Wealth Management Client Advocate
Listed on 2026-10-13
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Finance & Banking
Banking & Finance, Wealth Management, Financial Advisor / Consultant
Bank of America’s Merrill Wealth Management is seeking a client service professional to support Financial Advisors, delivering banking and investment guidance. You will educate clients on services, ensure timely materials, and uphold risk controls while promoting a client-first approach.
The role requires proactive communication, strong teamwork, and bilingual Spanish skills. A high school diploma is required, with on-site duties in the United States and a 37.5 hour work week; FINRA knowledge is
Join us at Bank of America as our next Wealth Management Client Advocate in Tucson, AZ, United States.
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This posting is for the Wealth Management Client Advocate role at Bank of America, based in Tucson, AZ, United States.
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