Wealth Management Client Associate — Advisor Trainee

Bank of America; Los Angeles (CA); On-site; USD 41,000 - 58,000; Full time

Job summary

Bank of America is seeking candidates for the Wealth Management Client Associate - Advisor Development Program (WMCA - ADP) in Los Angeles. The role forms part of Merrill Wealth Management's Advisor Development Program, focusing on client service support to Financial Advisors and earning securities licenses (SIE, Series 7, 66) within 120 days.

Successful candidates progress through progression roles toward becoming a Merrill Financial Advisor, with dedicated training, client relationship

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.
• Exceptional interpersonal and relationship building skills.
• Effective communication skills (written and verbal).
• Proven ability to quickly build trust and credibility.
• Proven ability to assess needs of and recommend appropriate solutions.
• Proven ability to work both collaboratively on a team with key partners and independently.
• Proven ability to listen and probe for clarity and understanding.
• Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking.
• Strong follow-through skills.
• Computer/technical literacy and proficiency in applications such as Microsoft Suite.

Responsibilities

• Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all aspects of client servicing, risk, investments, and banking products.
• 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 requests.
• Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect 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.
• Performs general business growth support functions aligned to the role of the Client Associate or Wealth Management Client Associate.

Skills

Self-starter

Client relationships

Time management

Results-driven mindset

Client solutions

Interpersonal skills

Written and verbal communication

Trust & credibility

Team collaboration

Active listening

Entrepreneurial mindset

Follow-through

Microsoft Suite proficiency

Education

High School Diploma / GED

Bachelor's degree

Tools

Microsoft Suite

Job description

Bank of America is seeking candidates for the Wealth Management Client Associate - Advisor Development Program (WMCA - ADP) in Los Angeles. The role forms part of Merrill Wealth Management's Advisor Development Program, focusing on client service support to Financial Advisors and earning securities licenses (SIE, Series 7, 66) within 120 days.

Successful candidates progress through progression roles toward becoming a Merrill Financial Advisor, with dedicated training, client relationship