Wealth Management Client Associate — Client Services & Advisory
Job in
Portsmouth, Virginia, 23703, USA
Listed on 2026-08-27
Listing for:
Bank of America
Full Time
position Listed on 2026-08-27
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales, Banking & Finance
Job Description & How to Apply Below
Bank of America Merrill Wealth Management is seeking a dedicated client service professional in the United States. The role supports multiple Financial Advisors by delivering superior client service and tailoring solutions to client needs, while aligning with enterprise objectives and risk controls.
The position emphasizes a client-centric approach, strong investment product knowledge, and proficiency with banking offerings.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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