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Wealth Management Client Associate; Advisor Development

Job in Stamford, Fairfield County, Connecticut, 06925, USA
Listing for: NBMBAA
Full Time position
Listed on 2026-10-12
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management, Financial Sales, Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 41000 - 58000 USD Yearly USD 41000.00 58000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Management Client Associate (Advisor Development)

Bank of America’s Merrill Wealth Management is seeking an entry-level Wealth Management Client Associate – Advisor Development Program (WMCA-ADP) in Stamford, CT. This role supports Financial Advisors with client service, licensing preparation, and progression toward becoming a Financial Advisor.

You will obtain SIE, Series 7, and 66 licenses within 120 days and learn foundational skills to progress through the Advisor Development Program, ultimately building a book of business as a Financial

We are currently recruiting a Wealth Management Client Associate (Advisor Development) for our team in Stamford, CT, United States.

This is an excellent opportunity to take on the Wealth Management Client Associate (Advisor Development) role at NBMBAA.

As a Wealth Management Client Associate (Advisor Development), you will play an important part at NBMBAA in Stamford, CT, United States.

Position Requirements
10+ Years work experience
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