Wealth Management Client Associate – Advisor Path

Bank of America Corporation; Winston-Salem (NC); On-site; USD 50,000 - 65,000; Full time

Job summary

Bank of America is recruiting for the Wealth Management Client Associate – Advisor Development Program (WMCA–ADP). This entry role supports Financial Advisors, gains Securities licenses (SIE, Series 7, 66) within 120 days, and develops the foundations to become a full Financial Advisor.

You will deliver client service, contribute to enterprise objectives, and progress through milestones toward building a client book.

Qualifications

• Self-starter in a sales or client-facing role.
• Strong client relationship-building and collaboration skills.
• Excellent time management and prioritization.
• Effective written and verbal communication.
• Entrepreneurial mindset with ability to prospect and grow a book of business.

Responsibilities

• Partners with Financial Advisors and managers on client servicing, investments, and banking products.
• Provides excellent client service and educates clients on bank offerings.
• Ensures timely, accurate materials and follows up on FA requests.
• Aligns practices with bank policies to support operational excellence and risk management.
• Identifies and deepens client relationships while promoting bank solutions.

Skills

Self-starting

Client relationships

Time management

Effective communication

Entrepreneurial mindset

Team collaboration

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor’s degree and/or 1 year work experience

Tools

Microsoft Office Suite

Job description

Bank of America is recruiting for the Wealth Management Client Associate – Advisor Development Program (WMCA–ADP). This entry role supports Financial Advisors, gains Securities licenses (SIE, Series 7, 66) within 120 days, and develops the foundations to become a full Financial Advisor.

You will deliver client service, contribute to enterprise objectives, and progress through milestones toward building a client book.