Wealth Management Client Associate - Advisor Development Path

NBMBAA; Huntersville (NC); On-site; USD 50,000 - 75,000; Full time

Job summary

Bank of America is hiring for the Wealth Management Client Associate – Advisor Development Program (WMCA-ADP). This entry role supports Financial Advisors with client service and prepares you for a future Financial Advisor position.

You will study for SIE, Series 7, and Series 66 with dedicated time, aiming to obtain licenses within 120 days. The program emphasizes skill-building, certifications, and progression to build a client book.

Qualifications

• This role is an entry path into the Advisor Development Program.
• Licensing exams (SIE, Series 7, 66) must be pursued within 120 days.
• Must coordinate with Financial Advisors to deliver client service and solutions.

Responsibilities

• Serve as a primary contact for clients and Financial Advisors.
• Support enterprise objectives and client advocacy within the FA’s business.
• Progress through program milestones toward Financial Advisor trainee role.
• Provide end-to-end client servicing and relationship management.

Skills

Self-starter

Client relationships

Time management

Communication

Networking

Team collaboration

Education

Bachelor’s degree

Tools

Microsoft Office

CRM systems

Job description

Bank of America is hiring for the Wealth Management Client Associate – Advisor Development Program (WMCA-ADP). This entry role supports Financial Advisors with client service and prepares you for a future Financial Advisor position.

You will study for SIE, Series 7, and Series 66 with dedicated time, aiming to obtain licenses within 120 days. The program emphasizes skill-building, certifications, and progression to build a client book.