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Wealth Management Client Associate — Advisor Development Path

Job in Lexington, Fayette County, Kentucky, 40598, USA
Listing for: Bank of America
Full Time position
Listed on 2026-10-19
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management, Financial Sales
Salary/Wage Range or Industry Benchmark: 50000 - 80000 USD Yearly USD 50000.00 80000.00 YEAR
Job Description & How to Apply Below

Bank of America’s Wealth Management division seeks a WMCA – ADP to provide client service support to Financial Advisors as part of the Advisor Development Program. The role includes earning SIE, Series 7, and Series 66 licenses within 120 days and progressing toward becoming a Merrill Financial Advisor.

You will build client relationships, support enterprise objectives, and prepare for a future as an advisor while leveraging a defined training path and internal resources.

Consider building your career as a Wealth Management Client Associate — Advisor Development Path at Bank of America.

We are currently recruiting a Wealth Management Client Associate — Advisor Development Path for our team in Lexington, KY, United States.

This is a genuine position to take on the Wealth Management Client Associate — Advisor Development Path role at Bank of America.

Position Requirements
10+ Years work experience
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