Private Wealth Relationship Manager - Grow Portfolios
Job in
San Antonio, Bexar County, Texas, 78208, USA
Listed on 2026-08-13
Listing for:
Bank of America
Full Time
position Listed on 2026-08-13
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Merrill Wealth Management, part of Bank of America, seeks a Relationship Manager to support the Financial Advisor team in growing client relationships and coordinating wealth management services.
You will engage portfolio managers and product specialists, assist in client meetings, monitor account performance, and help implement the team’s client service model. A Series 7/63/65/66 and SAFE Act registration are required or pursued.
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