Wealth Management Client Associate – Advisor Development Program

Bank of America Corporation; United States; On-site; USD 60,000 - 85,000; Full time

Job summary

Bank of America’s Wealth Management Client Associate – Advisor Development Program (WMCA–ADP) is an entry path to a Financial Advisor career. You begin with Securities Industry licenses and dedicated study time for SIE, Series 7, and Series 66, to be obtained within 120 days.

The role focuses on client service support to multiple FAs and progression through milestones. As you advance, you’ll build a book of business and transition toward becoming a Merrill Financial Advisor, with training,

Qualifications

• High school diploma or GED; bachelor’s degree preferred.
• Demonstrates strong client service orientation and curiosity.
• Excellent communication and relationship-building abilities.

Responsibilities

• Partners with Financial Advisors and Managers on client servicing, risk, investments, and banking products with guidance.
• Provides excellent client service by educating clients on bank offerings.
• Ensures timeliness and accuracy in client materials and requests.
• Aligns practices with bank policies to support operational excellence and risk management.
• Identifies, deepens, and maintains client relationships while promoting banking solutions.
• Performs business growth support for multiple financial advisors through investments and services.

Skills

Self-starter

Client relationships

Time management

Results-driven

Solution identification

Interpersonal skills

Communication skills

Trust building

Prospecting & networking

Education

Bachelor’s degree

High School Diploma

Tools

Microsoft Office

CRM systems

Job description

Bank of America’s Wealth Management Client Associate – Advisor Development Program (WMCA–ADP) is an entry path to a Financial Advisor career. You begin with Securities Industry licenses and dedicated study time for SIE, Series 7, and Series 66, to be obtained within 120 days.

The role focuses on client service support to multiple FAs and progression through milestones. As you advance, you’ll build a book of business and transition toward becoming a Merrill Financial Advisor, with training,