Wealth Management Client Advisor

Bank of America; Houston (TX); On-site; USD 55,000 - 90,000; Full time

Job summary

Merrill Wealth Management, part of Bank of America, seeks a client service-focused professional to support Financial Advisors (FAs) in delivering personalized investment strategies. You will educate clients on bank services, ensure timely materials, manage risk, and deepen relationships while collaborating with the FA.

Strong FINRA licenses and Microsoft Office skills are required. The role requires a fast-paced, client-centric mindset and the ability to adapt to evolving responsibilities in a

Qualifications

• FINRA SIE, Series 7 and Series 66 licenses required or accepted in lieu of 66.
• Demonstrated knowledge of wealth management products and services.
• Experience delivering exemplary client service in a financial services setting.

Responsibilities

• Provides excellent Client Service to clients by educating them on bank services.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Maintains alignment with bank policies to support risk management and operational excellence.
• Deepens client relationships and communicates outputs to the Financial Advisor.
• Supports day-to-day team activities and covers roles as needed with a client-first mindset.

Skills

Client service

Relationship management

Communication

Education

FINRA SIE

Series 7

Series 66

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Merrill Wealth Management, part of Bank of America, seeks a client service-focused professional to support Financial Advisors (FAs) in delivering personalized investment strategies. You will educate clients on bank services, ensure timely materials, manage risk, and deepen relationships while collaborating with the FA.

Strong FINRA licenses and Microsoft Office skills are required. The role requires a fast-paced, client-centric mindset and the ability to adapt to evolving responsibilities in a