Bank of America
Merrill Wealth Management Client Associate–Advisor Development Program: Blue Ridge
Lynchburg · Full-time · Posted Oct 21, 2026
- 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
- Support multiple Financial Advisors with client servicing, requests, materials, and operational risk practices.
- Educate clients about banking and service offerings, identify needs, and help maintain client relationships.
- Obtain required securities licenses and complete training and development milestones in the Advisor Development Program.
What they ask for
- Obtain SIE, Series 7, and Series 66 within 120 days; previously held Series 63 and 65 accepted in lieu of Series 66.
- Demonstrated client relationship, communication, listening, and solution-recommendation skills.
- Ability to work independently and collaboratively, manage time and follow through, and prospect and network for clients.
- Computer/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.
Pay
$35.90 - $35.90 hourly pay (base salary)
Tools
Microsoft Suite, SIE, Series 7, Series 66, Series 63, Series 65
Model-written summary · the original posting is authoritative