Wealth Management Client Associate — Client Services
Listed on 2026-10-18
-
Finance & Banking
Wealth Management, Financial Sales, Financial Advisor / Consultant, Banking & Finance
Bank of America Corporation's Merrill Wealth Management in the United States is seeking a Registered Wealth Management Client Associate to provide dedicated operational and sales support to Financial Advisors, serving as the primary contact for established clients. You will educate clients on bank offerings, ensure accuracy of materials, manage risk, and deepen relationships while collaborating with the FA.
Requires FINRA SIE, Series 7, and Series 66; strong client focus and adaptability.
The following opportunity is for a Wealth Management Client Associate — Client Services with Bank of America Corporation.
The position is based in Boca Raton, FL, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 55.000 - 85.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).