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Wealth Management Client Associate — Advisor Path

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Bank of America
Full Time position
Listed on 2026-10-12
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management, Financial Sales
Salary/Wage Range or Industry Benchmark: 55000 - 85000 USD Yearly USD 55000.00 85000.00 YEAR
Job Description & How to Apply Below

Bank of America is seeking candidates for the Wealth Management Client Associate – Advisor Development Program (WMCA-ADP) in the United States. This entry role guides you toward becoming a Merrill Financial Advisor, starting with obtaining SIE, Series 7, and Series 66 licenses within 120 days, then progressing through training and client relationship-building within a Merrill office.

You will support Financial Advisors, develop a book of business, and learn to provide comprehensive financial

For the Wealth Management Client Associate — Advisor Path position at Bank of America, we are reviewing applications now.

The following position is for a Wealth Management Client Associate — Advisor Path with Bank of America.

Our team is growing, and we are hiring a Wealth Management Client Associate — Advisor Path in Charlotte, NC, United States.

Position Requirements
10+ Years work experience
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