Client Associate – Advisor Development Program

Bank of America

. Provide client service support to multiple Financial Advisors .

Posted 10/7/2026full-timeThe Woodlands • Texas • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong client relationship management and financial advisory skills, with a focus on investment solutions and compliance. Proficient in time management and effective communication, while actively pursuing necessary securities licenses and professional development.

Highest-signal resume keywords

SIE LicenseSeries 7 LicenseSeries 66 LicenseClient Relationship ManagementInvestment Solutions

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AdvisoryInvestment ProductsClient Needs AssessmentBusiness DevelopmentAdministrative Compliance

Soft Skills

Interpersonal SkillsWritten CommunicationVerbal CommunicationProactive MindsetTime Management

Tools & Technologies

Microsoft Suite

Certifications & Qualifications

SIE LicenseSeries 7 LicenseSeries 66 LicenseSAFE Act Registration

Industry Keywords

Client Service SupportFinancial AdvisorsProspectingNetworkingRisk Management

About the role

Key responsibilities & impact

Provide client service support to multiple Financial Advisors
Obtain Securities Industry licenses through dedicated study time
Serve as a frequent point of contact for Merrill clients and address service needs
Act as a resource for Financial Advisors on the team
Progress through experiential activities and training toward becoming a Financial Advisor trainee
Acquire, build, and manage client relationships while providing financial advice and solutions
Develop a book of business to meet and exceed performance hurdles
Source prospective clients, capitalize on referrals, assess customer needs, and refer clients to internal specialists
Recommend suitable investment products and services
Balance investment growth, referrals, 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 bank services and banking offerings
Ensure client materials and requests are timely, accurate, and complete
Support policy and procedure compliance, operational excellence, client protection, and risk management
Identify, deepen, and maintain client relationships while promoting banking solutions
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 maintenance of good standing required
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 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 in applications such as Microsoft Suite
Desired: Bachelor’s degree and/or a minimum of one year of work experience
Ability to learn and adapt to new technology or applications
Ability to execute multiple tasks simultaneously

Benefits

Comp & perks

Dedicated study time and support to obtain SIE, Series 7, and Series 66 licenses
Dedicated training preparing for the Financial Advisor trainee role
World-class training and onboarding programs
Training and one-on-one coaching from Bank of America Academy and local leadership
Dedicated programs, tools, and resources throughout the career journey
In-office culture supporting collaboration, engagement, and career development
Career progression toward becoming a Merrill Financial Advisor