Wealth Management Client Advocate
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Banking & Finance, Financial Sales
Bank of America’s Merrill Wealth Management team seeks a client service professional to support multiple Financial Advisors, manage client inquiries, and advocate for client needs with proactive service delivery.
The role emphasizes adherence to regulatory licenses (SIE, Series 7, Series 66), deep product knowledge, and a client-centric approach, with a 1st shift schedule and a 37.5-hour work week, collaborating across teams and leveraging Salesforce and MS Office tools.
We have an opening for a Wealth Management Client Advocate in Atlanta, GA, United States within Finance, Sales.
The position is based in Atlanta, GA, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 75..
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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