Wealth Mgmt Client Associate - Advisor Development

ghr; Orlando (FL); Sur place; USD 48 000 - 62 000; Plein temps

Résumé du poste

Bank of America’s Wealth Management division seeks a WMCA to support Financial Advisors and develop into a Financial Advisor. You will obtain SIE, Series 7 and 66 licenses within 120 days and learn foundational skills to build a book of business.

As an entry role, you’ll handle client service, referrals, and collaboration with FA teams to design solutions and grow a client base toward becoming an advisor trainee.

Qualifications

• Willingness to pursue securities licenses (SIE, Series 7, 66) within 120 days.
• Strong client service mindset and relationship-building skills.
• Ability to work with Financial Advisors and cross-functional partners.

Responsabilités

• Partner with Financial Advisors on client servicing, risk, investments, and banking products.
• Educate clients on Merrill/Merrill offerings and provide guidance to FA team.
• Support business development activities and build process efficiency.
• Assist with building a book of business as you progress to Financial Advisor trainee.
• Ensure timely, accurate client materials and requests fulfillment.

Connaissances

Account Management

Client Management

Customer Focus

Issue Management

Oral Communications

Business Development

Client Solutions Advisory

Pipeline Management

Prioritization

Trade Operations Management

Administrative Services

Client Investments Management

Emotional Intelligence

Referral Identification

Written Communications

Formation

High School Diploma

Bachelor’s degree

Description du poste

Bank of America’s Wealth Management division seeks a WMCA to support Financial Advisors and develop into a Financial Advisor. You will obtain SIE, Series 7 and 66 licenses within 120 days and learn foundational skills to build a book of business.

As an entry role, you’ll handle client service, referrals, and collaboration with FA teams to design solutions and grow a client base toward becoming an advisor trainee.