Wealth Management Client Associate — Advisor Development

Bank of America; Wellesley (MA); On-site; USD 48,000 - 55,000; Full time

Benefits offered by this job

Benefits eligible

Pay transparency details

Job summary

Bank of America is seeking a Wealth Management Client Associate in Massachusetts to support Financial Advisors and build client relationships. The role focuses on service delivery, learning licenses, and developing toward becoming a Merrill Financial Advisor.

Entry path includes obtaining SIE, Series 7 and 66 licenses within 120 days, with a structured training program and progression into a Financial Advisor trainee role.

Qualifications

• Displays strong client service orientation and collaboration.
• Excellent written and verbal communication skills.

Responsibilities

• Partners with Financial Advisors and Client Relationship Managers on client servicing, risk, investments, and banking products.
• Provides excellent client service by educating clients on the bank's offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Helps ensure practices align with bank policies to support operational excellence and risk management.
• Identifies and maintains client relationships while promoting banking solutions within daily practices.

Skills

Account Management

Client Management

Communication

Time Management

Education

High School Diploma / GED

Job description

Bank of America is seeking a Wealth Management Client Associate in Massachusetts to support Financial Advisors and build client relationships. The role focuses on service delivery, learning licenses, and developing toward becoming a Merrill Financial Advisor.

Entry path includes obtaining SIE, Series 7 and 66 licenses within 120 days, with a structured training program and progression into a Financial Advisor trainee role.