Wealth Management Client Associate — Advisor Development Program

Bank of America

Chattanooga (TN)

On-site

USD 45,000 - 75,000

Full time

3 days ago

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Job summary

Bank of America in Chattanooga is seeking a Wealth Management Client Associate for the Advisor Development Program (WMCA-ADP). This entry role supports Financial Advisors and helps deliver client service while you learn to become a Merrill Financial Advisor.

You will study for SIE, Series 7, and Series 66 licenses within 120 days, progress through program milestones, and eventually begin building a book of business as a Financial Advisor trainee, with dedicated training and ongoing in-office

Qualifications

Displays confidence as a self-starter in a sales role.
Builds strong client relationships through communication and collaboration.
Proactive mindset with effective time management.
Demonstrates a growth mindset and prioritizes client interests.
Identifies client solutions through learning and new information.

Responsibilities

Partners with Financial Advisors and Managers on client servicing, risk, investments, and banking products.
Provides excellent client service by educating clients on bank offerings.
Ensures timely, accurate client materials and follows up on requests.
Aligns practices with bank policies to support operational excellence and manage risk.
Deepens client relationships by highlighting bank offerings and collaborating with FAs.