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Wealth Management Client Relationship Lead
Job in
Winter Park, Orange County, Florida, 32792, 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 is seeking a dedicated Financial Advisor Support Specialist to bolster client relationships and assist the FA team with meetings, product knowledge, and service delivery.
In-office role in Florida with 40-hour weeks; familiarity with wealth management products, regulatory registrations, and client onboarding. Excellent communication and collaboration skills are essential for success in this team-driven environment.
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