Client Associate – Advisor Development Program

Bank of America

. Provide client service support to multiple Financial Advisors .

Posted 10/6/2026full-timeUnited StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong client relationship management and effective communication skills while providing tailored investment solutions. Proficient in managing time and resources to support Financial Advisors and achieve operational excellence.

Highest-signal resume keywords

Client Relationship ManagementInvestment Solutions RecommendationTime ManagementSales Role ExperienceSIE, Series 7, and Series 66 Licenses

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment Products KnowledgeClient Needs AssessmentBusiness DevelopmentProspectingAdministrative Compliance

Soft Skills

Effective CommunicationInterpersonal SkillsProactive MindsetResults-DrivenCollaboration

Tools & Technologies

Microsoft Suite

Certifications & Qualifications

SIE LicenseSeries 7 LicenseSeries 66 LicenseSeries 63 LicenseSeries 65 License

Industry Keywords

Financial AdvisorsClient AdvocacyOperational ExcellenceRisk ManagementBanking Products

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 Advisors' businesses
Customize solutions based on client and advisor needs
Serve as the frequent point of contact within Merrill for client service needs
Act as a resource for Financial Advisors on the team
Progress through the Advisor Development Program toward becoming a Financial Advisor
Develop a book of business to meet and exceed established performance hurdles
Prioritize and source prospective clients, capitalize on referrals, assess customer needs, refer customers to internal specialists, and execute customized solutions
Recommend suitable investment products and services based on objectives, resources, time horizon, risk profile, and preferences
Balance investment growth, referral activities, customer follow-up, prospect building, administrative compliance, and personal development
Organize and manage time, people, and budget to run a productive practice
Seek specialist expertise to identify client planning and investment strategies
Complete mandated training, assessments, performance goals, and continuing education requirements
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 client and Financial Advisor requests
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 offerings
Perform business development, investment solutions, and business management support for 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
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 written and verbal communication skills
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 with key partners 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
Subject to SAFE Act registration requirements, including required background check and registration process
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
World-class training and onboarding programs
Training and one-on-one coaching from Bank of America Academy and local leadership
Dedicated training preparing for the Financial Advisor trainee role
Dedicated programs, tools, and resources throughout the career journey
In-office flexibility based on role-specific responsibilities and business needs