Advisor Development Program Client Associate

Bank of America (GHR)

Oak Brook, Illinois, United States
Base: $35.90 hourly; bonus/equity: not specified; ...
Client service support
Securities industry licenses
Sales role confidence
The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor

Job Summary

  • The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.
  • This role is responsible for providing client service support to Financial Advisors (FAs) and will progress to building a book of business as a Financial Advisor trainee.
  • We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Matching Summary

The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.

Salary

Base: $35.90 hourly; Bonus/Equity: Not specified; Benefits: Eligible

Skills & Requirements

Must-have

  • Client service support
  • Securities Industry licenses
  • Sales role confidence
  • Build strong client relationships
  • Results-driven growth mindset
  • Interpersonal and relationship building skills
  • Computer/technical literacy

Nice-to-have

  • Proactive mindset
  • Entrepreneurial mindset
  • Adapt to new technology
  • Collaborate with partners
  • Listen and probe for clarity

Key Requirements

  • Obtain SIE, Series 7, and Series 66 Exams within 120 days
  • SAFE Act registration required
  • Bachelor’s degree and/or minimum one year work experience (desired)

Work Rights

SAFE Act registration required

Tailored Resume

Cover Letter