Wealth Management Client Associate: Path to Financial Advisor

Bank of America; The Woodlands (TX); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

World-class training

1:1 coaching

Career development resources

Job summary

Bank of America Merrill Wealth Management offers an entry path through the Wealth Management Client Associate - Advisor Development Program (WMCA-ADP). The role focuses on providing client service support to Financial Advisors while pursuing securities licenses and preparing for a future financial advisor career.

You will receive dedicated study time for SIE, Series 7, and Series 66 exams and progress through program milestones, ultimately building a book of business as a trainee.

Responsibilities

• Support enterprise strategic objectives and client advocacy within the FA’s business.
• Serve as the most frequent point of contact to address service needs of Merrill clients.
• Assist in building client relationships and preparing materials for client reviews.

Job description

Bank of America Merrill Wealth Management offers an entry path through the Wealth Management Client Associate - Advisor Development Program (WMCA-ADP). The role focuses on providing client service support to Financial Advisors while pursuing securities licenses and preparing for a future financial advisor career.

You will receive dedicated study time for SIE, Series 7, and Series 66 exams and progress through program milestones, ultimately building a book of business as a trainee.