Wealth Management Client Associate: Advisor in Training

Bank of America; Wilmington (NC); Presencial; USD 52.000 - 72.000; Tempo integral

Benefícios oferecidos por esta vaga

World-class training

One-on-one coaching

Career development

Broad solution access

Resumo da vaga

Bank of America’s Wealth Management division seeks a Wealth Management Client Associate through the Advisor Development Program. You will support Financial Advisors, help manage client relationships, and learn the foundations to become a Financial Advisor.

The role emphasizes obtaining securities licenses (SIE, Series 7, 66) within 120 days, training, and progression toward building a book of business as a Financial Advisor trainee within Merrill.

Qualificações

• Bachelor's degree or higher preferred; at least one year of work experience.
• High School Diploma or GED required and appropriate coaching available.

Responsabilidades

• Partners with Financial Advisors and internal teams on client servicing and banking products.
• Provides excellent client service and educates clients on bank's offerings.
• Ensures timeliness and accuracy of client materials and requests.
• Supports growth, risk management, and operational excellence in the FA's business.

Conhecimentos

Sales mindset

Relationship building

Communication

Time management

Client needs assessment

Interpersonal skills

Proactive

Leadership potential

Microsoft Office

Networking

Formação

Bachelor's degree

High School Diploma / GED

Ferramentas

Microsoft Office

Descrição da vaga

Bank of America’s Wealth Management division seeks a Wealth Management Client Associate through the Advisor Development Program. You will support Financial Advisors, help manage client relationships, and learn the foundations to become a Financial Advisor.

The role emphasizes obtaining securities licenses (SIE, Series 7, 66) within 120 days, training, and progression toward building a book of business as a Financial Advisor trainee within Merrill.