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Wealth Management Client Advisor

Job in Traverse City, Grand Traverse County, Michigan, 49685, USA
Listing for: Bank of America
Full Time position
Listed on 2026-10-16
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant, Banking & Finance, Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 45000 - 65000 USD Yearly USD 45000.00 65000.00 YEAR
Job Description & How to Apply Below

Bank of America is seeking a dedicated Client Service Specialist within Merrill Wealth Management in the United States. You will support Financial Advisors, deliver tailored client service, and promote seamless banking and investment solutions to clients.

The role emphasizes accuracy, risk awareness, and proactive relationship management in a fast-paced environment. A strong client focus and collaboration across teams are essential.

We are seeking a motivated Wealth Management Client Advisor to join Bank of America in Traverse City, MI, United States.

This is an excellent role to take on the Wealth Management Client Advisor role at Bank of America.

As a Wealth Management Client Advisor, you will play an important part at Bank of America in Traverse City, MI, United States.

We invite applications for the Wealth Management Client Advisor position located in Traverse City, MI, United States.

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