Wealth Mgmt Client Associate —Advisor Development

Bank of America; Mount Laurel Township (NJ); On-site; USD 48,000 - 54,000; Full time

Job summary

Bank of America’s Wealth Management Client Associate – Advisor Development Program (WMCA-ADP) is an entry role into our Advisor Development Program. You’ll support Financial Advisors with client service, onboarding, and licensing prep, while developing foundational skills to become a Merrill Financial Advisor.

You will work toward SIE, Series 7 and 66 licenses, and progress through milestones toward building a book of business within a Merrill office.

Qualifications

• Experience in client servicing or financial services preferred.
• Strong interpersonal and communication skills.
• Ability to work in a fast-paced, target-driven environment.
• Knowledge of financial products is a plus.

Responsibilities

• Provide client service support to Financial Advisors and build client relationships.
• Assist with onboarding, licensing prep for SIE, Series exams.
• Support enterprise strategic objectives and operational excellence goals.

Skills

Client relationship

Communication skills

Time management

Sales orientation

Prospecting & networking

Problem solving

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor's degree preferred

Job description

Bank of America’s Wealth Management Client Associate – Advisor Development Program (WMCA-ADP) is an entry role into our Advisor Development Program. You’ll support Financial Advisors with client service, onboarding, and licensing prep, while developing foundational skills to become a Merrill Financial Advisor.

You will work toward SIE, Series 7 and 66 licenses, and progress through milestones toward building a book of business within a Merrill office.