Wealth Management Client Associate: Advisor Development Path

Bank of America; Grand Rapids (MI); On-site; USD 52,000 - 76,000; Full time

Job summary

Bank of America offers an entry path through the Wealth Management Client Associate – Advisor Development Program (WMCA-ADP). You will begin by obtaining securities licenses (SIE, Series 7, Series 66) within 120 days and then progress to building a book of business as a Financial Advisor trainee.

You will work with Financial Advisors to provide client service, develop deep client relationships, and grow knowledge of investment products and advice strategies within Merrill's Office network.

Qualifications

• Bachelor’s degree or higher is preferred.
• Minimum one year of work experience in a related role or field.
• Windows-based computer/tech literacy and proficiency with Microsoft Office applications.

Responsibilities

• Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on client servicing and banking products.
• Provides excellent client service by educating clients on bank offerings.
• Ensures timeliness and accuracy in client materials and follows up on requests.
• Supports adherence to bank policies and risk management.
• Identifies and deepens client relationships through bank offerings and collaboration with FAs.
• Provides business growth support to multiple Financial Advisors with investments and advisory services.

Skills

Self-starter

Client relationships

Effective communication

Time management

Proactive mindset

Trust & credibility building

Team collaboration

Written & verbal communication

Relationship building

Prospecting & networking

Education

Bachelor’s degree

High School Diploma/GED

Tools

Microsoft Suite

Job description

Bank of America offers an entry path through the Wealth Management Client Associate – Advisor Development Program (WMCA-ADP). You will begin by obtaining securities licenses (SIE, Series 7, Series 66) within 120 days and then progress to building a book of business as a Financial Advisor trainee.

You will work with Financial Advisors to provide client service, develop deep client relationships, and grow knowledge of investment products and advice strategies within Merrill's Office network.