Wealth Management Client Associate — Advisor Development Track

Bank of America; Westlake Village (CA); On-site; USD 66,000 - 74,000; Full time

Benefits offered by this job

Benefits

Career development

Training program

Job summary

Bank of America’s Merrill Wealth Management is seeking candidates for the Advisor Development Program in Westlake Village, CA. The program offers progressive roles designed to prepare you to become a Merrill Financial Advisor, with training, coaching, and hands-on client work.

You will develop a book of business, source prospects, and collaborate with financial professionals to provide comprehensive investment and banking solutions, while meeting regulatory and training requirements.

Qualifications

• Demonstrates self-motivation in a sales-oriented role.
• Builds and maintains client relationships through effective communication.
• Proactively manages time and priorities to meet client needs.
• Shows results-driven growth mindset and prioritizes client interests.
• Ability to source clients via prospecting and networking.
• Strong written and verbal communication and relationship skills.

Responsibilities

• Partner with Advisors and relationship managers on client servicing and banking products.
• Educate clients on Bank of America's service offerings to deliver comprehensive advice.
• Ensure timely and accurate client materials and respond to requests.
• Align practices with bank policies to manage risk and operational excellence.
• Identify, deepen, and maintain client relationships by promoting banking solutions.
• Provide business development and support to multiple financial advisors.

Skills

Self-starter

Client relationship building

Communication skills

Time management

Entrepreneurial mindset

Prospecting & networking

Education

High School Diploma

Bachelor’s degree

Tools

Microsoft Office Suite

Job description

Bank of America’s Merrill Wealth Management is seeking candidates for the Advisor Development Program in Westlake Village, CA. The program offers progressive roles designed to prepare you to become a Merrill Financial Advisor, with training, coaching, and hands-on client work.

You will develop a book of business, source prospects, and collaborate with financial professionals to provide comprehensive investment and banking solutions, while meeting regulatory and training requirements.