Wealth Management Client Associate — Advisor Development Path

Bank of America; New Jersey; On-site; USD 41,000 - 58,000; Full time

Job summary

Bank of America Merrill Wealth Management is seeking candidates for the Wealth Management Client Associate – Advisor Development Program (WMCA-ADP). This entry role supports Financial Advisors, with training to obtain SIE, Series 7, and Series 66 exams within 120 days, then progresses toward becoming a Merrill Financial Advisor.

You will support enterprise objectives, deliver client advocacy, and build a book of business as you advance through Advisor Development stages, receiving dedicated

Qualifications

• Self-starter in a sales role.
• Strong client relationships through effective communication.
• Proactive mindset with time management skills.
• Results-driven growth mindset with client focus.
• Able to listen, probe for clarity, and build trust.

Responsibilities

• Partners with Financial Advisors and support teams on client servicing, risk, investments, and banking products.
• Provides excellent client service and educates clients on bank offerings.
• Ensures timely, accurate client materials and responds to FA requests.
• Maintains alignment with bank policies to support operational excellence and risk management.
• Identifies, deepens, and maintains client relationships emphasizing banking integration.

Skills

Self-starter

Client relationships

Time management

Interpersonal skills

Written communications

Education

High School Diploma

Bachelor’s degree

Tools

Microsoft Office

Job description

Bank of America Merrill Wealth Management is seeking candidates for the Wealth Management Client Associate – Advisor Development Program (WMCA-ADP). This entry role supports Financial Advisors, with training to obtain SIE, Series 7, and Series 66 exams within 120 days, then progresses toward becoming a Merrill Financial Advisor.

You will support enterprise objectives, deliver client advocacy, and build a book of business as you advance through Advisor Development stages, receiving dedicated