Wealth Management Client Associate: Advisor Track

Bank of America; Stamford (CT); On-site; USD 41,000 - 58,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America is seeking a Wealth Management Client Associate - Advisor Development Program in Stamford, CT. You will start by earning the SIE, Series 7, and Series 66 licenses within 120 days and support Financial Advisors with client service and operational tasks.

As you progress through the ADP, you will train to build a books of business and eventually become a Merrill Financial Advisor, joining a collaborative, in-office culture with robust training and career development opportunities.

Qualifications

• Entry role into the Advisor Development Program with the goal of becoming a Merrill Financial Advisor.
• Licensing requirements: obtain SIE, Series 7, and Series 66 within 120 days (63/65 accepted in lieu).
• Supports Financial Advisors by handling client service and operational tasks while aligning with enterprise objectives.

Responsibilities

• Provide client service support to multiple Financial Advisors (FAs).
• Support enterprise strategic objectives and client advocacy within the FA's business.
• Progress through ADP milestones toward building a book of business as a Financial Advisor trainee.
• Assist in acquiring, building, and managing client relationships and financial guidance.

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

High School Diploma / GED / Secondary School or equivalent

Bachelor's degree

Job description

Bank of America is seeking a Wealth Management Client Associate - Advisor Development Program in Stamford, CT. You will start by earning the SIE, Series 7, and Series 66 licenses within 120 days and support Financial Advisors with client service and operational tasks.

As you progress through the ADP, you will train to build a books of business and eventually become a Merrill Financial Advisor, joining a collaborative, in-office culture with robust training and career development opportunities.