Wealth Mgmt Client Associate - Advisor Track

Bank of America; Roanoke (VA); On-site; USD 48,000 - 51,000; Full time

Job summary

Bank of America’s Merrill Wealth Management is seeking a Wealth Management Client Associate – Advisor Development Program (WMCA-ADP) in Roanoke, VA. This entry role provides client service support to Financial Advisors while earning securities licenses and building foundational advisory skills.

You will obtain SIE, Series 7, and Series 66 licenses within 120 days, then progress through program milestones toward becoming a Merrill Financial Advisor, with training, mentorship, and on-site

Qualifications

• Displays confidence as a self-starter in a sales role.
• Builds strong client relationships through effective communication.
• Demonstrates a results-driven growth mindset and prioritizes client interests.
• Bachelor’s degree or 1+ year of work experience.

Responsibilities

• Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all aspects of client servicing, risk, investments, and banking products.
• Provides excellent Client Service to the bank's clients through educating them on all banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Assists with ensuring practices align with bank policies to support operational excellence and manage risk.
• Builds and maintains client relationships and supports the FA with advisory activities.

Skills

Account Management

Client Management

Customer Focus

Issue Management

Oral Communications

Business Development

Client Solutions Advisory

Pipeline Management

Prioritization

Trade Operations

Administrative Services

Client Investments

Emotional Intelligence

Referral Identification

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America’s Merrill Wealth Management is seeking a Wealth Management Client Associate – Advisor Development Program (WMCA-ADP) in Roanoke, VA. This entry role provides client service support to Financial Advisors while earning securities licenses and building foundational advisory skills.

You will obtain SIE, Series 7, and Series 66 licenses within 120 days, then progress through program milestones toward becoming a Merrill Financial Advisor, with training, mentorship, and on-site