Bank of America
Merrill Wealth Management Client Associate – Advisor Development Program: Northern New England Market
Burlington · Full-time · Posted Nov 3, 2026
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides client-service and operational support to Financial Advisors while progressing through training and licensing toward a Financial Advisor role at Merrill.
What you'll do
- Support multiple Financial Advisors with client servicing, follow-up, and accurate client materials.
- Coordinate with advisors and partners on client needs, investments, banking products, risk, and operational matters.
- Maintain client relationships and support business development while following bank policies and procedures.
What they ask for
- Obtain SIE, Series 7, and Series 66 licenses within 120 days; Series 63 and 65 are accepted instead of Series 66 if previously held.
- Demonstrated client relationship, communication, and interpersonal skills.
- Ability to work independently and collaboratively, manage time, and follow through.
- Computer and technical literacy, including proficiency with Microsoft Suite.
Nice to have
- Bachelor’s degree and/or at least one year of work experience.
- Ability to learn and adapt to new technology or applications.
Pay
$35.90 - $35.90 USD hourly pay (base salary; not incentive eligible)
Tools
Microsoft Suite, SIE, Series 7, Series 66, Series 63, Series 65
Model-written summary · the original posting is authoritative