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, effective communication, and proactive problem-solving skills while supporting Financial Advisors in delivering investment solutions and achieving operational excellence. Proficient in managing client needs, compliance, and business development activities.

Highest-signal resume keywords

Client Relationship ManagementInvestment SolutionsBusiness DevelopmentMicrosoft Suite ProficiencySIE, Series 7, and Series 66 Licenses

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client AdvocacyInvestment Product RecommendationsProspectingAdministrative CompliancePerformance Goals Achievement

Soft Skills

Communication SkillsCollaboration SkillsInterpersonal SkillsTime ManagementProactive Mindset

Certifications & Qualifications

SIE LicenseSeries 7 LicenseSeries 66 LicenseSAFE Act Registration

Industry Keywords

Financial ServicesClient ServicingRisk ManagementOperational ExcellenceInvestment Strategies

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 the frequent point of contact for clients’ service needs
Act as a resource for Financial Advisors
Progress through the Advisor Development Program toward becoming a Merrill Financial Advisor
Develop a book of business and meet established performance hurdles
Prioritize and source prospective clients, capitalize on referrals, assess customer needs, and refer customers 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 resources 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 banking services and 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
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
Confidence working as a self-starter in a sales role
Strong client relationship-building, communication, collaboration, interpersonal, and trust-building skills
Proactive mindset and effective time management
Results-driven growth mindset with a focus on client interests
Ability to identify appropriate client solutions and learn new information
Ability to assess needs and recommend appropriate solutions
Ability to work collaboratively 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 in Microsoft Suite applications
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
Bachelor’s degree and/or 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
Dedicated training preparing for the Financial Advisor 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
Career development opportunities
In-office flexibility based on role-specific responsibilities and business needs