Wealth Management Client Associate — Client-Centric
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales, Banking & Finance
Bank of America’s Merrill Wealth Management group is seeking a service-focused professional to support Financial Advisors and their clients. You will educate clients on bank products, maintain accurate materials, and help manage risk while deepening client relationships.
The role requires FINRA SIE, Series 7, and Series 66 licenses (with 63/65 accepted). A client-centric mindset and strong communication skills are essential for success in a fast-paced environment.
The following role is for a Wealth Management Client Associate — Client-Centric Support with Bank of America.
The following opportunity is for a Wealth Management Client Associate — Client-Centric Support with Bank of America.
Our team is growing, and we are hiring a Wealth Management Client Associate — Client-Centric Support in Toms River, NJ, United States.
This opportunity is for the Wealth Management Client Associate — Client-Centric Support role at Bank of America.
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