Wealth Management Client Associate: Advisor Track

Bank of America; Bloomfield Hills (MI); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America’s Wealth Management Client Associate - Advisor Development Program (WMCA-ADP) is an entry path toward becoming a Merrill Financial Advisor. The role focuses on client service support to Financial Advisors (FAs) and progressing through training and licensing (SIE, Series 7, Series 66) within 120 days.

You will work as the primary contact for clients, assisting FAs, and progressing through the Advisor Development Program to build a book of business and provide comprehensive

Qualifications

• Display confidence as a self-starter in a sales role.
• Builds strong client relationships through effective communication.
• Demonstrates a proactive mindset and strong time management.

Responsibilities

• Partners with Financial Advisors and team to support client servicing, risk and investments.
• Provides excellent client service through education on bank offerings.
• Ensures accuracy in client materials and timely follow-up on requests.
• Supports adherence to bank policies to maintain operational excellence and manage risk.
• Develops and maintains client relationships by leveraging bank solutions within day-to-day practices.

Skills

Client relationships

Sales mindset

Communication skills

Time management

Prospecting

Microsoft Office

Team collaboration

Financial concepts

Education

High School Diploma or GED

Bachelor's degree (desired)

Job description

Bank of America’s Wealth Management Client Associate - Advisor Development Program (WMCA-ADP) is an entry path toward becoming a Merrill Financial Advisor. The role focuses on client service support to Financial Advisors (FAs) and progressing through training and licensing (SIE, Series 7, Series 66) within 120 days.

You will work as the primary contact for clients, assisting FAs, and progressing through the Advisor Development Program to build a book of business and provide comprehensive