Wealth Management Client Advisor

Bank of America; Greenwich (CT); On-site; USD 36,000 - 62,000; Full time

Benefits offered by this job

Benefits eligible

Paid time off

Discretionary incentive

Job summary

Bank of America’s Merrill Wealth Management supports Financial Advisors with client service, operations, and tailored banking solutions. The role emphasizes a client-first mindset, collaboration with Advisors, and strong adherence to policies and procedures.

Candidates should bring FINRA SIE, Series 7, Series 66 (63/65 accepted), and a client-centric approach with excellent communication skills and proficiency in MS Office and Salesforce. Flexibility for onsite work is noted.

Qualifications

• SIE, Series 7, and Series 66 (63/65 accepted)
• Advanced knowledge of investment products and wealth management
• Self-starter with a strong work ethic and results focus
• Client-centric mindset and ability to act in clients' best interests
• Ability to learn new information and technology platforms

Responsibilities

• Provide exceptional client service to clients via Merrill and FA team
• Coordinate and address service needs and client materials with accuracy
• Ensure compliance with bank policies and risk controls
• Identify opportunities to deepen client relationships and promote banking solutions
• Support team operations and cover roles during absences or peak times

Skills

Account Management

Client Management

Customer Focus

Issue Management

Oral Communications

Business Development

Client Solutions

Advisory Pipeline Management

Prioritization

Administrative Services

Emotional Intelligence

Referral Identification

Written Communications

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America’s Merrill Wealth Management supports Financial Advisors with client service, operations, and tailored banking solutions. The role emphasizes a client-first mindset, collaboration with Advisors, and strong adherence to policies and procedures.

Candidates should bring FINRA SIE, Series 7, Series 66 (63/65 accepted), and a client-centric approach with excellent communication skills and proficiency in MS Office and Salesforce. Flexibility for onsite work is noted.