Wealth Management Client Associate: Advisor Path

Bank of America; Asheville (NC); On-site; USD 52,000 - 76,000; Full time

Job summary

Bank of America in the United States is seeking an entry-level Wealth Management Client Associate - Advisor Development Program (WMCA-ADP) to support Financial Advisors and develop foundational licenses. You will begin by obtaining SIE, Series 7, and Series 66 within 120 days and progress toward becoming a Merrill Financial Advisor.

This role focuses on providing client service support, enterprise objectives, and the progression through the Advisor Development Program, culminating in the ability

Qualifications

• Self-starter in a sales role with strong client relationships.
• Proactive communicator with time management and prioritization.
• Ability to source clients via prospecting and networking.
• Computer literacy, including Microsoft Suite.
• Willingness to complete securities licenses within 120 days (SIE, Series 7, 66).

Responsibilities

• Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on client servicing, risk, investments, and banking products.
• Provides excellent Client Service to the bank’s clients by educating them on bank offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests from clients and Financial Advisors.
• Supports operational excellence, protects clients, and manages risk in daily practices.
• Identifies, deepens, and maintains client relationships through the bank’s offerings and collaboration with FAs.

Skills

Account Management

Client Management

Customer and Client Focus

Issue Management

Oral Communications

Business Development

Client Solutions Advisory

Pipeline Management

Prioritization

Trade Operations Management

Administrative Services

Client Investments Management

Emotional Intelligence

Referral Identification

Written Communications

Education

Bachelor’s degree

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in the United States is seeking an entry-level Wealth Management Client Associate - Advisor Development Program (WMCA-ADP) to support Financial Advisors and develop foundational licenses. You will begin by obtaining SIE, Series 7, and Series 66 within 120 days and progress toward becoming a Merrill Financial Advisor.

This role focuses on providing client service support, enterprise objectives, and the progression through the Advisor Development Program, culminating in the ability