Advisor Development Program Client Associate

The Wealth Management Client Associate – Advisor Development Program (WMCA‑ADP) is an entry role that supports Financial Advisors (FAs) as they build client relationships and begin their journey toward becoming full‑scale Financial Advisors at Merrill. You will receive dedicated study time to obtain your Securities Industry Essentials (SIE), Series7, and Series66 exams within 120 days, and you will be trained in the foundational skills needed for this role. Responsibilities Partner with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all aspects of client servicing, risk, investments, and banking products, while receiving appropriate guidance and escalating issues as needed. Provide excellent client service by educating clients on the bank’s products and offerings. Ensure timeliness, accuracy, and completeness in client materials and follow up on all client and FA requests. Assist in ensuring practices align with the bank’s policies and procedures to support operational excellence, protect clients, and manage risk. Identify, deepen, and maintain client relationships by emphasizing the bank’s offerings and promoting incorporation of banking into day‑to‑day practices, while communicating outputs to the FA. Perform general business growth support functions aligned to the role of the Client Associate, including business development, investment solutions, and management support to multiple FAs. Qualities & Qualifications Required: Displays confidence as a self‑starter in a sales role. Builds strong client relationships through effective communication and collaboration. Shows a proactive mindset and effective time management. Demonstrates a results‑driven growth mindset that prioritizes client interests. Identifies appropriate client solutions through application of learnings and new information. Exhibits exceptional interpersonal and relationship‑building skills. Communicates effectively, both written and verbal. Builds trust and credibility quickly, assesses client needs, and recommends suitable solutions. Works collaboratively with key partners and independently when required. Listens and probes for clarity and understanding. Possesses an entrepreneurial mindset with a proven ability to source clients through networking and prospecting. Demonstrates strong follow‑through skills. Proficient in Microsoft Suite and other relevant applications. Desired: Bachelor’s degree or equivalent experience. Experience with new technology or applications. Ability to manage multiple tasks simultaneously. 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 Compliance SAFE Act Registration: This position requires SAFE Act registration for residential loan mortgage origination. Employees must register with the federal registry system and remain in good standing. Failure to obtain or maintain registration may result in immediate termination. Work Schedule Shift: 1st shift (United States of America). Hours per week: 37.5. #J-18808-Ljbffr Bank of America