Client Associate – Advisor Development Program

Bank of America

. Provide client service support to multiple Financial Advisors .

Posted 10/9/2026full-timeSan Francisco • California • United StatesJuniorMid-Level💰 $36 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong client relationship management and effective communication skills while providing comprehensive support to Financial Advisors. Proficient in identifying client needs and recommending suitable investment solutions, with a focus on compliance and operational excellence.

Highest-signal resume keywords

Client Relationship ManagementInvestment Solutions RecommendationSIE, Series 7, and Series 66 LicensesEffective Communication SkillsTime Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Service SupportInvestment Product KnowledgeProspecting and NetworkingAdministrative ComplianceBusiness Development

Soft Skills

Interpersonal SkillsProactive MindsetResults-Driven Growth MindsetCollaborationStrong Follow-Through Skills

Tools & Technologies

Microsoft Suite

Certifications & Qualifications

SIE LicenseSeries 7 LicenseSeries 66 LicenseSAFE Act Registration

Industry Keywords

Financial ServicesClient ProtectionRisk ManagementInvestment StrategiesBanking Products

About the role

Key responsibilities & impact

Provide client service support to multiple Financial Advisors
Serve as the most frequent 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 study and training
Progress through the Advisor Development Program toward becoming a Financial Advisor
Build, acquire, and manage client relationships and develop a book of business
Prioritize and 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 time, people, and budget to run a productive practice
Seek specialist expertise to identify planning and investment strategies
Complete mandated training, assessments, performance goals, and continuing education
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 timeliness, accuracy, and completeness of client materials and follow up on requests
Support compliance with bank policies and procedures, operational excellence, client protection, and risk management
Identify, deepen, and maintain client relationships by promoting bank offerings and banking integration
Provide business development, investment solutions, and business management support to multiple Financial Advisors

Requirements

What you’ll need

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Displays confidence working as a self-starter in a sales role
Builds strong client relationships through effective communication and collaboration
Displays a proactive mindset and effective time management
Demonstrates a results-driven growth mindset and prioritizes client interests
Identifies appropriate client solutions through application of learnings and new information
Exceptional interpersonal and relationship building skills
Effective communication skills (written and verbal)
Proven ability to quickly build trust and credibility
Proven ability to assess needs and recommend appropriate solutions
Proven ability to work collaboratively on a team and independently
Proven ability to listen and probe for clarity and understanding
Entrepreneurial mindset with proven ability to source clients through extensive 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
SAFE Act registration and required background check
Must remain in good standing with SAFE Act registration
Bachelor’s degree and/or a minimum of one year of work experience (desired qualification)

Benefits

Comp & perks

Base salary; not incentive eligible
Benefits eligible
Paid time off
Industry-leading benefits
Resources and support for employees
Dedicated study time for Securities Industry Essentials (SIE), Series 7, and Series 66 exams
Dedicated training and one-on-one coaching
World-class training and onboarding programs
Dedicated programs, tools, and resources throughout the career journey