Wealth Management Client Advocate
Listed on 2026-09-25
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Banking & Finance
Bank of America’s Merrill Wealth Management division seeks a dedicated client service professional to support Financial Advisors and clients, delivering timely, accurate materials and proactive service. The role emphasizes risk-conscious, policy-aligned practice, and a client-first mindset in a fast-paced banking environment.
Ideal candidates will have FINRA SIE, Series 7, and Series 66 (or 63/65) with passion for learning, strong communication, and the ability to adapt to evolving
Are you ready to take on the Wealth Management Client Advocate role at Bank of America?
Our organisation is growing, and we are hiring a Wealth Management Client Advocate in NJ, United States.
This opportunity is for the Wealth Management Client Advocate role at Bank of America.
We are seeking a motivated Wealth Management Client Advocate to join Bank of America in NJ, United States.
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