Wealth Management Client Advocate & FA Support

Bank of America; Oakbrook Terrace (IL); On-site; USD 36,000 - 62,000; Full time

Benefits offered by this job

Benefits eligible

Discretionary incentive plan

Job summary

Merrill Wealth Management, a division of Bank of America, is seeking a client-focused wealth-advisory support professional in Oak Brook, IL. The role provides client services to multiple Financial Advisors, ensuring accurate materials and timely responses while aligning with bank policies.

Required FINRA licenses (SIE, Series 7, Series 66), strong communication skills, and a client-centric mindset. Onsite role with competitive hourly pay and comprehensive benefits.

Qualifications

• FINRA SIE, Series 7, and Series 66 (63/65 accepted) required.
• Client-centric mindset with strong work ethic and results focus.
• Able to learn and adapt to new information and technology platforms.

Responsibilities

• Provides client service support to multiple Financial Advisors and addresses service needs.
• Educates clients on bank services and ensures timely, accurate materials.
• Supports enterprise objectives while deepening client relationships and managing risk.

Skills

Account Management

Client Focus

Oral Communications

Written Communications

Business Development

Advisory Pipeline Management

Prioritization

Administrative Services

Emotional Intelligence

Referral Identification

Tools

Salesforce

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Merrill Wealth Management, a division of Bank of America, is seeking a client-focused wealth-advisory support professional in Oak Brook, IL. The role provides client services to multiple Financial Advisors, ensuring accurate materials and timely responses while aligning with bank policies.

Required FINRA licenses (SIE, Series 7, Series 66), strong communication skills, and a client-centric mindset. Onsite role with competitive hourly pay and comprehensive benefits.