Bank of America
Merrill Wealth Management Client Associate – Advisor Development Program: West Central Michigan Market
Traverse City · Full-time · Posted Oct 26, 2026
- Experience
- Desired: a minimum of one year of work experience; no other years of experience specified.
- Education
- Bachelor’s degree is desired; no equivalent-experience wording stated.
About the job
Provides client-service and business-development support to Merrill Financial Advisors while progressing through training toward a Financial Advisor role.
What you'll do
- Supports multiple Financial Advisors with client servicing, materials, follow-ups, risk, investment, and banking matters.
- Builds and maintains client relationships, identifies needs, and helps connect clients with suitable bank offerings and specialists.
- Completes licensing, training, performance milestones, and experiential activities required to advance through the Advisor Development Program.
What they ask for
- Obtain SIE, Series 7, and Series 66 licenses within 120 days; Series 63 and 65 are accepted in lieu of Series 66 if previously held.
- Demonstrate sales initiative, client relationship-building, effective communication, and ability to work independently and collaboratively.
- Show prospecting and networking ability, sound time management, follow-through, and client-focused judgment.
- Computer and technical proficiency, including Microsoft Suite.
Nice to have
- Bachelor’s degree and/or at least one year of work experience.
- Ability to adapt to new technology and manage multiple tasks simultaneously.
Tools
Microsoft Suite, SIE, Series 7, Series 66, Series 63, Series 65
Model-written summary · the original posting is authoritative