Advisor Development Program Client Associate

Bank of America (GHR)

Albany, US
Base: $35.90 hourly; bonus/equity: not specified; ...
Client service support
Securities industry licenses
Operational excellence goals
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 progression role is responsible for providing client service support to Financial Advisors (FAs).
  • 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
  • Operational excellence goals
  • Client advocacy
  • Computer/technical literacy
  • Microsoft Suite proficiency

Nice-to-have

  • Entrepreneurial mindset
  • Results-driven growth mindset
  • Interpersonal and relationship building skills
  • Adapt to new technology

Key Requirements

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

Work Rights

SAFE Act registration required

Tailored Resume

Cover Letter