Wealth Management Client Associate: Advisor Path

Bank of America; Rogers (AR); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Training & licensing support

Career progression program

Comprehensive academy coaching

Job summary

Bank of America’s Wealth Management Client Associate – Advisor Development Program (WMCA-ADP) is an entry role guiding you toward becoming a Merrill Financial Advisor. You’ll begin by obtaining SIE, Series 7, and Series 66 licenses, with structured study time and a 120-day licensing window.

You’ll support Financial Advisors with client service, develop foundational skills, and progress through progressive roles to build a book of business as a Financial Advisor trainee.

Qualifications

• Displays confidence as a self-starter in a sales/support role.
• Builds strong client relationships through effective communication.
• Proactive mindset with strong time management.
• Results-driven with focus on client interests and growth.
• Identifies client solutions through learning and new information.
• Exceptional interpersonal and relationship-building skills.
• Clear written and verbal communication abilities.
• Proven ability to quickly build trust and credibility.
• Ability to work both collaboratively and independently.
• Sourcing clients via prospecting and networking.

Responsibilities

• Partners with Financial Advisors and managers on client servicing and risk management.
• Educates clients on the bank’s service offerings and products.
• Ensures timely, accurate client materials and responds to requests.
• Maintains alignment with bank policies to support operational excellence and risk control.
• Deepens client relationships by promoting banking solutions within client needs.
• Provides business growth support to multiple Financial Advisors.

Skills

Self-starter

Client relationships

Time management

Growth mindset

Solution identification

Interpersonal skills

Verbal & written communication

Trust building

Independent work

Networking/prospecting

Follow-through

MS Office proficiency

Education

Bachelor’s degree or equivalent work experience

Job description

Bank of America’s Wealth Management Client Associate – Advisor Development Program (WMCA-ADP) is an entry role guiding you toward becoming a Merrill Financial Advisor. You’ll begin by obtaining SIE, Series 7, and Series 66 licenses, with structured study time and a 120-day licensing window.

You’ll support Financial Advisors with client service, develop foundational skills, and progress through progressive roles to build a book of business as a Financial Advisor trainee.