Wealth Management Client Associate - Advisor Path

Bank of America

Chattanooga (TN)

On-site

USD 50,000 - 65,000

Full time

3 days ago

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Job summary

Bank of America Merrill Lynch Wealth Management is seeking an entry-level Wealth Management Client Associate in the Advisor Development Program (WMCA-ADP). You will support Financial Advisors and provide client service while developing foundational skills to become a Financial Advisor.

Initial focus includes earning licenses (SIE, Series 7, 66) within 120 days, with dedicated study time and progressive training toward a Merrill advisory career across offices.

Qualifications

Requires self-starter in a sales environment
Strong client relationships and collaboration
Proactive time management and prioritization
Ability to identify client solutions and build trust

Responsibilities

Partner with Financial Advisors and Managers on client servicing, investments, and banking products
Provide excellent client service and educate clients on offerings
Ensure accuracy and timeliness of client materials and requests
Ensure alignment with bank policies to support operational excellence and risk management
Deepen client relationships through offerings and referral integration
Support business growth through client development, investment solutions, and management assistance

Skills

Self-starter

Client relationships

Time management

Communication skills

Trust building

Listening & probing

Entrepreneurial mindset

MS Office

Education

High School Diploma / GED

Bachelor’s degree (preferred)

Tools

MS Office

Job description

Initial focus includes earning licenses (SIE, Series 7, 66) within 120 days, with dedicated study time and progressive training toward a Merrill advisory career across offices.

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