Wealth Management Client Advocate
Listed on 2026-11-05
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Finance & Banking
Wealth Management, Financial Sales, Financial Advisor / Consultant, Banking & Finance
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).
The Wealth Management Client Advocate position in the Finance, Sales field is open for applications.
We have an opening for a Wealth Management Client Advocate in Virginia Beach, VA, United States within Finance, Sales.
This role, Wealth Management Client Advocate at Bank of America, could be your next career step.
Are you ready to take on the Wealth Management Client Advocate role at Bank of America?
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