Advisor Development Program Client Associate

Advisor Development Program Client Associate The Wealth Management Client Associate – Advisor Development Program (WMCA‑ADP) is an entry role designed to prepare candidates for a full‑scale Financial Advisor position at Merrill. The role provides client‑service support to Financial Advisors (FAs) and serves as the most frequent point of contact within Merrill to address clients’ service needs. As a WMCA‑ADP, you will obtain Securities Industry licenses (Securities Industry Essentials [SIE], Series 7, and Series 66) with dedicated study time. Licenses must be completed within 120 days (Series 63 and 65 are accepted in lieu of Series 66 if previously held). After licensing, you will receive foundational training for the WMCA‑ADP role. Advisor Development Program Develop a book of business to meet and exceed performance hurdles. Prioritize and source prospective clients, leverage referrals, assess customer needs, and refer customers to appropriate internal specialists while executing customized solutions. Recommend investment products and services suitable for prospects based on objectives, resources, time horizon, risk profile, and preferences. Balance investment growth, referral activities, customer follow‑up, prospect building, administrative compliance, and personal growth across day‑to‑day and longer‑term planning. Organize and manage resources (time, people, budget) to run a productive practice. Seek specialist expertise to identify planning and investment strategies for clients. Complete mandated training, assessments, performance goals, and continuing education requirements. We’ll help you Build a successful career at Bank of America through world‑class training and onboarding programs that set you up for success. Get training and one‑on‑one coaching from our award‑winning Academy at Bank of America and local leadership invested in your success. Grow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate solutions. Provide end‑to‑end comprehensive advice , deliver client reviews/presentations with confidence, and recommend strategies to help achieve their financial goals and life priorities. Collaborate with core banking and investment partners —connect to all the solutions we provide through Bank of America and Merrill to meet virtually all financial needs. Required Qualifications Confidence as a self‑starter in a sales role. Strong client‑relationship building through effective communication and collaboration. Proactive mindset and effective time management. Results‑driven growth mindset, prioritizing client interests. Ability to identify appropriate client solutions through application of new learnings. Exceptional interpersonal and relationship‑building skills. Effective written and verbal communication skills. Proven ability to build trust and credibility quickly. Proven ability to assess needs and recommend appropriate solutions. Proven ability to work collaboratively with key partners and independently. Proven listening and probing skills 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 with Microsoft Suite. Desired Qualifications Bachelor's degree and/or a minimum of one year of work experience. Ability to learn and adapt to new technology or applications. Capacity to execute multiple tasks simultaneously. Job Responsibilities Partner with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all aspects of client servicing, risk, investments, and banking products, escalating issues as needed. Provide excellent client service, educating clients on all bank services and banking offerings. Ensure timeliness, accuracy, and completeness of client materials and follow‑up on all client and FA requests. Assist in ensuring practices align with bank policies and procedures to support operational excellence, protect clients, and manage risk. Identify, deepen, and maintain client relationships by emphasizing bank offerings and promoting banking integration into day‑to‑day practices, communicating outcomes to the FA. Perform general business growth support functions aligned to the Client Associate or Wealth Management Client Associate role, providing business development, investment solutions, and business‑management support to multiple FAs. Skills Account Management Client Management Customer and Client Focus Issue Management Oral Communications Business Development Client Solutions Advisory Pipeline Management Prioritization Trade Operations Management Administrative Services Client Investments Management Emotional Intelligence Referral Identification Written Communications This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. Shift 1st shift (United States of America) Hours Per Week 37.5 Pay Transparency details US – NY – New York – ONE BRYANT PARK – BANK OF AMERICA TOWER (NY1100) Pay and benefits information Pay range: $35.90 – $35.90 hourly pay, offers to be determined based on experience, education and skill set. Predictable pay: This role is compensated with a base salary and is not incentive eligible. Benefits This role is currently benefits eligible. We provide industry‑leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve. #J-18808-Ljbffr Dormont Manufacturing Co