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Wealth Management Client Associate - Advisor

Job in Bloomington, Monroe County, Indiana, 47401, USA
Listing for: Bank of America
Full Time position
Listed on 2026-07-24
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 42000 - 64000 USD Yearly USD 42000.00 64000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Management Client Associate - Trusted Advisor

Bank of America is seeking a motivated Client Associate to join Merrill Wealth Management in Bloomington, IN. You will support Financial Advisors by delivering exceptional client service, preparing materials, and coordinating client requests to ensure timely, accurate outcomes.

This role emphasizes a client‑centered mindset and strong organizational skills. Proficiency in Word, Excel, PowerPoint, and Salesforce is valued, and in‑office work with role‑based flexibility is expected.

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Position Requirements
10+ Years work experience
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