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I’m Ms. Smith, currently looking for a job. I’d like to ask Dr. Job about the Advisor Development Program Client Associate position at Bank of America.
What’s the main goal of the Advisor Development Program Client Associate role at Bank of America?
Well, the main goal is to support Financial Advisors while you work your way up to becoming a full-scale Financial Advisor yourself. You’ll provide client service support and help customize solutions for clients based on their needs.
What kind of training will I receive in this role?
Actually, you’ll get dedicated study time to prepare for your Securities Industry licenses, including the SIE, Series 7, and Series 66 Exams. Once you pass those, you’ll receive training to build foundational skills for your role.
How does the company support diversity and inclusion?
They really value diversity! Merrill believes that having a variety of backgrounds and perspectives helps create a strong work community. They encourage everyone to bring their whole selves to work, which is pretty cool.
What are the expectations for client interaction in this role?
You’ll be the main point of contact for clients, addressing all their service needs. Plus, you’ll act as a resource for the Financial Advisors on your team, so it’s a great chance to build those relationships.
What happens after I complete the initial training and licensing?
Once you hit those key milestones and show you’re ready, you’ll progress to the next stage of the program. That’s when you’ll start building your own book of business as a Financial Advisor trainee!
Thank you, Dr. Job. I will review the details.
Company Information
Company: Bank of America
Industry: Banking / Financial Services
Location: Oakbrook, IL
Source: The Muse (01/08/2026)