Wealth Management Client Advisor

Bank of America; Charlotte (NC); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America Merrill Wealth Management seeks a client service professional to support multiple Financial Advisors with client advocacy, enterprise objectives, and operational excellence while enabling a high‑touch service experience.

Required licenses: FINRA SIE, Series 7, and Series 66 (63/65 accepted). Proficiency with Microsoft Office and Salesforce, plus strong communication and relationship-building skills for a fast-paced environment.

Qualifications

• FINRA SIE, Series 7, and Series 66 licenses (63/65 accepted)
• Solid understanding of investment products and client-centric mindset
• Strong work ethic, results orientation, and ability to adapt to changing client needs
• Excellent verbal and written communication and relationship-building skills

Responsibilities

• Provides excellent Client Service to bank clients, educating them on the bank's offerings
• Ensures timeliness, accuracy, and completeness in client materials; follows up on requests
• Supports alignment with bank policies to protect clients and manage risk; drives operational excellence
• Identifies, deepens, and maintains client relationships; promotes banking solutions to advisors
• Assists with day-to-day team activities and coverage during absences or seasonal needs

Skills

Client Management

Account Management

Relationship Building

Sales Support

Communication Skills

Problem Solving

Attention to Detail

Team Collaboration

Proactive Service

Time Management

Tools

Salesforce

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

Bank of America Merrill Wealth Management seeks a client service professional to support multiple Financial Advisors with client advocacy, enterprise objectives, and operational excellence while enabling a high‑touch service experience.

Required licenses: FINRA SIE, Series 7, and Series 66 (63/65 accepted). Proficiency with Microsoft Office and Salesforce, plus strong communication and relationship-building skills for a fast-paced environment.