Bank of America
Advisor Development Program Client Associate
Bank of America, Mount Laurel, New Jersey, United States
Job Description
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals‑based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill’s Financial Advisors and Wealth Management Client Associates help pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in‑office culture with specific requirements for office‑based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role‑specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Advisor Development Program The Wealth Management Client Associate – Advisor Development Program (WMCA – ADP) role is an entry role into our Advisor Development Program where the destination roleicación is becoming a full‑scale Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs).
As a WMCA – ADP your journey begins by obtaining your Securities Industry licenses, where you will receive dedicated study time for your Securities Industry Essentials (SIE), Series 7, and Series 66 Exams. Your SIE, Series 7 & 66 must be obtained within 120 days; (63 & 65 accepted in lieu of 66 if previously held). Once you obtain your licenses, you will be taught the foundational skills needed to be a WMCA – ADP.
This job is responsible for providing client service support to multiple FAs. Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA’s business, while customizing solutions based on their specific needs enumed below. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients and acting as a resource for FAs on the team.
Developing a book of business in order to meet and exceed established performance hurdles
Effectively prioritizing and sourcing prospective clients, capitalizing on referrals, eingesetzt customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs
Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences
Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day‑to‑day and longer‑term planning
Organizing and managing resources (time, people, budget) to run a productive practice
Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client
Completing mandated training, assessments, performance goals and continuing education requirements
We’ll Help You
Build a successful career
at Bank of America through world‑class training and onboarding programs that set you up for success.
Get training and one‑on‑one coaching
from our award‑winning Academy at Bank of America and local leadership who are invested in your success.
Grow your business knowledge
by using a defined consultative approach to systematically identify client needs and appropriate solutions.
Provide end‑to‑@Override comprehensive advice
deliver client reviews/presentations with confidence and recommend strategies to help achieve their financializh goals and life priorities.
Collaborate with core banking and investment partners.
Connect to all the solutions We provide through Bank of America and Merrill to meet virtually all their financial needs.
Required Qualifications
Displays confidence working as a self‑starter in a sales role
Builds strong client relationships through effective communication and collaboration
Displays a proactive mindset and effective time management
Demonstrates a results‑driven growth mindset and prioritizes client interests
Identifies appropriate client solutions through application of learnings and new information
Exceptional interpersonal and relationship building skills
Effective communication skills (written and verbal)
Proven ability to quickly build trust and credibility
Proven ability to assess needs of and recommend appropriate solutions
Proven ability to work both collaboratively on a team with key partners and independently
Proven ability to listen and probe for clarity and understanding
Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking
Strong follow‑through skills
Computer/technical literacy and proficiency in applications such as Microsoft Suite
Desired Qualifications
Bachelor’s degree and/or a minimum of one year of work experience
Learns and adapts to new technology or applications
Executes multiple tasks simultaneously
Job Responsibilities
Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all aspects of client servicing, risk, investments, and banking products, while receiving appropriate guidance and escalating issues as needed Provides excellent Client Service to the bank’s clients through educating them on all of the bank’s service and banking offerings Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
Assists with ensuring practices are in alignment with the bank’s policies and procedures to support operational excellence, protect the bank’s clients, and manage risk
Identifies, deepens, and maintains client relationships through emphasizing the bank’s offerings and promoting incorporation of banking into day‑to‑day practices, while communicating outputs to the FA Tibet
Performs general business growth support functionsERATION aligned to the role of the Client Associate or Wealth Management Client Associate, providing business development, investment solutions, and/or business management support to multiple FAs
Skills
Account Management
Client Management
Customer and Client Focus
Issue Management
Oral Communications
Business Development
Client Solutions Advisory
Pipeline Management
Prioritization
Trade Operations Management
Administrative Services
Client Investments Management
Emotional Intelligence
Referral Identification
Written Communications
SAFE Act Registration Requirement This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
Shift 1st shift (United States of America)
37.5
Pay Transparency details US – NJ – Mount Laurel – 1200 HOWARD BLVD (NJ2653) Pay and benefits information Pay range $33.65 – $33.65 hourly pay, offers to be determined based on experience, education and skill set. Predictable pay This role is compensated with a base salary and is not incentive eligible. Benefits This role is currently benefits eligible. We provide industry‑leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities齐serve.
