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Wealth Management Specialist: Client Strategy & Growth
Job in
Fort Worth, Tarrant County, Texas, 76102, USA
Listed on 2026-09-04
Listing for:
Bank of America
Full Time
position Listed on 2026-09-04
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Merrill Wealth Management, a leading part of Bank of America, seeks a Wealth Management Specialist to support a Financial Advisor team across business management, wealth planning, and investment management. The role emphasizes client service, efficient operations, and training support.
The position requires Series 7 and related registrations, ADV-2B designation, and the ability to collaborate across teams to deliver a strong client experience while maintaining regulatory standards.
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