, licensing preparation, and progression toward becoming a Financial Advisor.

You will obtain SIE, Series 7, and 66 licenses within 120 days and learn foundational skills to progress through the Advisor Development Program, ultimately building a book of business as a Financial