Bank of America
Merrill Wealth Management Client Associate–Advisor Development Program: Greater Dallas
FRISCO · Full-time · Posted Nov 2, 2026
- Experience
- No minimum years of experience required; 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 support to Financial Advisors while progressing through training and milestones toward becoming a Merrill Financial Advisor.
What you'll do
- Supports multiple Financial Advisors with client servicing, timely and accurate materials, and follow-up on requests.
- Helps maintain client relationships, identify needs, and connect clients with suitable banking and investment solutions.
- Completes licensing, training, and performance milestones toward building and managing a book of business as a Financial Advisor.
What they ask for
- Confidence working as a self-starter in a sales role, with prospecting and networking ability.
- Strong client relationship, communication, listening, and needs-assessment skills.
- Ability to work independently and collaboratively, prioritize, and follow through.
- Computer/technical literacy, including 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
Microsoft Suite, SIE, Series 7, Series 66, Series 63, Series 65
Model-written summary · the original posting is authoritative