Wealth Management Client Advocate
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Banking & Finance, Financial Sales
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).
We invite applications for the Wealth Management Client Advocate position located in Virginia Beach, VA, United States.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Virginia Beach, VA, United States.
This opportunity is part of our work in Finance, Sales.
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