Bank of America
Merrill Wealth Management Client Associate–Advisor Development Program: Carolina East
RALEIGH · Full-time · Posted Oct 13, 2026
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides client-service and business-development support to Financial Advisors while progressing through training and licensing toward becoming a Merrill Financial Advisor.
What you'll do
- Support multiple Financial Advisors with client requests, relationship management, and accurate, timely client materials.
- Coordinate with banking, investment, and supervision partners; follow policies and procedures to protect clients and manage risk.
- Progress through advisor training, build a book of business, and develop and manage client relationships.
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 client relationship-building, communication, and needs-assessment skills.
- Show ability to prospect and network, work independently and collaboratively, and manage time and follow-through.
- Computer/technical literacy and proficiency with Microsoft Suite.
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
Microsoft Suite, SIE, Series 7, Series 66, Series 63, Series 65
Model-written summary · the original posting is authoritative