Wealth Management Client Associate — Advisor Path

Bank of America; Charlotte (NC); On-site; USD 55,000 - 85,000; Full time

Job summary

Bank of America is seeking candidates for the Wealth Management Client Associate – Advisor Development Program (WMCA-ADP) in the United States. This entry role guides you toward becoming a Merrill Financial Advisor, starting with obtaining SIE, Series 7, and Series 66 licenses within 120 days, then progressing through training and client relationship-building within a Merrill office.

You will support Financial Advisors, develop a book of business, and learn to provide comprehensive financial

Qualifications

• Displays confidence working as a self-starter in a sales role.
• Builds strong client relationships through effective communication and collaboration.
• Demonstrates a results-driven growth mindset and prioritizes client interests.

Responsibilities

• Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all aspects of client servicing, risk, investments, and banking products, while receiving guidance.
• Provides excellent Client Service to the bank’s clients through educating them on all service and banking offerings.
• Ensures timeliness and accuracy in client materials and follows up on requests.
• Identifies, deepens, and maintains client relationships through emphasis on the bank’s offerings.
• Performs general business growth support functions aligned to the role of the WMCA/ADP, providing business development and investment solutions.

Skills

Self-starter

Client relationships

Time management

Communication skills

Entrepreneurial mindset

Microsoft Suite

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor’s degree (preferred)

Tools

Microsoft Office/Excel/PowerPoint

Job description

Bank of America is seeking candidates for the Wealth Management Client Associate – Advisor Development Program (WMCA-ADP) in the United States. This entry role guides you toward becoming a Merrill Financial Advisor, starting with obtaining SIE, Series 7, and Series 66 licenses within 120 days, then progressing through training and client relationship-building within a Merrill office.

You will support Financial Advisors, develop a book of business, and learn to provide comprehensive financial