# Advisor Development Program Client Associate [Bank of America](https://www.jorb.ai/firms/bank-of-america.md) · New York · United States · [Private Wealth](https://www.jorb.ai/jobs/private-wealth.md) Bank of America is hiring a Advisor Development Program Client Associate in New York. Posted 2026-05-19; applications close 2026-07-18. **Apply**: https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Advisor-Development-Program-Client-Associate_26017434 Posted 1d ago. ## Role details ## Overview Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world, specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to Merrill investment insights coupled with Bank of America banking convenience. Merrill is committed to an in-office culture with specific requirements for office-based attendance and flexibility based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees. Our Wealth Management team represents an array of backgrounds and brings unique perspectives, ideas, and experiences to create a culture-driven, resilient, results-focused, and effective work community. ## Program Description The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor. ## Role and Path The Wealth Management Client Associate – Advisor Development Program (WMCA - ADP) is an entry role into our Advisor Development Program, with the destination role of becoming a full-scale Financial Advisor at Merrill. This progression role provides client service support to Financial Advisors (FAs). ## What You’ll Do Your journey begins by obtaining Securities Industry licenses, with dedicated study time for the Securities Industry Essentials (SIE), Series 7, and Series 66 exams. The SIE, Series 7, and 66 must be obtained within 120 days (63 & 65 accepted in lieu of 66 if previously held). Once licensed, you will be taught the foundational skills needed to be a WMCA - ADP. This role is responsible for providing client service support to multiple FAs. Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA’s business, while customizing solutions based on their specific needs. You will be the most frequent point of contact within Merrill to address all service needs of clients and act as a resource for FAs on the team. Progression through key milestones includes proficiency in your current role and completion of experiential activities demonstrating readiness to become an advisor. You will advance to the next stage of the Advisor Development Program, beginning to build a book of business as a Financial Advisor trainee. You will complete dedicated training preparing you for this role, continuing to work in a Merrill office to acquire, build, and manage client relationships while considering a client’s complex financial picture and guiding them with advice and solutions. Upon completing performance requirements as a Financial Advisor trainee, you will reach the ultimate destination of becoming a Merrill Financial Advisor, supported along the way with dedicated programs, tools, and resources throughout your career journey. ## Progressive Roles The Advisor Development Program consists of progressive roles to ultimately become a Merrill Financial Advisor. Our progressive roles in the Advisor Development Program engage in: - Developing a book of business to meet and exceed established performance hurdles - Effectively prioritizing and sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to internal specialists, and executing highly customized solutions - Recommending investment products and services suitable for prospects based on objectives, resources, time horizon, risk profile, and preferences - Balancing investment growth, referral activities, client follow-up, prospect building, administrative compliance, and personal growth - Organizing and managing resources (time, people, budget) to run a productive practice - Seeking the expertise of specialists to identify planning and investment strategies for a client - Completing mandated training, assessments, performance goals, and continuing education requirements ## What We’ll Help You Build - **Build a successful career** at Bank of America through world-class training and onboarding programs that set you up for success. - **Get training and one-on-one coaching** from our award-winning Academy at Bank of America and local leadership invested in your success. - **Grow your knowledge** by using a defined consultative approach to systematically identify client needs and appropriate solutions. - **Provide end-to-end comprehensive advice**, deliver client reviews/presentations with confidence, and recommend strategies to help achieve financial goals and life priorities. - **Collaborate with core banking and investment partners**, connecting to all the solutions Bank of America and Merrill offer to meet financial needs. ## Required Qualifications - Displays confidence as a self-starter in a sales role - Builds strong client relationships through effective communication and collaboration - Shows a proactive mindset and effective time management - Demonstrates a results-driven growth mindset and prioritizes client interests - Identifies appropriate client solutions through application of learnings and new information - Exceptional interpersonal and relationship-building skills - Effective written and verbal communication - Proven ability to quickly build trust and credibility - Proven ability to assess needs and recommend appropriate solutions - Proven ability to work both collaboratively with partners and independently - Proven ability to listen and probe for clarity and understanding - Entrepreneurial mindset with proven ability to source clients through prospecting and networking - Strong follow-through skills - Computer literacy and proficiency in Microsoft Office ## Desired Qualifications - Bachelor’s degree and/or a minimum of one year of work experience - Willingness to learn and adapt to new technology or applications - Ability to execute multiple tasks simultaneously ## Job Responsibilities - Partner with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all aspects of client servicing, risk, investments, and banking products, while receiving guidance and escalating issues as needed - Provide excellent client service to the bank’s clients by educating them on the bank’s service and banking offerings - Ensure timeliness, accuracy, and completeness in client materials and follow up on all client and FA requests - Assist in aligning practices with the bank’s policies and procedures to support operational excellence, protect clients, and manage risk - Identify, deepen, and maintain client relationships by emphasizing the bank’s offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA - Perform general business growth support functions aligned to the Client Associate or Wealth Management Client Associate role, providing business development, investment solutions, and/or business management support to multiple FAs ## Skills - Account Management - Client Management - Customer and Client Focus - Issue Management - Oral Communications - Business Development - Client Solutions Advisory - Pipeline Management - Prioritization - Trade Operations Management - Administrative Services - Client Investments Management - Emotional Intelligence - Referral Identification - Written Communications This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in termination. ## Logistics Shift: 1st shift (United States of America) Hours Per Week: 37.5 **Pay Transparency details** Location: US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100) Pay range $35.90 - $35.90 hourly pay, offers to be determined based on experience, education and skill set. Predictable pay This role is compensated with a base salary and is not incentive eligible. Benefits This role is currently benefits eligible. We provide industry-leading benefits, paid time off, resources and support to our employees to make a genuine impact and contribute to the sustainable growth of our business and the communities we serve. ## Applying to this role This Advisor Development Program Client Associate role at Bank of America runs through the firm's own careers portal and expects a CV and cover letter written specifically for the posting, not a portable submission carried across firms. Jorb AI's application agent tailors a CV and cover letter from your background to this posting and tracks the role alongside the rest of your applications. [Tailor this application](https://www.jorb.ai/signup?ref=job-atom&firm=bank-of-america&job=6a0c8128a34b24481188beee) ## More open roles at Bank of America - [Corporate Audit Career Transition Apprentice 2026 - Chester](https://www.jorb.ai/jobs/69ccc1d0404094739fed37f3.md) — United Kingdom, posted 1mo ago - [Wealth Management Client Associate](https://www.jorb.ai/jobs/6a08a9258298a719ccc39c35.md) — New York, posted 5d ago - [Equity Derivatives Trade Support Analyst](https://www.jorb.ai/jobs/6a06f4c2938f10ee9322b029.md) — London, posted 5d ago - [Financial Solutions Advisor Registration Candidate - Flatiron](https://www.jorb.ai/jobs/6a063afdf845bf2fdc07fc24.md) — New York, posted 6d ago - [Analyst/Associate, Prime Brokerage Account Management, Global Equities, Hong Kong](https://www.jorb.ai/jobs/6a02b83e5e2b45a353278585.md) — Hong Kong, posted 8d ago --- Updated: 2026-05-20 Canonical: https://www.jorb.ai/jobs/6a0c8128a34b24481188beee