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Wealth Management: Client Associate, Advisor Development

Job in Lexington, Fayette County, Kentucky, 40598, USA
Listing for: NBMBAA
Full Time position
Listed on 2026-10-17
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management, Financial Sales
Salary/Wage Range or Industry Benchmark: 50000 - 65000 USD Yearly USD 50000.00 65000.00 YEAR
Job Description & How to Apply Below

Bank of America’s Wealth Management Client Associate – Advisor Development Program (WMCA-ADP) is an entry role designed to develop you into a Merrill Financial Advisor. You’ll support Financial Advisors, help manage client relationships, and work toward investment solutions while pursuing required securities licenses.

Starting with SIE, Series 7, and Series 66 preparation, you’ll progress through experiential activities and dedicated training to become an Advisor trainee and eventually a Merrill

The following opening is for a Wealth Management:
Client Associate, Advisor Development with NBMBAA.

The following role is for a Wealth Management:
Client Associate, Advisor Development with NBMBAA.

Our team is growing, and we are hiring a Wealth Management:
Client Associate, Advisor Development in Lexington, KY, United States.

This role is for the Wealth Management:
Client Associate, Advisor Development role at NBMBAA.

Position Requirements
10+ Years work experience
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