Wealth Management: Client Associate to Financial Advisor; ADP
Listed on 2026-10-12
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management, Financial Sales
Bank of America’s Wealth Management team seeks an entry-level Client Associate in Stamford to support Financial Advisors and build foundational client service skills. The role emphasizes learning, licensing (SIE, Series exams), and progressing toward becoming a Merrill Financial Advisor.
You'll gain exposure to investment products, client reviews, and the consultative process while advancing through the Advisor Development Program toward a future advisory book of business.
Consider building your career as a Wealth Management:
Client Associate to Financial Advisor (ADP) at Bank of America.
The advertised compensation is 41.000 - 58.000.
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 to Financial Advisor (ADP) role in the description above.
We appreciate your interest in this position.
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