Wealth Management Client Associate — Advisor Path

Bank of America; North Carolina; On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America is hiring for the Wealth Management Client Associate – Advisor Development Program (WMCA-ADP). This entry role supports Financial Advisors by delivering client service, coordinating licensing exams, and preparing for a future as a Merrill Financial Advisor.

You will study for SIE, Series 7, and Series 66 within 120 days, then progress through training and experiential activities to build a client base.

Qualifications

• Experience supporting financial advisors and clients is preferred.
• Ability to obtain securities licenses within required timeframe.
• Interest in developing into a Financial Advisor role through a structured program.

Responsibilities

• Provide client service support to Financial Advisors (FAs).
• Assist in pursuing enterprise objectives and operational excellence for the FA team.
• Serve as a primary contact for clients and internal specialists within Merrill.
• Support training activities while progressing through Advisor Development Program milestones.
• Help build relationships and eventually contribute to a book of business as an advisor trainee.
• Facilitate referrals and tailor investment solutions to client needs.

Skills

Client service

Communication

Financial knowledge

Team collaboration

Tools

SIE

Series 7

Series 66

Job description

Bank of America is hiring for the Wealth Management Client Associate – Advisor Development Program (WMCA-ADP). This entry role supports Financial Advisors by delivering client service, coordinating licensing exams, and preparing for a future as a Merrill Financial Advisor.

You will study for SIE, Series 7, and Series 66 within 120 days, then progress through training and experiential activities to build a client base.