Advisor Development Program Client Associate

Bank of America Merrill Lynch

Northbrook, IL, United States
Base: $35.90 hourly; bonus/equity: not specified; ...
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Obtain sie series 7 and series 66 licenses within 120 days
Provide client service support to financial advisors
Demonstrate proactive mindset and effective time management
** Bank of America Merrill Lynch is seeking a Client Associate for their Advisor Development Program in Northbrook, IL. This entry-level position is designed for individuals interested in pursuing a career as a Financial Advisor, focusing on client service support and obtaining necessary securities licenses. **

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 requires obtaining Securities Industry Essentials (SIE), Series 7, and Series 66 exams within 120 days to begin the progression toward becoming a full-scale Financial Advisor.
  • Candidates will receive world-class training, one-on-one coaching from award-winning Academy staff, and access to dedicated programs to build a successful career at Bank of America.

Matching Summary

Match Score: 75

** Bank of America Merrill Lynch is seeking a Client Associate for their Advisor Development Program in Northbrook, IL. This entry-level position is designed for individuals interested in pursuing a career as a Financial Advisor, focusing on client service support and obtaining necessary securities licenses. **

Salary

Base: $35.90 hourly; Bonus/Equity: Not specified; Benefits: Industry-leading benefits including paid time off

Skills & Requirements

Must-have

  • Obtain SIE Series 7 and Series 66 licenses within 120 days
  • Provide client service support to Financial Advisors
  • Demonstrate proactive mindset and effective time management
  • Build strong client relationships through communication
  • Execute highly customized investment solutions

Nice-to-have

  • Entrepreneurial mindset with prospecting ability
  • Exceptional interpersonal and relationship building skills
  • Ability to work collaboratively on a team
  • Strong follow-through skills in administrative tasks
  • Computer literacy with Microsoft Suite proficiency

Key Requirements

  • Bachelor's degree or minimum one year of work experience
  • Must obtain SIE, Series 7, and Series 66 licenses within 120 days
  • Subject to SAFE Act registration requirements and background check
  • Proven ability to quickly build trust and credibility
  • Willingness to work in-office culture with specific attendance requirements

Work Rights

Not specified

Tailored Resume

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