Wealth Management Client Associate - Advisor Development Path

Bank of America; Wayzata (MN); Presencial; USD 41 000 - 56 000; Tempo integral

Resumo da oferta

Bank of America is expanding its Wealth Management Advisor Development Program in the United States, starting with the WMCA-ADP entry role to support Financial Advisors and build a client book. Trainees work toward SIE, Series 7, and Series 66 licenses within 120 days, advancing to a Financial Advisor trainee role upon milestones.

The program emphasizes in-office collaboration, training, and career growth. Role involves client service, relationship building, and joint work with FAs to deliver

Qualificações

• High school diploma or equivalent required with strong communication and organizational skills.
• Bachelor’s degree or higher preferred with client service exposure.

Responsabilidades

• 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 and educates them on all banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all requests from clients and Financial Advisors.
• Ensures alignment with bank policies to support operational excellence and risk management.
• Identifies, deepens, and maintains client relationships by promoting bank offerings within day-to-day practices.

Conhecimentos

Account Management

Client Management

Customer Focus

Issue Management

Oral Communications

Business Development

Client Solutions

Advisory Pipeline Management

Prioritization

Trade Operations Management

Administrative Services

Client Investments Management

Emotional Intelligence

Formação académica

High School Diploma / GED

Bachelor’s degree

Ferramentas

Microsoft Suite

Descrição da oferta de emprego

Bank of America is expanding its Wealth Management Advisor Development Program in the United States, starting with the WMCA-ADP entry role to support Financial Advisors and build a client book. Trainees work toward SIE, Series 7, and Series 66 licenses within 120 days, advancing to a Financial Advisor trainee role upon milestones.

The program emphasizes in-office collaboration, training, and career growth. Role involves client service, relationship building, and joint work with FAs to deliver