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Wealth Management Client Associate – Advisor Development

Job in Billings, Yellowstone County, Montana, 59107, USA
Listing for: Bank of America
Full Time position
Listed on 2026-10-13
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 52000 - 78000 USD Yearly USD 52000.00 78000.00 YEAR
Job Description & How to Apply Below

Bank of America’s Merrill Wealth Management is seeking an entry-level Wealth Management Client Associate for the Advisor Development Program. You’ll support Financial Advisors to deliver client services, begin licensing (SIE, Series 7/66), and progress toward becoming a Merrill Financial Advisor.

You’ll build foundational skills, complete training, and develop a book of business while working in an in-office culture that emphasizes collaboration, mentorship, and career growth.

This opening is for the Wealth Management Client Associate – Advisor Development role at Bank of America.

All applications are reviewed carefully by our team.

The position is based in Billings, MT, United States.

This opportunity is part of our work in Finance, Sales.

The advertised compensation is 52.000 - 78.000.

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

Position Requirements
10+ Years work experience
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