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Merrill’s Financial Advisors and Wealth Management Client Associates help pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in‑office culture with specific requirements for office‑based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role‑specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Advisor Development Program The Wealth Management Client Associate – Advisor Development Program (WMCA – ADP) role is an entry role into our Advisor Development Program where the destination roleicación is becoming a full‑scale Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs).
As a WMCA – ADP your journey begins by obtaining your Securities Industry licenses, where you will receive dedicated study time for your Securities Industry Essentials (SIE), Series 7, and Series 66 Exams. Your SIE, Series 7 & 66 must be obtained within 120 days; (63 & 65 accepted in lieu of 66 if previously held). Once you obtain your licenses, you will be taught the foundational skills needed to be a WMCA – ADP.
This job is responsible for providing client service support to multiple FAs. Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA’s business, while customizing solutions based on their specific needs enumed below. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients and acting as a resource for FAs on the team.
Developing a book of business in order to meet and exceed established performance hurdles
Effectively prioritizing and sourcing prospective clients, capitalizing on referrals, eingesetzt customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs
Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences
Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day‑to‑day and longer‑term planning
Organizing and managing resources (time, people, budget) to run a productive practice
Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client
Completing mandated training, assessments, performance goals and continuing education requirements
We’ll Help You
Build a successful career
at Bank of America through world‑class training and onboarding programs that set you up for success.
Get training and one‑on‑one coaching
from our award‑winning Academy at Bank of America and local leadership who are invested in your success.
Grow your business knowledge
by using a defined consultative approach to systematically identify client needs and appropriate solutions.
Provide end‑to‑@Override comprehensive advice
deliver client reviews/presentations with confidence and recommend strategies to help achieve their financializh goals and life priorities.
Collaborate with core banking and investment partners.
Connect to all the solutions We provide through Bank of America and Merrill to meet virtually all their financial needs.
Required Qualifications
Displays confidence working as a self‑starter in a sales role
Builds strong client relationships through effective communication and collaboration
Displays a proactive mindset and effective time management
Demonstrates a results‑driven growth mindset and prioritizes client interests
Identifies appropriate client solutions through application of learnings and new information
Exceptional interpersonal and relationship building skills
Effective communication skills (written and verbal)
Proven ability to quickly build trust and credibility
Proven ability to assess needs of and recommend appropriate solutions
Proven ability to work both collaboratively on a team with key partners and independently
Proven ability to listen and probe for clarity and understanding
Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking
Strong follow‑through skills
Computer/technical literacy and proficiency in applications such as Microsoft Suite
Desired Qualifications
Bachelor’s degree and/or a minimum of one year of work experience
Learns and adapts to new technology or applications
Executes multiple tasks simultaneously
Job Responsibilities
Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all aspects of client servicing, risk, investments, and banking products, while receiving appropriate guidance and escalating issues as needed Provides excellent Client Service to the bank’s clients through educating them on all of the bank’s service and banking offerings Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
Assists with ensuring practices are in alignment with the bank’s policies and procedures to support operational excellence, protect the bank’s clients, and manage risk
Identifies, deepens, and maintains client relationships through emphasizing the bank’s offerings and promoting incorporation of banking into day‑to‑day practices, while communicating outputs to the FA Tibet
Performs general business growth support functionsERATION aligned to the role of the Client Associate or Wealth Management Client Associate, providing business development, investment solutions, and/or business management support to multiple FAs
Skills
Account Management
Client Management
Customer and Client Focus
Issue Management
Oral Communications
Business Development
Client Solutions Advisory
Pipeline Management
Prioritization
Trade Operations Management
Administrative Services
Client Investments Management
Emotional Intelligence
Referral Identification
Written Communications
SAFE Act Registration Requirement This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
Shift 1st shift (United States of America)
37.5
Pay Transparency details US – NJ – Mount Laurel – 1200 HOWARD BLVD (NJ2653) Pay and benefits information Pay range $33.65 – $33.65 hourly pay, offers to be determined based on experience, education and skill set. Predictable pay This role is compensated with a base salary and is not incentive eligible. Benefits This role is currently benefits eligible. We provide industry‑leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities齐serve.
#J-18808-Ljbffr