Wealth Management Client Associate: Advisor Trainee

Bank of America; Billings (MT); Vor Ort; USD 60.000 - 75.000; Vollzeit

Benefits dieser Stelle

In-house training

Zusammenfassung

Bank of America is seeking a Wealth Management Client Associate for Merrill’s Advisor Development Program in the United States. You will begin by obtaining securities licenses (SIE, Series 7, Series 66) within 120 days and progress toward becoming a Financial Advisor trainee.

In this entry role, you provide high-quality client service to multiple Financial Advisors, develop relationships, and learn to build a book of business while leveraging training and resources from Bank of America and

Qualifikationen

• Proven ability to quickly build trust and credibility.
• Excellent interpersonal and relationship-building skills.
• Ability to source clients through prospecting and networking.
• Excellent communication skills (written and verbal).

Aufgaben

• Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on client servicing, risk, investments, and banking products.
• Provides excellent client service and educates clients on bank service and offerings.
• Ensures timely, accurate client materials and follows up on requests.
• Ensures practices align with bank policies to support operational excellence and manage risk.
• Identifies and deepens client relationships, promoting banking solutions and communicating results to the FA.
• Provides business growth support, including development, investment solutions, and management support to multiple FAs.

Kenntnisse

Sales self-starter

Client relationships

Time management

Results-driven

Prospecting

Written communications

Verbal communications

Team collaboration

Relationship building

Entrepreneurial mindset

Customer service

Ausbildung

Bachelor's degree

Jobbeschreibung

Bank of America is seeking a Wealth Management Client Associate for Merrill’s Advisor Development Program in the United States. You will begin by obtaining securities licenses (SIE, Series 7, Series 66) within 120 days and progress toward becoming a Financial Advisor trainee.

In this entry role, you provide high-quality client service to multiple Financial Advisors, develop relationships, and learn to build a book of business while leveraging training and resources from Bank of America and