Wealth Management Client Associate | Client Solutions & Growth
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales, Banking & Finance
Bank of America’s Merrill Wealth Management in Mystic, CT seeks a Client Services Associate to support Financial Advisors, educating clients on banking offerings and ensuring accurate materials. A client-first mindset and collaboration within an in-office culture are essential.
Role involves assisting with day-to-day team needs, risk management, and maintaining strong client relationships. Requires FINRA SIE, Series 7, and Series 66 (or 63/65) licenses, plus proficiency with
Join us at Bank of America as our next Wealth Management Client Associate | Client Solutions & Growth in Mystic, CT, United States.
The position is based in Mystic, CT, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 34.000 - 62.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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