Wealth Management Client Associate — Advisor Development Path

Bank of America; Lexington (KY); On-site; USD 50,000 - 80,000; Full time

Job summary

Bank of America’s Wealth Management division seeks a WMCA – ADP to provide client service support to Financial Advisors as part of the Advisor Development Program. The role includes earning SIE, Series 7, and Series 66 licenses within 120 days and progressing toward becoming a Merrill Financial Advisor.

You will build client relationships, support enterprise objectives, and prepare for a future as an advisor while leveraging a defined training path and internal resources.

Qualifications

• Must be a self-starter in a sales role.
• Builds strong client relationships through effective communication and collaboration.
• Proactive mindset with strong time management.
• Results-driven growth mindset and prioritizes client interests.
• Identifies appropriate client solutions through application of learnings and new information.
• Exceptional interpersonal and relationship building skills.
• Effective communication skills (written and verbal).
• Proven ability to quickly build trust and credibility.
• Proven ability to assess needs and recommend appropriate solutions.
• Proven ability to work both collaboratively on a team and independently.
• Proven ability to listen and probe for clarity and understanding.
• Entrepreneurial mindset with ability to source clients through extensive prospecting and networking.
• Strong follow-through skills.
• Computer/technical literacy and proficiency in Microsoft Suite

Responsibilities

• Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on client servicing, risk, investments, and banking products.
• Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on client and Financial Advisor requests.
• Assists with ensuring practices align with the bank's policies and procedures to support operational excellence, protect clients, and manage risk.
• Identifies, deepens, and maintains client relationships by emphasizing Bank offerings and promoting incorporation of banking into day-to-day practices.
• Performs general business growth support functions aligned to the role of the Client Associate or Wealth Management Client Associate, providing business development, investment solutions, and/or business management support to multiple FAs.

Skills

Account Management

Client Management

Customer and Client Focus

Issue Management

Oral Communications

Business Development

Client Solutions Advisory

Pipeline Management

Prioritization

Trade Operations Management

Administrative Services

Client Investments Management

Emotional Intelligence

Referral Identification

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor’s degree

Tools

Microsoft Office

Job description

Bank of America’s Wealth Management division seeks a WMCA – ADP to provide client service support to Financial Advisors as part of the Advisor Development Program. The role includes earning SIE, Series 7, and Series 66 licenses within 120 days and progressing toward becoming a Merrill Financial Advisor.

You will build client relationships, support enterprise objectives, and prepare for a future as an advisor while leveraging a defined training path and internal resources.