Bank of America
Merrill Wealth Management Client Associate – Advisor Development Program: Oklahoma Market
Tulsa +1 · Full-time · Posted Oct 27, 2026
- Location
- Tulsa
Rogers - Experience
- Desired: a minimum of one year of work experience; a bachelor’s degree is also listed as an alternative.
- Education
- Bachelor’s degree is desired; the posting does not state an education requirement.
About the job
Provides client-service and business-growth support to Merrill Financial Advisors while progressing through training toward a Financial Advisor role.
What you'll do
- Serves as a frequent point of contact for client service needs and supports multiple Financial Advisors with client requests, materials, and follow-up.
- Partners with advisors and other bank colleagues on client servicing, investments, banking products, risk, and operational compliance.
- As the program progresses, builds a book of business, sources prospects, and recommends suitable investment products and services to clients.
What they ask for
- Must obtain SIE, Series 7, and Series 66 licenses within 120 days; previously held Series 63 and 65 accepted in lieu of Series 66.
- Demonstrated communication, interpersonal, relationship-building, listening, and client-needs assessment skills.
- Ability to work independently and collaboratively, manage time and multiple tasks, and follow through.
- Computer/technical literacy and proficiency in applications such as Microsoft Suite.
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.
Tools
SIE, Series 7, Series 66, Series 63, Series 65, Microsoft Suite
Model-written summary · the original posting is authoritative