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Wealth Management Client Associate — Client-Centric Advisor

Job in Portland, Cumberland County, Maine, 04122, USA
Listing for: Bank of America
Full Time position
Listed on 2026-10-06
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant, Banking & Finance, Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 60000 - 90000 USD Yearly USD 60000.00 90000.00 YEAR
Job Description & How to Apply Below

Bank of America Merrill Wealth Management in Portland, ME is seeking a capable Wealth Management Client Associate to support Financial Advisors and clients with a client-first approach. You will educate clients on services, coordinate materials, and help manage risk while delivering personalized banking and investment guidance.

The role emphasizes collaboration, in-office culture, and ongoing professional growth, with opportunities to advance within a trusted wealth management team.

This role is for the Wealth Management Client Associate — Client-Centric Advisor role at Bank of America.

We appreciate your interest in this position.

Join Bank of America and contribute to our ongoing work.

Take a moment to read everything above and see whether this role is right for you.

This posting is for the Wealth Management Client Associate — Client-Centric Advisor role at Bank of America, based in Portland, ME, United States.

Position Requirements
10+ Years work experience
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