Wealth Management: Client Associate to Financial Advisor (ADP)

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

Benefits offered by this job

Benefits eligible

Pay transparency

Industry training

Job summary

Bank of America’s Wealth Management team seeks an entry-level Client Associate in Stamford to support Financial Advisors and build foundational client service skills. The role emphasizes learning, licensing (SIE, Series exams), and progressing toward becoming a Merrill Financial Advisor.

You'll gain exposure to investment products, client reviews, and the consultative process while advancing through the Advisor Development Program toward a future advisory book of business.

Qualifications

• High school diploma or equivalent required; strong communication skills.
• Bachelor’s degree or work experience in client advisory beneficial.
• Experience in client service, banking products, and investment services preferred.

Responsibilities

• Partner with Financial Advisors and team to service clients and support banking products.
• Provide timely and accurate client materials and respond to FA requests.
• Assist with business development and investment solutions for multiple FAs.

Skills

Account Management

Client Management

Customer Focus

Written Communications

Oral Communications

Business Development

Pipeline Management

Prioritization

Trade Operations Management

Administrative Services

Client Investments Management

Emotional Intelligence

Referral Identification

Negotiation

Relationship Building

Education

Bachelor’s degree

High School Diploma / GED

Tools

Microsoft Suite

Job description

Bank of America’s Wealth Management team seeks an entry-level Client Associate in Stamford to support Financial Advisors and build foundational client service skills. The role emphasizes learning, licensing (SIE, Series exams), and progressing toward becoming a Merrill Financial Advisor.

You'll gain exposure to investment products, client reviews, and the consultative process while advancing through the Advisor Development Program toward a future advisory book of business.