Wealth Management Client Associate, Advisor Development

Bank of America; Westlake Village (CA); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America’s Wealth Management division is seeking a Wealth Management Client Associate – Advisor Development Program (WMCA-ADP). This entry role guides you toward becoming a Merrill Financial Advisor.

You’ll prepare for Securities Industry exams (SIE, Series 7, 66) and support FAs with client service, licensing, and training to progress within the program. You will build foundational advisory skills, manage client relationships, and learn to deliver personalized investment guidance while

Qualifications

• Minimum education includes High School Diploma or GED.
• Bachelor’s degree preferred per qualifications.
• Proven ability to build client relationships and trust.

Responsibilities

• Partner with Financial Advisors and support client servicing across banking and investment products.
• Provide timely, accurate client materials and respond to requests.
• Assist with risk management and operational compliance in processes.
• Develop and maintain client relationships while Learning and applying Merrill guidance.
• Support the FA’s business development through prospecting and referrals.
• Assist with training and progression within the Advisor Development Program.

Skills

Self-starter

Client relationships

Time management

Interpersonal skills

Communication skills

Prospecting & networking

CRM familiarity

Microsoft Office

Education

Bachelor’s degree

High School Diploma / GED

Tools

Microsoft Suite

Job description

Bank of America’s Wealth Management division is seeking a Wealth Management Client Associate – Advisor Development Program (WMCA-ADP). This entry role guides you toward becoming a Merrill Financial Advisor.

You’ll prepare for Securities Industry exams (SIE, Series 7, 66) and support FAs with client service, licensing, and training to progress within the program. You will build foundational advisory skills, manage client relationships, and learn to deliver personalized investment guidance while