Bank of America
Merrill Wealth Management Client Associate–Advisor Development Program: Central Florida
Rockledge · Full-time · Posted Oct 14, 2026
- Experience
- No minimum years 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 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, requests, materials, and operational risk procedures.
- Builds and maintains client relationships, identifies needs, and supports customized banking and investment solutions.
- Completes licensing, training, and performance milestones before progressing to Financial Advisor trainee and, ultimately, Financial Advisor.
What they ask for
- Obtain SIE, Series 7, and Series 66 within 120 days; Series 63 and 65 are accepted in lieu of Series 66 if previously held.
- Demonstrate strong interpersonal, relationship-building, written, and verbal communication skills.
- Show ability to prospect and network for clients, assess needs, and recommend appropriate solutions.
- Have computer and technical literacy, including proficiency in 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 and execute multiple tasks simultaneously.
Tools
Microsoft Suite, SIE, Series 7, Series 66, Series 63, Series 65
Model-written summary · the original posting is authoritative