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Wealth Management Client Advocate
Job in
Virginia Beach, Virginia, 23450, USA
Listed on 2026-09-01
Listing for:
Bank of America
Full Time
position Listed on 2026-09-01
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Bank of America’s Merrill Wealth Management division in Virginia Beach seeks a client services professional to support Financial Advisors by educating clients on banking offerings and ensuring accurate, timely materials. You will help align practices with policies, deepen relationships, and cover roles during busy times to keep client needs at the forefront.
The role requires FINRA SIE, Series 7, and Series 66 (or 63/65).
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