Wealth Management Client Associate — Advisor Development Path

Bank of America Corporation; Tulsa (OK); On-site; USD 55,000 - 75,000; Full time

Job summary

Bank of America Corporation’s Wealth Management Client Associate - Advisor Development Program is an entry path toward becoming a Merrill Financial Advisor. You will earn securities licenses and support FAs while advancing through staged roles, building a client book, and mastering investment solutions.

Programs include training, coaching, and hands-on client service across advisory and banking products, with a clear trajectory to become a Merrill Financial Advisor.

Qualifications

• Displays confidence working as a self-starter in a sales role
• Builds strong client relationships through effective communication and collaboration
• Displays a proactive mindset and effective time management
• Demonstrates a 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 of and recommend appropriate solutions
• Proven ability to work both collaboratively on a team with key partners and independently
• Proven ability to listen and probe for clarity and understanding
• Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking
• Strong follow-through skills
• Computer/technical literacy and proficiency in applications such as Microsoft Suite

Responsibilities

• Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all aspects of client servicing, risk, investments, and banking products, while receiving appropriate guidance and escalating issues as needed
• 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 all client and Financial Advisor (FA) requests
• Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
• Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
• 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 Focus

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

Bachelor's degree

Job description

Bank of America Corporation’s Wealth Management Client Associate - Advisor Development Program is an entry path toward becoming a Merrill Financial Advisor. You will earn securities licenses and support FAs while advancing through staged roles, building a client book, and mastering investment solutions.

Programs include training, coaching, and hands-on client service across advisory and banking products, with a clear trajectory to become a Merrill Financial Advisor.