Bank of America
Merrill Wealth Management Client Associate–Advisor Development Program: Blue Ridge
Winston-Salem · Full-time · Posted Oct 28, 2026
- Experience
- No required years stated; 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 Merrill Financial Advisors while completing a progression program toward becoming a Financial Advisor.
What you'll do
- Respond to client and Financial Advisor service needs; prepare accurate, timely client materials and follow up on requests.
- Support multiple Financial Advisors with client relationships, business development, investment solutions, and banking offerings.
- Complete required licensing, training, and performance milestones before progressing to Financial Advisor trainee and ultimately Financial Advisor.
What they ask for
- Obtain the SIE, Series 7, and Series 66 within 120 days; previously held Series 63 and 65 may substitute for Series 66.
- Demonstrate client relationship-building, communication, listening, and needs-assessment skills.
- Show ability to prospect and network, work independently and collaboratively, and follow through.
- Computer/technical literacy, including proficiency in applications such as 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.
Tools
Microsoft Suite, SIE, Series 7, Series 66, Series 63, Series 65
Model-written summary · the original posting is authoritative