Wealth Management Client Associate – Advisor Development Program

Bank of America; New York (NY); Vor Ort; USD 60.000 - 75.000; Vollzeit

Zusammenfassung

Bank of America’s Wealth Management Client Associate – Advisor Development Program (WMCA-ADP) is an entry path to becoming a Merrill Financial Advisor. The program starts with obtaining SIE, Series 7, and Series 66 licenses within about 120 days and provides foundational skills to support Financial Advisors and clients.

You will advance through progressive roles, build a book of business as a Financial Advisor trainee, and receive dedicated training and resources to grow in this in-office,

Qualifikationen

• Self-starter in a sales role with client focus.
• Strong ability to build and maintain client relationships.
• Effective time management and prioritization to meet goals.

Aufgaben

• Partners with Financial Advisors, Client Relationship Managers, and Market Supervisors on client servicing, risk, investments, and banking products.
• Provides excellent client service and educates clients on bank offerings.
• Ensures timely, accurate client materials and follows up on requests; supports operational excellence and risk management.
• Identifies and deepens client relationships through the bank's offerings and promotes integrated banking solutions.
• Performs business growth support, investment solutions, and administrative tasks to support multiple FAs.

Kenntnisse

Self-starter in sales

Client relationships

Time management

Growth mindset

Needs assessment

Interpersonal skills

Written & verbal communication

Prospecting & networking

Team collaboration

Attention to detail

Microsoft Office

Ausbildung

High School Diploma

Bachelor's degree

Jobbeschreibung

Bank of America’s Wealth Management Client Associate – Advisor Development Program (WMCA-ADP) is an entry path to becoming a Merrill Financial Advisor. The program starts with obtaining SIE, Series 7, and Series 66 licenses within about 120 days and provides foundational skills to support Financial Advisors and clients.

You will advance through progressive roles, build a book of business as a Financial Advisor trainee, and receive dedicated training and resources to grow in this in-office,