Bank of America
Merrill Wealth Management Client Associate–Advisor Development Program: Palm Beach
Palm Beach · Full-time · Posted Oct 13, 2026
- Experience
- No minimum years required; desired qualification: 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 Merrill Financial Advisors while progressing through training toward becoming a Financial Advisor.
What you'll do
- Serves as a key client contact, handling service requests and preparing accurate, timely client materials.
- Supports Financial Advisors with client relationships, business development, investment solutions, banking products, and operational risk requirements.
- Completes licensing, training, and performance milestones before progressing to a Financial Advisor trainee role and building a book of business.
What they ask for
- High School Diploma / GED / Secondary School or equivalent.
- Strong interpersonal, relationship-building, and written and verbal communication skills.
- Ability to work independently and collaboratively, manage time, follow through, and assess client needs to recommend appropriate solutions.
- Obtain SIE, Series 7, and Series 66 licenses within 120 days; Series 63 and 65 accepted in lieu of Series 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.
Tools
Microsoft Suite, SIE, Series 7, Series 66, Series 63, Series 65
Model-written summary · the original posting is authoritative