Advisor Development Program Client Associate

Bank of America

Raleigh, US
On-site
Securities industry licenses (sie, series 7, series 66)
Client service support to financial advisors
Building client relationships
The Advisor Development Program Client Associate position at Bank of America is an entry-level role designed for individuals aspiring to transition into financial advising. The role involves providing client service support to Financial Advisors while pursuing necessary industry licenses and undergoing training to eventually become 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 progression role is responsible for providing client service support to Financial Advisors (FAs).
  • We’ll help you build a successful career at Bank of America through world-class training and on-boarding programs.

Matching Summary

Match Score: 85

The Advisor Development Program Client Associate position at Bank of America is an entry-level role designed for individuals aspiring to transition into financial advising. The role involves providing client service support to Financial Advisors while pursuing necessary industry licenses and undergoing training to eventually become a Financial Advisor.

Skills & Requirements

Must-have

  • Securities Industry licenses (SIE, Series 7, Series 66)
  • Client service support to Financial Advisors
  • Building client relationships
  • Computer/technical literacy and proficiency in Microsoft Suite

Nice-to-have

  • Entrepreneurial mindset with client sourcing ability
  • Proactive mindset and effective time management
  • Results-driven growth mindset
  • Exceptional interpersonal and relationship building skills

Key Requirements

  • Obtain Securities Industry licenses (SIE, Series 7, Series 66) within 120 days
  • Bachelor’s degree and/or a minimum of one year of work experience (Desired)
  • SAFE Act registration requirements

Work Rights

Not specified

Tailored Resume

Cover Letter