Advisor Development Program Client Associate

Job Overview The Wealth Management Client Associate–Advisor Development Program (WMCA–ADP) is an entry role into our Advisor Development Program where the destination role is becoming a full–scale Financial Advisor at Merrill. The role is responsible for providing client service support to Financial Advisors (FAs) and progresses through a structured pathway that includes licensing, foundational training, and building a book of business. Responsibilities Obtain and maintain all required Securities Industry licenses (SIE, Series7, and Series66) within 120 days of hire. Provide client service support to multiple FAs, serving as the most frequent point of contact within Merrill and acting as a resource for FAs on the team. Support enterprise strategic objectives, operational excellence goals, and client advocacy within the FA’s business, customizing solutions based on their specific needs. Partner with FAs, Client Relationship Managers, and Market Supervision Managers on all aspects of client servicing, risk, investments, and banking products. Provide excellent client service by educating clients on all of the bank’s offerings, ensuring timeliness, accuracy, and completeness of client materials. Assist in aligning practices with the bank’s policies and procedures to support operational excellence, protect clients, and manage risk. Identify, deepen, and maintain client relationships while promoting banking integration into daily practices. Perform general business growth support functions aligned to the role, providing business development, investment solutions, and/or management support to multiple FAs. Qualifications Required Qualifications Displays confidence working as a self‑starter in a sales role. Builds strong client relationships through effective communication and collaboration. Shows a proactive mindset, effective time management, and a results‑driven growth mindset. Identifies appropriate client solutions through application of new learnings. Demonstrates exceptional interpersonal, relationship‑building, and communication skills (written and verbal). Proven ability to build trust and credibility quickly. Proven ability to assess needs and recommend appropriate solutions. Demonstrates the ability to work both collaboratively with partners and independently. Proven ability to listen and probe for clarity. Entrepreneurial mindset with proven ability to source clients through prospecting and networking. Strong follow‑through skills. Computer/technical literacy and proficiency in applications such as 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. Executes multiple tasks simultaneously. Key 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 Additional Requirements This position is subject to SAFE Act registration requirements. All employees engaged in residential loan mortgage originations must register with the federal registry system and maintain good standing. Failure to obtain or maintain SAFE Act 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