Wealth Management Client Associate — Advisor Development

Bank of America; Winston-Salem (NC); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Training program

Career progression

Job summary

Bank of America’s Merrill Wealth Management is seeking candidates for the Advisor Development Program (WMCA-ADP). This entry role provides client service support to Financial Advisors and trains you to obtain SIE, Series 7, and Series 66 within 120 days, progressing toward becoming a Merrill Financial Advisor.

You’ll work in a collaborative in-office environment, building a book of business as you advance through progressive roles and receive dedicated training, tools, and resources to support

Qualifications

• Self-starter with sales orientation and ability to build client relationships.
• Strong communication and collaboration skills to support Financial Advisors.
• Proactive mindset with effective time management and task prioritization.
• Proven ability to identify client needs and offer appropriate solutions.
• Excellent interpersonal skills and credibility-building abilities.
• Experience with prospecting, networking, and developing a book of business.

Responsibilities

• Partners with Financial Advisors and Client Relationship Managers on client servicing and banking products.
• Educates clients about bank's service offerings and ensures material accuracy and timeliness.
• Ensures compliance with bank policies and manages risk in client interactions.
• Deepens client relationships by promoting integration of banking and investment solutions.
• Provides growth support to multiple Financial Advisors, including business development and investment solutions.

Skills

Self-starter

Client relationships

Time management

Interpersonal skills

Communication skills

Sales mindset

Active listening

Networking

MS Office

Problem solving

Education

Bachelor’s degree

High School Diploma / GED

Tools

Microsoft Office Suite

Job description

Bank of America’s Merrill Wealth Management is seeking candidates for the Advisor Development Program (WMCA-ADP). This entry role provides client service support to Financial Advisors and trains you to obtain SIE, Series 7, and Series 66 within 120 days, progressing toward becoming a Merrill Financial Advisor.

You’ll work in a collaborative in-office environment, building a book of business as you advance through progressive roles and receive dedicated training, tools, and resources to support