Wealth Management Client Associate — Advisor Development Path

Bank of America; United States; On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

World-class training

Coaching program

Career development

Comprehensive benefits

Job summary

Bank of America is seeking candidates for the Wealth Management Client Associate – Advisor Development Program (WMCA-ADP). This entry role helps you obtain SIE, Series 7, and Series 66 licenses within 120 days and prepares you to become a Merrill Financial Advisor.

You will support Financial Advisors with client service, build relationships, and advance through progressive roles to eventually manage your own book of business in a Merrill office.

Qualifications

• 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 with client focus.
• Ability to source clients through prospecting and networking.
• Exceptional interpersonal and relationship-building skills.
• Effective written and verbal communication.

Responsibilities

• Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on client servicing, risk, investments, and banking products.
• Provides excellent client service by educating clients on bank offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Ensures practices align with bank policies, supporting operational excellence and risk management.
• Identifies, deepens, and maintains client relationships while promoting bank solutions.
• Performs growth support for multiple Financial Advisors, including business development and investment solutions.

Skills

Self-starter

Client relationship building

Time management

Results-driven

Needs assessment

Interpersonal skills

Written and verbal communication

Trust development

Team collaboration

Active listening

Entrepreneurial mindset

Follow-through

Microsoft Office / Suite

Education

Bachelor’s degree

High School Diploma / GED

Tools

Microsoft Office Suite

Job description

Bank of America is seeking candidates for the Wealth Management Client Associate – Advisor Development Program (WMCA-ADP). This entry role helps you obtain SIE, Series 7, and Series 66 licenses within 120 days and prepares you to become a Merrill Financial Advisor.

You will support Financial Advisors with client service, build relationships, and advance through progressive roles to eventually manage your own book of business in a Merrill office.