Wealth Management Client Associate: Advisor in Training
Listed on 2026-10-18
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management, Financial Services
Bank of America’s Wealth Management division seeks a Wealth Management Client Associate through the Advisor Development Program. You will support Financial Advisors, help manage client relationships, and learn the foundations to become a Financial Advisor.
The role emphasizes obtaining securities licenses (SIE, Series 7, 66) within 120 days, training, and progression toward building a book of business as a Financial Advisor trainee within Merrill.
The following opening is for a Wealth Management Client Associate:
Advisor in Training with Bank of America.
The advertised compensation is 52.000 - 72.000.
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:
Advisor in Training role in the description above.
We appreciate your interest in this position.
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