Bank of America
Merrill Wealth Management Client Associate - Advisor Development Program: Minnesota Market
Wayzata · Full-time · Posted Oct 8, 2026
- Experience
- No minimum years of experience required; desired qualification includes a minimum of one year of work experience.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides client-service and business-development support to Financial Advisors while progressing through training toward becoming a Merrill Financial Advisor.
What you'll do
- Supports multiple Financial Advisors with client service, requests, materials, and relationship management.
- Assists with operational excellence, policy compliance, and risk management.
- After licensing and role milestones, trains as a Financial Advisor, building and managing client relationships and a book of business.
What they ask for
- Self-starter with confidence in a sales role and ability to prospect and network for clients.
- Strong communication, interpersonal, relationship-building, listening, and follow-through skills.
- Ability to assess client needs and recommend appropriate solutions while working independently and collaboratively.
- Computer/technical literacy and proficiency in applications such as Microsoft Suite; obtain SIE, Series 7, and Series 66 within 120 days (Series 63 and 65 accepted instead of 66 if previously held).
Nice to have
- Bachelor’s degree and/or a minimum of one year of work experience.
- Ability to learn and adapt to new technology or applications and execute multiple tasks simultaneously.
Pay
$35.90 - $35.90 USD hourly base salary
Tools
Microsoft Suite, SIE, Series 7, Series 66, Series 63, Series 65
Model-written summary · the original posting is authoritative