Wealth Management Client Associate: Advisor Development Path

Bank of America; Lynchburg (VA); On-site; USD 45,000 - 75,000; Full time

Job summary

Bank of America’s Merrill Wealth Management is hiring for the Wealth Management Client Associate - Advisor Development Program (WMCA-ADP), an entry role designed to train you toward becoming a Financial Advisor. You will begin by earning Securities Industry licenses and supporting FAs with client service.

You will study for SIE, Series 7, and 66 exams, aiming to complete within 120 days, then gain foundational skills and progress to advisor trainee, building a client book and delivering tailored

Qualifications

• Entry role into Advisor Development Program to become a Financial Advisor.
• Obtain Securities Industry licenses (SIE, Series 7, 66) within 120 days.
• Provide client service support to Financial Advisors and clients.

Responsibilities

• Support enterprise strategic objectives and operational excellence goals.
• Act as the most frequent point of contact for Merrill clients and advisors.
• Progress through program milestones toward becoming a Financial Advisor trainee.
• Assist in building client relationships and delivering investment guidance.

Skills

Client service

Relationship building

Financial advisory support

Licensing prep

Job description

Bank of America’s Merrill Wealth Management is hiring for the Wealth Management Client Associate - Advisor Development Program (WMCA-ADP), an entry role designed to train you toward becoming a Financial Advisor. You will begin by earning Securities Industry licenses and supporting FAs with client service.

You will study for SIE, Series 7, and 66 exams, aiming to complete within 120 days, then gain foundational skills and progress to advisor trainee, building a client book and delivering tailored