Wealth Management Client Associate — Advisor Development
Listed on 2026-10-12
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Portfolio & Asset Management
Bank of America is seeking a Wealth Management Client Associate in Massachusetts to support Financial Advisors and build client relationships. The role focuses on service delivery, learning licenses, and developing toward becoming a Merrill Financial Advisor.
Entry path includes obtaining SIE, Series 7 and 66 licenses within 120 days, with a structured training program and progression into a Financial Advisor trainee role.
The Wealth Management Client Associate — Advisor Development position in the Finance, Sales field is open for applications.
We appreciate your interest in this position.
Join Bank of America and contribute to our ongoing work.
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This posting is for the Wealth Management Client Associate — Advisor Development role at Bank of America, based in Wellesley, MA, United States.
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