Wealth Management Client Advocate

Bank of America; Florida; On-site; USD 45,000 - 60,000; Full time

Job summary

Bank of America is seeking a dedicated individual to provide client service support within Merrill Wealth Management. The role involves assisting multiple Financial Advisors in meeting client needs and delivering investment advice. Candidates should possess FINRA licenses and industry knowledge, showcasing a client-centric mindset.

The successful candidate will thrive in a collaborative environment, focusing on operational excellence while ensuring compliance with banking policies.

Qualifications

• Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66).
• Possesses advanced industry knowledge and an understanding of investment products.
• Demonstrates a client-centric mindset, always acting in the best interest of the client.

Responsibilities

• Provides excellent Client Service to the bank’s clients through educating them on all of the bank’s service and banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials.
• Supports day‑to‑day team activities and needs including covering roles in times of absence.

Skills

Account Management

Client Management

Customer and Client Focus

Issue Management

Oral Communications

Business Development

Client Solutions Advisory

Pipeline Management

Prioritization

Administrative Services

Emotional Intelligence

Referral Identification

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Salesforce

Job description

Bank of America is seeking a dedicated individual to provide client service support within Merrill Wealth Management. The role involves assisting multiple Financial Advisors in meeting client needs and delivering investment advice. Candidates should possess FINRA licenses and industry knowledge, showcasing a client-centric mindset.

The successful candidate will thrive in a collaborative environment, focusing on operational excellence while ensuring compliance with banking policies.