Wealth Management Client Associate: Advisor Path

ghr; Los Angeles (CA); On-site; USD 47,000 - 52,000; Full time

Benefits offered by this job

World-class training

One-on-one coaching

Career growth opportunities

Comprehensive client guidance

Job summary

Merrill Wealth Management, part of Bank of America, seeks an entry-ready candidate for the Wealth Management Client Associate – Advisor Development Program (WMCA-ADP). You will start by obtaining SIE, Series 7, and Series 66 licenses within 120 days, then progress through progressive roles toward becoming a Merrill Financial Advisor while supporting Financial Advisors with client service.

Training and coaching are provided by academy and leadership, with a focus on building a book of business,

Qualifications

• Displays confidence as a self-starter in a sales role.
• Builds strong client relationships and collaborative approach.
• Demonstrates time management and a proactive mindset.
• Shows a growth mindset with focus on client interests.
• Identifies appropriate solutions through learning and new information.
• Excellent interpersonal and relationship-building skills.

Responsibilities

• Partners with Financial Advisors and Client Relationship Managers on client servicing, risk, investments, and banking products.
• Provides excellent client service and education on bank's offerings; ensures timely, accurate materials.
• Help ensure operational excellence and risk management aligned with bank policies.
• Deepens and maintains client relationships, promoting banking integration into day-to-day practices.
• Supports business growth with development and investment solution support to multiple Financial Advisors.

Skills

Self-starter

Client relationships

Time management

Growth mindset

Needs assessment

Interpersonal skills

Communication

Credibility building

Listening

Entrepreneurial mindset

Follow-through

Computer literacy

Education

Bachelor’s degree

Tools

Microsoft Office

Job description

Merrill Wealth Management, part of Bank of America, seeks an entry-ready candidate for the Wealth Management Client Associate – Advisor Development Program (WMCA-ADP). You will start by obtaining SIE, Series 7, and Series 66 licenses within 120 days, then progress through progressive roles toward becoming a Merrill Financial Advisor while supporting Financial Advisors with client service.

Training and coaching are provided by academy and leadership, with a focus on building a book of business,