Advisor Development Program Client Associate

Bank of America
Any Location, CA
Category Finance
Job Description
The Advisor Development Program Client Associate role is an entry-level position at Merrill Wealth Management, providing client service support to Financial Advisors while obtaining Securities Industry licenses and progressing towards becoming a full-scale Financial Advisor.

Requirements

  • Securities Industry Essentials [SIE], Series 7, and Series 66 Exams must be obtained within 120 days
  • Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers
  • Provides excellent Client Service to the bank's clients
  • Identifies, deepens, and maintains client relationships

Benefits

  • Health insurance
  • Dental insurance
  • Vision insurance
  • Paid time off
  • 401(k) or retirement plan
  • Stock options
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