Wealth Management Client Associate – Advisor Development

Bank of America

United States

On-site

USD 55,000 - 75,000

Full time

4 days ago

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Job summary

Bank of America is seeking an entry point for the Advisor Development Program within Merrill Wealth Management. This role focuses on client service support to Financial Advisors as you progress toward becoming a Merrill Financial Advisor.

You will earn Securities Industry licenses (SIE, Series 7, 66) within 120 days and develop foundational skills to support FAs and build a book of business. You will advance through progressive roles, receiving training and coaching to prepare for owning client

Qualifications

Self-starter with a proactive mindset and results-driven approach.
Excellent communication skills (written and verbal) and relationship-building ability.
Ability to balance client needs, time management, and multi-tasking in a fast-paced environment.

Responsibilities

Partner with Financial Advisors and support client servicing across investments and banking products.
Provide exceptional client service and educate clients on bank services and offerings.
Ensure accuracy and timeliness of client materials and requests; escalate issues as needed.
Align practices with bank policies to manage risk and maintain compliance.
Identify and deepen client relationships, promoting the bank’s offerings through effective advisory support.