Wealth Mgmt Client Associate — Advisor Track

Bank of America; Houston (TX); On-site; USD 50,000 - 70,000; Full time

Job summary

Bank of America’s Merrill Wealth Management is seeking candidates for the Advisor Development Program (WMCA-ADP), an entry path to becoming a Financial Advisor. You will gain Securities Industry licenses (SIE, Series 7, 66) within 120 days and learn the foundational skills to support Financial Advisors across client service roles.

As you progress, you’ll build a book of business as an advisor trainee and receive training, mentorship, and access to resources to guide clients through complex

Qualifications

• Displays confidence working as a self-starter in a sales role.
• Builds strong client relationships through effective communication and collaboration.
• Demonstrates a proactive mindset and effective time management.
• Proven ability to quickly build trust and credibility.
• Proven ability to listen and probe for clarity and understanding.
• Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking.

Responsibilities

• Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all aspects of client servicing.
• 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 requests.
• Identifies, deepens, and maintains client relationships through banking offerings and collaboration with the FA.
• Performs general business growth support functions aligned to the role of the Client Associate or WMCA, providing business development and investment solutions.

Skills

Account Management

Client Management

Customer and Client Focus

Oral Communications

Written Communications

Business Development

Pipeline Management

Prioritization

Trade Operations Management

Administrative Services

Client Investments Management

Emotional Intelligence

Referral Identification

Education

Bachelor’s degree and/or a minimum of one year of work experience

High School Diploma / GED / Secondary School or equivalent

Tools

Microsoft Suite

Job description

Bank of America’s Merrill Wealth Management is seeking candidates for the Advisor Development Program (WMCA-ADP), an entry path to becoming a Financial Advisor. You will gain Securities Industry licenses (SIE, Series 7, 66) within 120 days and learn the foundational skills to support Financial Advisors across client service roles.

As you progress, you’ll build a book of business as an advisor trainee and receive training, mentorship, and access to resources to guide clients through complex