Wealth Management Client Associate — Client-Centric Advisor

Bank of America; Portland (ME); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America Merrill Wealth Management in Portland, ME is seeking a capable Wealth Management Client Associate to support Financial Advisors and clients with a client-first approach. You will educate clients on services, coordinate materials, and help manage risk while delivering personalized banking and investment guidance.

The role emphasizes collaboration, in-office culture, and ongoing professional growth, with opportunities to advance within a trusted wealth management team.

Qualifications

• Must hold FINRA SIE, Series 7, and Series 66 (63/65 accepted in lieu) or obtain within timeframe.
• Strong investment product knowledge.
• Client-centric mindset with focus on client interests.
• Self-starter with a strong work ethic.
• Ability to learn new information and technology platforms.
• Experience with client service and relationship management.
• Detail oriented and precise.
• Excellent verbal and written communication.
• Proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.

Responsibilities

• Provides excellent Client Service to clients through educating them on bank services.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Ensures practices align with policies to support operational excellence and manage risk.
• Identifies and deepens client relationships, promoting banking offerings to FA.
• Supports day-to-day team activities and covers roles as needed with a client-first mindset.

Skills

Investment Knowledge

Client-centric Mindset

Learning Agility

Strong Work Ethic

Adaptability to Tech

MS Office & Salesforce

Relationship Management

Education

SIE License

Series 7

Series 66

Job description

Bank of America Merrill Wealth Management in Portland, ME is seeking a capable Wealth Management Client Associate to support Financial Advisors and clients with a client-first approach. You will educate clients on services, coordinate materials, and help manage risk while delivering personalized banking and investment guidance.

The role emphasizes collaboration, in-office culture, and ongoing professional growth, with opportunities to advance within a trusted wealth management team.