Bank of America
Merrill Wealth Management Client Associate–Advisor Development Program: Charlotte & Associates
Huntersville · Full-time · Posted Oct 28, 2026
- Experience
- No minimum years required; desired qualification lists a minimum of one year of work experience as an alternative to a bachelor’s degree.
- 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
- Support multiple Financial Advisors with client service, requests, materials, and operational needs.
- Build and maintain client relationships, identify needs, and connect clients with suitable banking and investment solutions.
- Complete licensing, training, and performance milestones before progressing to Financial Advisor trainee and advisor roles.
What they ask for
- Strong communication, interpersonal, relationship-building, and client-service skills.
- Ability to work independently and collaboratively, manage time and priorities, and follow through.
- Sales and entrepreneurial mindset, including ability to prospect and network for clients.
- Obtain SIE, Series 7, and Series 66 within 120 days; Series 63 and 65 accepted instead 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