Wealth Management Client Advisor – In-Office

Bank of America Corporation; Pennington (NJ); On-site; USD 50,000 - 70,000; Full time

Job summary

Bank of America’s Merrill Wealth Management is seeking a Client Associate to service corporate-sponsored plans and support clients with needs-based wealth management solutions. You will work closely with advisory teams to deliver personalized investment guidance and ensure precise execution.

This role emphasizes exceptional client care, adherence to regulatory standards, and opportunities for growth within an in-office culture that values collaboration and career development.

Qualifications

• FINRA SIE, Series 7 Top-Off and Series 63 licenses required within 240 days of start date.
• Flexibility to work 1st/2nd shifts; 40 hours per week.
• Experience in a call center and/or a financial/banking center is preferred.
• Customer service experience is valued.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Trades stocks, bonds, and other investment instruments for high net-worth clients and active traders.
• Handles escalated and complex inquiries on accounts with care, aiming to resolve concerns promptly.
• Navigates multiple systems to migrate clients to on-line and self-service delivery channels that enable 24/7 account access.
• Manages risk by accurately authenticating clients, fully adhering to policies and procedures.

Skills

Account Management

Customer and Client Focus

Issue Management

Oral Communications

Regulatory Compliance

Active Listening

Adaptability

Problem Solving

Risk Management

Attention to Detail

Business Acumen

Trading

Valuation Ethics and Practice Stand

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor's Degree (pursuing)

Job description

Bank of America’s Merrill Wealth Management is seeking a Client Associate to service corporate-sponsored plans and support clients with needs-based wealth management solutions. You will work closely with advisory teams to deliver personalized investment guidance and ensure precise execution.

This role emphasizes exceptional client care, adherence to regulatory standards, and opportunities for growth within an in-office culture that values collaboration and career development.