Advisor Development Program Client Associate

Advisor Development Program Client Associate

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Our Wealth Management Client Associates help pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in‑office culture with specific requirements for office‑based attendance, while allowing flexibility for role‑specific considerations.

We value diversity and bring a culture‑driven, resilient, results‑focused community.

Entry‑level role that supports Financial Advisors and provides client‑service support through the progression to becoming a full‑scale Financial Advisor  role includes obtaining Securities Industry licenses (SIE, Series 7, Series 66) within 120 days and mastering foundational client‑service skills.

• Develop a book of business to meet and exceed performance hurdles.
• Prioritize and source prospective clients, capitalize on referrals, assess customer needs, and refer customers to internal specialists.
• Recommend investment products and services suited to prospects based on objectives, resources, time horizon, risk profile, and preferences.
• Balance investment growth, referral activities, customer follow‑up, prospect building, compliance, and personal development.
• Organize and manage resources (time, people, budget) to run a productive practice.
• Seek specialists’ expertise to identify planning and investment strategies for clients.
• Complete mandated training, assessments, performance goals, and continuing education requirements.

• Build a successful career at Bank of America through world‑class training and onboarding programs.
• Receive training and coaching from our award‑winning Academy and local leadership.
• Grow your business knowledge using a consultative approach to identify client needs and solutions.
• Provide end‑to‑end comprehensive advice, deliver client reviews/presentations, and recommend strategies to achieve financial goals.
• Collaborate with core banking and investment partners to connect clients to all available solutions.

• Confidence as a self‑starter in a sales role.
• Strong client‑relationship skills, effective communication, and collaboration.
• Proactive mindset, effective time management, and results‑driven growth mindset.
• Ability to identify client solutions through application of learnings.
• Exceptional interpersonal and relationship‑building skills.
• Effective written and verbal communication.
• Proven ability to build trust and credibility quickly.
• Ability to assess needs and recommend appropriate solutions.
• Collaboration with key partners and independent work.
• Strong listening, probing, and clarity skills.
• Entrepreneurial mindset with proven prospecting and networking.
• Strong follow‑through skills.
• Computer/technical literacy in Microsoft Suite.

• Bachelor’s degree and/or at least one year of work experience.
• Adaptation to new technology or applications.
• Ability to execute multiple tasks simultaneously.

• Partner with Financial Advisors, 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 banking offerings.
• Ensure timeliness, accuracy, and completeness of client materials and follow up on all client and FA requests.
• Assist with aligning practices to bank policies and procedures for operational excellence and risk management.
• Deepen and maintain client…