Private Wealth Advisor & Relationship Lead
Listed on 2026-10-18
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Bank of America’s Merrill Wealth Management is seeking a Private Wealth Relationship Manager to support Financial Advisor teams, deepen client relationships, and coordinate investment strategy discussions with product specialists.
You will attend client meetings, assist with onboarding, and help manage service delivery and risk, with preferred qualifications including Series 7/63/65 or 66 and SAFE Act registration.
This is an in-office role with potential flexible arrangements based on role needs.
Consider building your career as a Private Wealth Advisor & Relationship Lead at Bank of America.
Learn more about the Private Wealth Advisor & Relationship Lead role in the description above.
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