Wealth Management Client Associate: Advisor Development Path

Bank of America; Florida; On-site; USD 65,000 - 85,000; Full time

Job summary

Bank of America’s Wealth Management Client Associate – Advisor Development Program (WMCA-ADP) is an entry role designed to train you toward becoming a Merrill Financial Advisor. You’ll support Financial Advisors, deliver client service, and pursue securities licenses with allocated study time for SIE, Series 7, and Series 66 exams within 120 days.

You’ll start by learning foundational skills, advance through progressive roles in the Advisor Development Program, and, with demonstrated performance

Qualifications

• Self-starter with sales orientation and ability to build client relationships.
• Strong communication, collaboration, and interpersonal skills.
• Efficient time management and proactive problem solving.
• Results-driven with a focus on client needs and solutions.
• Ability to identify client opportunities through prospecting and referrals.
• Experience with Microsoft Office and basic tech literacy.

Responsibilities

• Partners with Financial Advisors and managers on client servicing, risk, investments, and banking products.
• Educates clients on bank offerings and ensures timely, complete client materials.
• Supports operations to maintain compliance and risk controls.
• Deepens relationships and promotes incorporation of banking into day-to-day practices.
• Assists with business growth support, investment solutions, and client management for multiple FAs.

Skills

Sales mindset

Client relationships

Communication

Time management

Prospecting

Independent work

Team collaboration

Education

Bachelor's degree

High School Diploma

Job description

Bank of America’s Wealth Management Client Associate – Advisor Development Program (WMCA-ADP) is an entry role designed to train you toward becoming a Merrill Financial Advisor. You’ll support Financial Advisors, deliver client service, and pursue securities licenses with allocated study time for SIE, Series 7, and Series 66 exams within 120 days.

You’ll start by learning foundational skills, advance through progressive roles in the Advisor Development Program, and, with demonstrated performance