Private Wealth Client Advisor — Trusted Client Solutions
Job in
Miami, Miami-Dade County, Florida, 33222, USA
Listed on 2026-07-31
Listing for:
Bank of America
Full Time
position Listed on 2026-07-31
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales
Job Description & How to Apply Below
Bank of America’s Merrill Wealth Management team is seeking a Client Services Associate to support Financial Advisors, provide exceptional client service, and align with enterprise objectives while addressing client needs.
Qualified candidates should hold FINRA SIE, Series 7, and Series 66 licenses (63/65 accepted in lieu of 66) or obtain them within the specified timeframe. Spanish bilingualism, strong communication, and Salesforce proficiency are highly valued.
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