Wealth Management Client Associate: Advisor Track

Bank of America; Bloomfield Hills (MI); On-site; USD 55,000 - 70,000; Full time

Job summary

Bank of America in Bloomfield Hills seeks a Wealth Management Client Associate as part of the Advisor Development Program. This entry role supports Financial Advisors, builds client relationships, and progresses toward becoming a Merrill Financial Advisor.

You will work toward licenses (SIE, Series 7, 66) within 120 days, gain training, and learn to deliver end-to-end client solutions while growing a book of business in a structured program.

Qualifications

• High school diploma is not enough; requires Bachelor’s degree or equivalent and strong client service attitude.
• Demonstrates ability to build trust and credibility with clients and Financial Advisors.
• Displays a proactive mindset, excellent time management, and collaboration skills.

Responsibilities

• Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on client servicing, risk, investments, and banking products.
• Provides excellent client service by educating clients on banking offerings and ensuring materials are accurate and complete.
• Ensures timely, accurate follow-up on client and FA requests and aligns practices with bank policies.
• Identifies and deepens client relationships by highlighting Bank of America's offerings and cross-selling opportunities.
• Performs general growth support to assist multiple FAs with investments and business management.

Skills

Account Management

Client Management

Customer and Client Focus

Issue Management

Oral Communications

Business Development

Client Solutions Advisory

Pipeline Management

Prioritization

Trade Operations Management

Administrative Services

Client Investments Management

Emotional Intelligence

Referral Identification

Written Communications

Education

Bachelor’s degree or equivalent

Tools

Microsoft Office

Job description

Bank of America in Bloomfield Hills seeks a Wealth Management Client Associate as part of the Advisor Development Program. This entry role supports Financial Advisors, builds client relationships, and progresses toward becoming a Merrill Financial Advisor.

You will work toward licenses (SIE, Series 7, 66) within 120 days, gain training, and learn to deliver end-to-end client solutions while growing a book of business in a structured program.