Wealth Management Client Associate - Advisor Development

NBMBAA; Wellesley, Northern (MA, KY); Hybrid; USD 68,000 - 75,000; Full time

Benefits offered by this job

Training program

One-on-one coaching

Career development

Job summary

Merrill Wealth Management, part of Bank of America, seeks a Wealth Management Client Associate – Advisor Development Program (WMCA-ADP) to support Financial Advisors and begin the path to becoming a Financial Advisor. You’ll prepare for licenses (SIE, Series 7, 66) within 120 days and progressively take on client service and business-building tasks.

Successful candidates will join a structured program, receive mentorship and training to advance into advisory roles, and work in an in-office

Qualifications

• Self-starting sales mindset with drive to grow book of business.
• Ability to build strong client relationships and trust.
• Effective time management and prioritization to handle multiple clients.
• Results-driven with a proactive growth mindset and problem solving.
• Identify client needs and propose tailored financial solutions.
• Strong interpersonal and written/verbal communication skills.
• Proven ability to listen, ask questions, and understand client goals.
• Entrepreneurial mindset with prospecting and networking skills.
• Strong follow-through and initiative in a fast-paced environment.
• Proficiency with Microsoft Office and basic tech literacy.

Responsibilities

• Partners with Financial Advisors on all client servicing, risk and banking products.
• Provides excellent client service and educates clients on offerings.
• Ensures timely, accurate client materials; follows up on requests.
• Aligns practices with bank policies to support efficiency and manage risk.
• Deepens client relationships and integrates banking into client practices.

Skills

Self-starter

Client relationships

Time management

Results-driven

Propose solutions

Interpersonal skills

Written and verbal communication

Trust and credibility

Needs assessment

Team collaboration

Active listening

Entrepreneurial mindset

Follow-through

Microsoft Office

Education

Bachelor’s degree

One year work experience

Tools

Microsoft Office

Job description

Merrill Wealth Management, part of Bank of America, seeks a Wealth Management Client Associate – Advisor Development Program (WMCA-ADP) to support Financial Advisors and begin the path to becoming a Financial Advisor. You’ll prepare for licenses (SIE, Series 7, 66) within 120 days and progressively take on client service and business-building tasks.

Successful candidates will join a structured program, receive mentorship and training to advance into advisory roles, and work in an in-office