Wealth Mgmt Client Associate — Advisor Path

Bank of America; Lexington (VA); Vor Ort; USD 55.000 - 70.000; Vollzeit

Zusammenfassung

Bank of America’s Wealth Management Client Associate – Advisor Development Program (WMCA-ADP) is an entry role designed to eventually become a Merrill Financial Advisor. It emphasizes licensing (SIE, Series 7, 66) within 120 days, hands-on client service for Financial Advisors, and progressive development toward building a book of business.

You will work with FAs to deliver tailored financial solutions while advancing through structured training, coaching, and required exams that prepare you for

Qualifikationen

• High school diploma or GED required; college degree preferred
• Demonstrated ability to build client relationships and provide excellent service
• Willingness to obtain necessary securities licenses (SIE, Series 7, 66) within 120 days

Aufgaben

• Partner with Financial Advisors and support client servicing, risk, investments, and banking products
• Provide excellent client service and educate clients on bank offerings
• Ensure timely and accurate client materials and respond to FA requests
• Support operational excellence, protect clients, and manage risk
• Develop and maintain client relationships and promote banking solutions within FA practices
• Assist with business development and client opportunities across multiple FAs

Kenntnisse

Account Management

Client Management

Customer and Client Focus

Oral Communications

Business Development

Client Solutions Advisory

Pipeline Management

Prioritization

Trade Operations Management

Administrative Services

Written Communications

Emotional Intelligence

Referral Identification

Leadership

Networking

Ausbildung

Bachelor’s degree

High School Diploma / GED / Secondary School or equivalent

Tools

Microsoft Office

Jobbeschreibung

Bank of America’s Wealth Management Client Associate – Advisor Development Program (WMCA-ADP) is an entry role designed to eventually become a Merrill Financial Advisor. It emphasizes licensing (SIE, Series 7, 66) within 120 days, hands-on client service for Financial Advisors, and progressive development toward building a book of business.

You will work with FAs to deliver tailored financial solutions while advancing through structured training, coaching, and required exams that prepare you for