Wealth Management Client Advocate
Listed on 2026-10-06
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Merrill Wealth Management, part of Bank of America, is seeking a client service professional to support multiple Financial Advisors with a focus on service, risk management, and client advocacy. You will tailor solutions to advisor needs and address service requests as the main point of contact.
Required licenses (SIE, Series 7, Series 66) and strong knowledge of investment products accompany a client-centric, results-driven mindset.
We are seeking a motivated Wealth Management Client Advocate to join Bank of America in New York, NY, United States.
Our group is growing, and we are hiring a Wealth Management Client Advocate in New York, NY, United States.
This role is for the Wealth Management Client Advocate role at Bank of America.
Consider building your career as a Wealth Management Client Advocate at Bank of America.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).