Wealth Management Client Advisor

Bank of America; Winter Park (FL); On-site; USD 65,000 - 85,000; Full time

Job summary

Merrill Wealth Management, part of Bank of America, seeks a role to support Financial Advisors in growing client relationships and servicing accounts. This position emphasizes regulatory compliance, licensing, and collaboration with 팀 members to deliver tailored investment guidance.

Responsibilities include client meetings, relationship management, and onboarding support within an in-office culture that may require onsite work per policy.

Qualifications

• Requires Series 7 and 66 licenses or Series 7/63/65; state registrations as needed
• SAFE ACT Registration required
• Maintain Form ADV-2B with client background details and SEC disclosures
• Obtain and maintain at least one firm approved designation
• Strong communication skills essential for client interactions and team collaboration
• Ability to manage multiple tasks and priorities while mitigating risk in wealth management services
• In-depth knowledge of the wealth management products and services offered

Responsibilities

• Track client actions and provide timely updates to the team
• Attend client review meetings to deepen relationships
• Execute the team service model and coordinate with specialists to meet client needs
• Manage onboarding and resolve escalations in the client relationship process
• Assist with client book segmentation strategy under guidance of advisors

Skills

Account Management

Business Acumen

Client Management

Client Solutions Advisory

Portfolio Management

Referral Identification

Referral Management

Relationship Building

Administrative Services

Client Investments Management

Customer Service Management

Process Simplification

Education

High School Diploma

Job description

Merrill Wealth Management, part of Bank of America, seeks a role to support Financial Advisors in growing client relationships and servicing accounts. This position emphasizes regulatory compliance, licensing, and collaboration with 팀 members to deliver tailored investment guidance.

Responsibilities include client meetings, relationship management, and onboarding support within an in-office culture that may require onsite work per policy.