Bank of America
Merrill Wealth Management Client Associate–Advisor Development Program: Carolina East
Wilmington · Full-time · Posted Oct 13, 2026
- Experience
- No minimum years required; desired qualification is 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 a training program toward becoming a Financial Advisor.
What you'll do
- Supports multiple Financial Advisors with client service, follow-up, accurate client materials, and operational and risk requirements.
- Builds and maintains client relationships, identifies needs, and connects clients with suitable banking and investment solutions.
- Completes training and performance milestones, then develops a book of business as a Financial Advisor trainee.
What they ask for
- Confidence working independently in a sales role and ability to source clients through prospecting and networking.
- Strong written and verbal communication, interpersonal, listening, and relationship-building skills.
- Ability to assess client needs and recommend appropriate solutions while working independently and collaboratively.
- Computer and technical literacy, including proficiency in Microsoft Suite; obtain SIE, Series 7, and Series 66 within 120 days (Series 63 and 65 accepted in lieu of 66 if previously held).
Nice to have
- Bachelor’s degree and/or a minimum of one year of work experience.
- Ability to adapt to new technology or applications and execute multiple tasks simultaneously.
Tools
SIE, Series 7, Series 66, Series 63, Series 65, Microsoft Suite
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