Wealth Management Client Associate – Advisor Development Program

Bank of America

. Provide client service support to multiple Financial Advisors .

Posted 10/8/2026full-timeCharlotte • North Carolina • 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 obtaining necessary securities licenses. Capable of customizing investment solutions and managing multiple tasks to support financial advisors and client needs.

Highest-signal resume keywords

Securities Industry Essentials (SIE)Series 7 LicenseSeries 66 LicenseClient Relationship BuildingTime Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment SolutionsClient AdvocacyProspectingRisk ManagementAdministrative Compliance

Soft Skills

Interpersonal SkillsWritten CommunicationVerbal CommunicationProactive MindsetResults-Driven

Tools & Technologies

Microsoft Suite

Certifications & Qualifications

SAFE Act Registration

Industry Keywords

Financial AdvisorsClient Service SupportOperational ExcellenceBusiness DevelopmentInvestment Products

About the role

Key responsibilities & impact

Provide client service support to multiple Financial Advisors
Obtain required securities industry licenses and complete dedicated study and training
Serve as a frequent point of contact for Merrill clients and address their service needs
Support enterprise strategic objectives, operational excellence goals, and client advocacy
Customize solutions based on client and Financial Advisor needs
Progress through the Advisor Development Program toward becoming a Financial Advisor
Build, acquire, and manage client relationships and develop a book of business
Prioritize and source prospective clients, capitalize on referrals, assess needs, and refer clients 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
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 and requests are timely, accurate, and complete
Support policy and procedure alignment, operational excellence, client protection, and risk management
Identify, deepen, and maintain client relationships through Bank of America offerings
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
Securities Industry Essentials (SIE), Series 7, and Series 66 licenses must be obtained within 120 days; Series 63 and Series 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 and prioritization of client interests
Ability to identify appropriate client solutions through applying learnings and new information
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 applications such as Microsoft Suite
Ability to learn and adapt to new technology or applications
Ability to execute multiple tasks simultaneously

Benefits

Comp & perks

Dedicated study time for Securities Industry Essentials (SIE), Series 7, and Series 66 exams
Dedicated training and one-on-one coaching from Bank of America’s Academy and local leadership
World-class training and onboarding programs
Dedicated programs, tools, and resources throughout the career journey
Dedicated training preparing for the Financial Advisor trainee role
Career development opportunities
In-office flexibility based on role-specific responsibilities and business needs