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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 effective communication skills while providing tailored financial advice and solutions. Proficient in obtaining necessary securities licenses and managing a productive practice to achieve operational excellence and client advocacy.
Highest-signal resume keywords
SIE LicenseSeries 7 LicenseSeries 66 LicenseClient Relationship BuildingFinancial Advisory Support
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Investment SolutionsClient Needs AssessmentProspectingTime ManagementFinancial Product Recommendations
Soft Skills
Effective CommunicationInterpersonal SkillsProactive MindsetResults-DrivenCollaboration
Tools & Technologies
Microsoft Suite
Certifications & Qualifications
SIE LicenseSeries 7 LicenseSeries 66 LicenseSAFE Act Registration
Industry Keywords
Client AdvocacyOperational ExcellenceFinancial ServicesInvestment GrowthBusiness Development
About the role
Key responsibilities & impact- Provide client service support to multiple Financial Advisors
- Support enterprise strategic objectives, operational excellence goals, and client advocacy within Financial Advisor businesses
- Serve as the most frequent Merrill point of contact for clients’ service needs and act as a resource for Financial Advisors
- Obtain securities industry licenses and complete foundational Client Associate training
- Progress to Financial Advisor trainee after reaching role proficiency and completing experiential activities
- Acquire, build, and manage client relationships while providing financial advice and solutions
- Develop a book of business to meet and exceed established performance hurdles
- Prioritize and source prospective clients, capitalize on referrals, assess needs, refer clients to specialists, and execute customized solutions
- Recommend suitable investment products and services based on client objectives, resources, time horizon, risk profile, and preferences
- Balance investment growth, referrals, 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 client materials and requests are timely, accurate, and complete
- Support policy and procedure alignment, operational excellence, client protection, and risk management
- Deepen and maintain client relationships by promoting banking offerings and communicating outputs to Financial Advisors
- Provide business development, investment solutions, and business management support to multiple Financial Advisors
Requirements
What you’ll need- Must obtain SIE, Series 7, and Series 66 licenses within 120 days; Series 63 and Series 65 accepted in lieu of Series 66 if previously held
- Confidence working as a self-starter in a sales role
- Strong client relationship-building, communication, and collaboration skills
- Proactive mindset and effective time management
- Results-driven growth mindset and prioritization of client interests
- Ability to identify appropriate client solutions through applying learnings and new information
- Exceptional interpersonal and relationship-building skills
- Effective written and verbal communication skills
- Ability to quickly build trust and credibility
- Ability to assess needs and recommend appropriate solutions
- Ability to work collaboratively with teams and independently
- Ability to listen and probe for clarity and understanding
- Entrepreneurial mindset with ability to source clients through extensive prospecting and networking
- Strong follow-through skills
- Computer/technical literacy and proficiency with applications such as Microsoft Suite
- SAFE Act registration, background check, and continued good standing required for the position
- 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
- World-class training and onboarding programs
- Training and one-on-one coaching from Bank of America Academy and local leadership
- Dedicated training for progression to Financial Advisor trainee
- Dedicated programs, tools, and resources throughout the career journey