Bank of America
Merrill Wealth Management Client Associate–Advisor Development Program: Florida Tropics
Fort Lauderdale · Full-time · Posted Oct 7, 2026
- Experience
- A minimum of one year of work experience is listed as a desired qualification, not a requirement.
- 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 toward a Financial Advisor role at Merrill.
What you'll do
- Supports multiple Financial Advisors with client servicing, follow-up, materials, and operational risk requirements.
- Builds client relationships, identifies needs, and supports business growth through prospecting, referrals, and tailored solutions.
- After meeting milestones and training requirements, develops and manages a book of business as a Financial Advisor trainee.
What they ask for
- Self-starter confidence in a sales role and ability to source clients through prospecting and networking.
- Strong client communication, relationship-building, listening, and trust-building skills.
- Ability to work independently and collaboratively, prioritize, manage time, and follow through.
- Computer/technical literacy, including proficiency in Microsoft Suite; obtain SIE, Series 7, and Series 66 within 120 days (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 and applications.
Tools
Microsoft Suite, SIE, Series 7, Series 66, Series 63, Series 65
Model-written summary · the original posting is authoritative