Wealth Management Client Advocate
Job in
Jacksonville, Duval County, Florida, 32290, USA
Listed on 2026-06-27
Listing for:
Bank of America
Full Time
position Listed on 2026-06-27
Job specializations:
-
Finance & Banking
Wealth Management, Financial Services, Financial Sales, Banking & Finance
Job Description & How to Apply Below
Bank of America is seeking a dedicated individual to provide client service support within Merrill Wealth Management. The role involves assisting multiple Financial Advisors in meeting client needs and delivering investment advice. Candidates should possess FINRA licenses and industry knowledge, showcasing a client-centric mindset.
The successful candidate will thrive in a collaborative environment, focusing on operational excellence while ensuring compliance with banking policies.
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