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Wealth Management Client Advocate
Job in
Westborough, Worcester County, Massachusetts, 01581, USA
Listed on 2026-07-13
Listing for:
Bank of America
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Bank of America’s Merrill Wealth Management division seeks a client‑service oriented professional to support multiple Financial Advisors. You will handle service requests, educate clients on bank offerings, and help maintain materials with a client‑first mindset.
The role emphasizes risk awareness, adherence to policies, and collaboration across the advisory team. Qualifications include FINRA SIE, Series 7, and Series 66, with a strong knowledge of investments and a proactive, detail‑oriented
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