Wealth Management Client Advisor
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales, Portfolio & Asset Management
Bank of America’s Merrill Wealth Management supports Financial Advisors with client service, operations, and tailored banking solutions. The role emphasizes a client-first mindset, collaboration with Advisors, and strong adherence to policies and procedures.
Candidates should bring FINRA SIE, Series 7, Series 66 (63/65 accepted), and a client-centric approach with excellent communication skills and proficiency in MS Office and Salesforce. Flexibility for onsite work is noted.
For the Wealth Management Client Advisor position at Bank of America, we are reviewing applications now.
The Wealth Management Client Advisor position in the Finance, Sales field is open for applications.
We have an opening for a Wealth Management Client Advisor in Greenwich, CT, United States within Finance, Sales.
This role, Wealth Management Client Advisor at Bank of America, could be your next career step.
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