Wealth Management Client Associate – Advisor Development Program

Bank of America

. Provide client service support to multiple Financial Advisors .

Posted 11/11/2026full-timeTulsa • Oklahoma • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong client relationship management and effective communication skills while providing tailored investment solutions. Proficient in time management and proactive in sourcing clients through networking and referrals.

Highest-signal resume keywords

Client Relationship ManagementInvestment Solutions RecommendationProactive Client SourcingEffective Communication SkillsSecurities Industry Essentials (SIE) License

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment Products KnowledgeClient Needs AssessmentTime ManagementAdministrative ComplianceBusiness Development

Soft Skills

Interpersonal SkillsCollaboration SkillsResults-Driven MindsetTrust BuildingFollow-Through Skills

Tools & Technologies

Microsoft Suite Proficiency

Certifications & Qualifications

Securities Industry Essentials (SIE)Series 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 Financial Advisor needs
Serve as a frequent point of contact within Merrill for clients’ service needs
Act as a resource for Financial Advisors on the team
Progress through the Advisor Development Program toward becoming a Merrill Financial Advisor
Develop a book of business and meet or exceed performance hurdles
Source prospective clients, capitalize on referrals, assess customer needs, and refer customers to internal specialists
Recommend suitable investment products and services based on client objectives, resources, time horizon, risk profile, and preferences
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
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 service and banking offerings
Ensure client materials are timely, accurate, and complete, and follow up on client and Financial Advisor requests
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/or business management support to multiple Financial Advisors

Requirements

What you’ll need

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 with 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 key partners 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
Securities Industry Essentials (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 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
Dedicated training preparing for the Financial Advisor role
World-class training and onboarding programs
Training and one-on-one coaching from the Academy at Bank of America and local leadership
Dedicated programs, tools, and resources throughout the career journey