Advisor Development Program Client Associate

Advisor Development Program Client Associate – Bank of America

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.

The Wealth Management Client Associate – Advisor Development Program (WMCA‑ADP) is an entry role in our Advisor Development Program. The destination role is becoming a full‑scale Financial Advisor s progression role is responsible for providing client‑service support to Financial Advisors (FAs).

• Develop a book of business to meet and exceed established performance hurdles
• Effectively prioritize and source prospective clients, capitalize on referrals, assess customer needs, refer customers to the appropriate internal specialists, and execute highly customized solutions to meet client needs
• Recommend investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile, and preferences
• Balance investment growth, referral activities, customer follow‑up, prospect building, administrative compliance, and personal growth and development according to both day‑to‑day and longer‑term planning
• Organize and manage resources (time, people, budget) to run a productive practice
• Seek the expertise of specialists, where appropriate, to identify planning and investment strategies for a client
• Complete mandated training, assessments, performance goals, and continuing education requirements
• Partner with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all aspects of client servicing, risk, investments, and banking products, receiving appropriate guidance and escalating issues as needed
• Provide excellent client service through educating clients on all banking offerings
• Ensure timeliness, accuracy, and completeness of client materials and follow up on all client and FA requests
• Assist in ensuring practices align with the bank's policies and procedures to support operational excellence, protect clients, and manage risk
• Identify, deepen, and maintain client relationships by emphasizing the bank's offerings and promoting the incorporation of banking into day‑to‑day practices, communicating outputs to the FA
• Perform general business growth support functions 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

• 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

• 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

• 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

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) | Hours per week: 37.5 |

Location:

Sacramento, CA | Salary: $‑$