Wealth Management Client Associate: Advisor Development
Listed on 2026-10-15
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management, Financial Sales
Bank of America is recruiting for an entry-level Wealth Management Client Associate within the Advisor Development Program. You will begin by obtaining securities licenses (SIE, Series 7, 66) within 120 days, then progress through progressive roles aimed at becoming a Merrill Financial Advisor.
You will support Financial Advisors with client services, build relationships, and learn to recommend suitable investment and banking solutions while advancing toward exclusive advisor roles.
We are looking to fill the Wealth Management Client Associate:
Advisor Development position at Bank of America in San Diego, CA, United States.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Wealth Management Client Associate:
Advisor Development role in the description above.
We appreciate your interest in this position.
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