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Wealth Management Client Advisor

Job in Beaufort, Beaufort County, South Carolina, 29907, USA
Listing for: Bank of America
Full Time position
Listed on 2026-10-16
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management, Financial Sales, Financial Services
Salary/Wage Range or Industry Benchmark: 42000 - 65000 USD Yearly USD 42000.00 65000.00 YEAR
Job Description & How to Apply Below

Bank of America is seeking a Client Service Associate to support Merrill Wealth Management by assisting Financial Advisors with client service, relationship building, and core banking solutions. You will act as the primary point of contact for clients, ensuring accurate materials, timely follow-ups, and adherence to bank policies.

Ideal candidates demonstrate a client-centric approach, strong communication skills, and the ability to learn new platforms while supporting a fast-paced advisory

For the Wealth Management Client Advisor position at Bank of America, we are reviewing applications now.

We are seeking a motivated Wealth Management Client Advisor to join Bank of America in Beaufort, SC, United States.

Consider building your career as a Wealth Management Client Advisor at Bank of America.

The Wealth Management Client Advisor position in the Finance, Sales field is open for applications.

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