Wealth Management Client Associate – Advisor Track

Bank of America; Grand Rapids (MI); On-site; USD 45,000 - 65,000; Full time

Job summary

Bank of America is seeking an entry-level Wealth Management Client Associate to join the Advisor Development Program (WMCA-ADP). You’ll support Financial Advisors, build client relationships, and progress toward becoming a Merrill Financial Advisor.

You’ll obtain Securities Industry licenses (SIE, Series 7, 66) within 120 days, and continue through dedicated training, eventually building a book of business as a trainee. 37.5 hours/week, 1st shift in the United States.

Qualifications

• Displays confidence working as a self-starter in a sales role.
• Builds strong client relationships through effective communication and collaboration.
• Displays a proactive mindset and effective time management.
• Demonstrates a results-driven growth mindset and prioritizes client interests.
• Identifies appropriate client solutions through application of learnings and new information.

Responsibilities

• Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all aspects of client servicing, risk, investments, and banking products, while receiving appropriate guidance and escalating issues as needed.
• Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
• Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
• Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
• Performs general business growth support functions aligned to the role of the Client Associate or Wealth Management Client Associate, providing business development, investment solutions, and/or business management support to multiple FAs

Skills

Self-starter

Client relationships

Time management

Growth mindset

Needs assessment

Interpersonal skills

Communication

Team collaboration

Entrepreneurial mindset

Prospecting / Sourcing clients

Follow-through

Microsoft Office

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Bank of America is seeking an entry-level Wealth Management Client Associate to join the Advisor Development Program (WMCA-ADP). You’ll support Financial Advisors, build client relationships, and progress toward becoming a Merrill Financial Advisor.

You’ll obtain Securities Industry licenses (SIE, Series 7, 66) within 120 days, and continue through dedicated training, eventually building a book of business as a trainee. 37.5 hours/week, 1st shift in the United States.