Wealth Management Client Associate: Advisor Development

NBMBAA; Traverse City (MI); Presencial; USD 60.000 - 95.000; Tempo integral

Resumo da vaga

Bank of America is seeking a Wealth Management Client Associate for the Advisor Development Program (WMCA-ADP) in the United States. The role supports Financial Advisors, develops licensing readiness (SIE, Series 7, Series 66), and progresses toward a Financial Advisor trainee role with training and client relationship growth.

You will work toward building a book of business, collaborate with partners, and provide end-to-end client service and investment guidance as you advance within Merrill.

Qualificações

• Displays confidence as a self-starter in a sales role.
• Builds strong client relationships through effective communication.
• Demonstrates a proactive mindset and effective time management.
• Shows a growth mindset and prioritizes client interests.
• Identifies appropriate client solutions through application of learnings.
• Exhibits interpersonal and relationship-building skills.
• Communicates clearly in writing and speaking.
• Able to establish trust and credibility quickly.
• Ability to recommend suitable solutions based on client needs.
• Collaborates with partners and works independently when needed.
• Listens actively and probes for clarity.
• Sells through prospecting and networking.
• Follows through on tasks with reliability.

Responsabilidades

• Partners with Financial Advisors and managers on client servicing, risk, and banking products.
• Educates clients on the bank's service and banking offerings.
• Ensures materials are accurate and timely for clients and FAs.
• Aligns practices with bank policies to support operational excellence and risk management.
• Maintains client relationships by highlighting bank offerings to FAs.
• Provides business growth support to multiple FAs with investment solutions or management tasks.

Conhecimentos

Self-starter

Client relationships

Time management

Growth mindset

Needs assessment

Interpersonal skills

Written & verbal communication

Trust building

Solution recommendations

Team collaboration

Active listening

Prospecting & networking

Follow-through

MS Office

Formação

Bachelor’s degree

Ferramentas

Microsoft Suite

Descrição da vaga

Bank of America is seeking a Wealth Management Client Associate for the Advisor Development Program (WMCA-ADP) in the United States. The role supports Financial Advisors, develops licensing readiness (SIE, Series 7, Series 66), and progresses toward a Financial Advisor trainee role with training and client relationship growth.

You will work toward building a book of business, collaborate with partners, and provide end-to-end client service and investment guidance as you advance within Merrill.