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Client Associate – Advisor Development Program
Bank of America. Provide client service support to multiple Financial Advisors .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong client relationship management and business development skills, with a focus on investment solutions and compliance. Proficient in time management and collaboration with Financial Advisors to support client service and operational excellence.
Highest-signal resume keywords
SIE LicenseSeries 7 LicenseSeries 66 LicenseClient Relationship ManagementInvestment Solutions
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Client AdvocacyInvestment Product RecommendationsProspectingAdministrative ComplianceBusiness Development
Soft Skills
Communication SkillsInterpersonal SkillsProactive MindsetTime ManagementResults-Driven
Tools & Technologies
Microsoft Suite
Certifications & Qualifications
SIE LicenseSeries 7 LicenseSeries 66 LicenseSAFE Act Registration
Industry Keywords
Financial AdvisorsClient Service SupportOperational ExcellenceRisk ManagementInvestment Growth
About the role
Key responsibilities & impact- Provide client service support to multiple Financial Advisors
- Support enterprise strategic objectives, operational excellence goals, and client advocacy
- Serve as a frequent point of contact for clients’ service needs
- Act as a resource for Financial Advisors
- Obtain securities industry licenses and complete required training
- Progress through the Advisor Development Program toward becoming a Financial Advisor
- Develop, acquire, build, and manage client relationships and a book of business
- Prioritize and source prospective clients, capitalize on referrals, assess customer needs, and refer clients to internal specialists
- Recommend suitable investment products and services
- 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
- 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 service and banking offerings
- Ensure client materials and client and Financial Advisor requests are timely, accurate, and complete
- Support policy and procedure alignment, operational excellence, client protection, and risk management
- Identify, deepen, and maintain client relationships
- 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
- 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, background check, and continued good standing required
- Confidence working as a self-starter in a sales role
- Strong client relationship-building, communication, collaboration, and interpersonal skills
- Proactive mindset and effective time management
- Results-driven growth mindset with prioritization of client interests
- Ability to identify appropriate client solutions and assess client needs
- Ability to work collaboratively 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 with applications such as Microsoft Suite
- Bachelor’s degree and/or a minimum of one year of work experience (desired)
- Ability to learn and adapt to new technology or applications (desired)
- Ability to execute multiple tasks simultaneously (desired)
Benefits
Comp & perks- Dedicated study time for Securities Industry Essentials (SIE), Series 7, and Series 66 exams
- Dedicated training preparing employees for the Financial Advisor trainee role
- Dedicated programs, tools, and resources throughout the career journey
- World-class training and onboarding programs
- Training and one-on-one coaching from Bank of America’s Academy and local leadership
- Appropriate level of flexibility based on role-specific responsibilities and business needs
- Career development opportunities
- 37.5 hours per week