Wealth Management Client Associate — Advisor Development

Bank of America; The Woodlands (TX); On-site; USD 55,000 - 90,000; Full time

Job summary

Bank of America’s Wealth Management Client Associate - Advisor Development Program (WMCA-ADP) is an entry role designed to train you toward becoming a Financial Advisor.

You will support Financial Advisors, gain essential securities licenses (SIE, Series 7, 66) within 120 days, and progress through progressive roles in the Advisor Development Program to build a client book and advance a banking and investment career.

Qualifications

• Minimum education requirement is High School Diploma or GED.
• Strong communication and interpersonal skills are essential for client service responsibilities.

Responsibilities

• Provide client service support to Financial Advisors and manage client inquiries.
• Assist in coordinating client services, banking and investment offerings.
• Support relationship building and client needs assessment to drive service excellence.

Education

High School Diploma or GED

Job description

Bank of America’s Wealth Management Client Associate - Advisor Development Program (WMCA-ADP) is an entry role designed to train you toward becoming a Financial Advisor.

You will support Financial Advisors, gain essential securities licenses (SIE, Series 7, 66) within 120 days, and progress through progressive roles in the Advisor Development Program to build a client book and advance a banking and investment career.