Wealth Management Client Associate | Advisor Development

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

Job summary

Bank of America is seeking an entry-level Wealth Management Client Associate within the Advisor Development Program in the United States. The role focuses on client service support for Financial Advisors, with progression toward becoming a Merrill Financial Advisor.

You will progress through training and licensing (SIE, Series 7, Series 66) while contributing to enterprise objectives and client advocacy. You will collaborate with advisors to provide tailored solutions, grow your book of

Qualifications

• Displays confidence as a self-starter in a sales context.
• Builds strong client relationships through effective communication.
• Demonstrates a proactive mindset and effective time management.
• Shows a results-driven growth mindset and prioritizes client interests.
• Identifies appropriate client solutions through learning and new information.

Responsibilities

• Partners with Financial Advisors and Client Relationship Managers on client servicing, risk, investments, and banking products with guidance.
• Provides excellent client service by educating clients on bank offerings.
• Ensures timeliness and accuracy in client materials and follows up on requests.
• Aligns practices with bank policies to support operational excellence and manage risk.
• Maintains client relationships by highlighting banking solutions and coordinating with FAs.

Skills

Client relationship management

Communication skills

Time management

Proactive mindset

Team collaboration

Sales orientation

Education

Bachelor's degree or higher

Tools

Microsoft Office

Job description

Bank of America is seeking an entry-level Wealth Management Client Associate within the Advisor Development Program in the United States. The role focuses on client service support for Financial Advisors, with progression toward becoming a Merrill Financial Advisor.

You will progress through training and licensing (SIE, Series 7, Series 66) while contributing to enterprise objectives and client advocacy. You will collaborate with advisors to provide tailored solutions, grow your book of