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Wealth Management Client Associate: Advisor Journey

Job in Westlake, Cuyahoga County, Ohio, 44145, USA
Listing for: Bank of America
Full Time position
Listed on 2026-10-19
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant, 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: Start Your Advisor Journey

Bank of America’s Merrill Wealth Management is seeking an entry role in the Advisor Development Program (WMCA-ADP) to become a full Financial Advisor. The role focuses on client service support to Financial Advisors within an in-office, collaborative culture.

You will obtain Securities Industry licenses (SIE, Series 7, 66) within 120 days, then advance through stages to build a book of business as a trainee, with dedicated training and career progression toward Merrill Financial Advisor.

We are looking to fill the Wealth Management Client Associate:
Start Your Advisor Journey position at Bank of America in Westlake, OH, United States.

Please review the full job details above before applying.

If your experience matches this role, we encourage you to apply.

All applications are reviewed carefully by our team.

The position is based in Westlake, OH, United States.

Position Requirements
10+ Years work experience
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