Client Associate – Advisor Development Program

Bank of America

. Provide client service support to multiple Financial Advisors .

Posted 10/8/2026full-timeCharlotte • North Carolina • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong client relationship-building and communication skills while effectively managing client service support and business development activities. Proficient in identifying client needs and recommending suitable investment solutions, with a proactive approach to sourcing clients and maintaining compliance.

Highest-signal resume keywords

Client Relationship BuildingInvestment Solutions RecommendationSIE, Series 7, and Series 66 LicensesMicrosoft Suite ProficiencyEntrepreneurial Mindset

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Service SupportBusiness DevelopmentInvestment GrowthAdministrative ComplianceRisk Management

Soft Skills

Interpersonal SkillsWritten CommunicationVerbal CommunicationTime ManagementProactive Mindset

Certifications & Qualifications

SIE LicenseSeries 7 LicenseSeries 66 LicenseSAFE Act Registration

Industry Keywords

Financial AdvisorClient Needs AssessmentProspectingNetworkingBanking Products

About the role

Key responsibilities & impact

Provide client service support to multiple Financial Advisors
Serve as a primary point of contact within Merrill for clients’ service needs
Act as a resource for Financial Advisors on the team
Obtain Securities Industry licenses and complete dedicated training
Progress through the Advisor Development Program toward becoming a Financial Advisor trainee and ultimately a Merrill Financial Advisor
Develop a book of business and meet or exceed established performance hurdles
Source prospective clients, capitalize on referrals, assess customer needs, and refer customers to internal specialists
Recommend suitable investment products and services based on client objectives, resources, time horizon, risk profile, and preferences
Balance investment growth, referral activities, customer follow-up, prospect building, administrative compliance, and professional development
Organize and manage resources to run a productive practice
Seek specialist expertise to identify planning and investment strategies
Partner with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on client servicing, risk, investments, and banking products
Educate clients on the bank’s services and banking offerings
Ensure client materials and requests are timely, accurate, and complete
Support alignment with bank policies and procedures, operational excellence, client protection, and risk management
Identify, deepen, and maintain client relationships while promoting Bank of America and Merrill offerings
Provide business development, investment solutions, and business management support to multiple Financial Advisors

Requirements

What you’ll need

High School Diploma / GED / Secondary School or equivalent
Displays confidence working as a self-starter in a sales role
Strong client relationship-building, interpersonal, written, and verbal communication skills
Proactive mindset and effective time management
Results-driven growth mindset with prioritization of client interests
Ability to identify appropriate client solutions through application of learnings and new information
Ability to quickly build trust and credibility
Ability to assess needs and recommend appropriate solutions
Ability to work collaboratively with key partners and independently
Ability to listen and probe for clarity and understanding
Entrepreneurial mindset with ability to source clients through prospecting and networking
Strong follow-through skills
Computer/technical literacy and proficiency in applications such as Microsoft Suite
SIE, Series 7, and Series 66 licenses must be obtained within 120 days; Series 63 and 65 accepted in lieu of Series 66 if previously held
Position requires SAFE Act registration, background check, and maintaining good standing
Bachelor’s degree and/or a minimum of one year of work experience (desired qualification)

Benefits

Comp & perks

Dedicated study time for Securities Industry Essentials (SIE), Series 7, and Series 66 exams
Dedicated training and one-on-one coaching through Bank of America Academy and local leadership
World-class training and onboarding programs
Dedicated programs, tools, and resources throughout the career journey
Career development and progression toward becoming a Merrill Financial Advisor
In-office culture supporting collaboration, engagement, and career development
Flexible arrangements based on role-specific responsibilities and business needs