Wealth Management Client Associate: Start Your Advisor Journey

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

Benefits offered by this job

Industry-leading benefits

Paid time off

Employee resources

Community impact

Job summary

Bank of America’s Merrill Wealth Management is seeking an entry role in the Advisor Development Program (WMCA-ADP) to become a full Financial Advisor. The role focuses on client service support to Financial Advisors within an in-office, collaborative culture.

You will obtain Securities Industry licenses (SIE, Series 7, 66) within 120 days, then advance through stages to build a book of business as a trainee, with dedicated training and career progression toward Merrill Financial Advisor.

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, 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.
• 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

Solution discovery

Interpersonal skills

Written & verbal communication

Credibility

Needs assessment

Teamwork & independence

Listening & probing

Prospecting & networking

Follow-through

Microsoft Suite

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor’s degree

Tools

Microsoft Suite

Job description

Bank of America’s Merrill Wealth Management is seeking an entry role in the Advisor Development Program (WMCA-ADP) to become a full Financial Advisor. The role focuses on client service support to Financial Advisors within an in-office, collaborative culture.

You will obtain Securities Industry licenses (SIE, Series 7, 66) within 120 days, then advance through stages to build a book of business as a trainee, with dedicated training and career progression toward Merrill Financial Advisor.