Wealth Advisory Support Specialist
Listed on 2026-10-15
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Finance & Banking
Financial Advisor / Consultant
Bank of America Merrill Wealth Management is seeking a client service associate to support Financial Advisors, delivering proactive client advocacy, and coordinating between clients and advisors to ensure service excellence.
The role emphasizes in-office collaboration, training, and adherence to firm policies, with responsibilities spanning client education, materials accuracy, and risk mitigation. Strong communication and organizational skills are essential.
For the Wealth Advisory Support Specialist position at Bank of America, we are reviewing applications now.
The position is based in Oakland, CA, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 34.000 - 61.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Wealth Advisory Support Specialist role in the description above.
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