610 matching jobs for “Wealth Management Client Associate”

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Exact titles rank first, then title variations and keywords in descriptions. These labels aren't qualification scores. Without keywords, recently added jobs appear first.

Bank of America

Wealth Management Client Associate

Boulder, Colorado, United States

Pay posted by employer$25.00–$44.00 per hour

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services …

Added Oct 27, 2026

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Bank of America

Wealth Management Client Associate

Northbrook, Illinois, United States

Pay posted by employer$25.00–$44.00 per hour

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services …

Added Oct 27, 2026

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Bank of America

Registered Wealth Management Client Associate

Mount Pleasant

… that is culture driven, resilient, results focused and effective. Position Overview: The Registered Wealth Management Client Associate role is a sales support position, typically providing dedicated operational and sales support to multiple …

Added Oct 27, 2026

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Bank of America

Registered Wealth Management Client Associate

Winter Park, Florida, United States

… to create a work community that is culture driven, resilient, results focused and effective. The Registered Wealth Management Client Associate role is a sales support position, typically providing dedicated operational and sales support to multiple …

Added Oct 27, 2026

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Bank of America

Registered Wealth Management Client Associate

Naples, Florida, United States

Added Oct 27, 2026

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Bank of America

Registered Wealth Management Client Associate

Aventura, Florida, United States +1 location 2 postings

… our workforce and positively impact the communities we serve. Position Overview: The Registered Wealth Management Client Associate role is a sales support position, typically providing dedicated operational and sales support to multiple …

Added Oct 27, 2026

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Bank of America

Registered Wealth Management Client Associate

Garden City

Pay posted by employer$26.50–$42.00 per hour

Added Oct 27, 2026

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Bank of America

Registered Wealth Management Client Associate

Burlington

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services …

Added Oct 31, 2026

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Bank of America

Registered Wealth Management Client Associate

Farmington Hills, Michigan, United States

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services …

Added Oct 28, 2026

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Bank of America

Registered Wealth Management Client Associate

Charlotte, North Carolina, United States +6 locations 7 postings

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services …

Added Oct 28, 2026

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Bank of America

Registered Wealth Management Client Associate

Chesterfield, Missouri, United States

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services …

Added Oct 27, 2026

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Bank of America

Registered Wealth Management Client Associate

Dallas

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services …

Added Oct 27, 2026

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Bank of America

Registered Wealth Management Client Associate

Orlando, Florida, United States

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services …

Added Oct 27, 2026

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Bank of America

Registered Wealth Management Client Associate

Raleigh, North Carolina, United States +2 locations 3 postings

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services …

Added Oct 27, 2026

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Bank of America

Registered Wealth Management Client Associate

Providence, Rhode Island, United States

Pay posted by employer$26.50–$42.00 per hour

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services …

Added Oct 27, 2026

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Bank of America

Registered Wealth Management Client Associate

Mandeville +2 locations 3 postings

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services …

Added Oct 30, 2026

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Bank of America

Registered Wealth Management Client Associate

Indianapolis, Indiana, United States +4 locations 5 postings

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services …

Added Oct 29, 2026

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Bank of America

Registered Wealth Management Client Associate

Frisco, Texas, United States

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services …

Added Oct 27, 2026

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Bank of America

Registered Wealth Management Client Associate

Summit, New Jersey, United States

Pay posted by employer$26.50–$45.00 per hour

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services …

Added Oct 27, 2026

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Bank of America

Registered Wealth Management Client Associate

Greenwich

Pay posted by employer$26.50–$45.00 per hour

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services …

Added Oct 27, 2026

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Bank of America

Wealth Management Client Associate

Boulder, Colorado, United States

Pay posted by employer$25.00–$44.00 per hour

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Required Qualifications · employer excerpt

Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
Demonstrates a client-centric mindset, always acting in the best interest of the client
Has the ability to learn and adapt to new information and technology platforms

About this opportunity

Original employer description

Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.

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 and follows up on all client and Financial Advisor (FA) requests
Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Required Qualifications:

Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
Demonstrates a client-centric mindset, always acting in the best interest of the client
Has the ability to learn and adapt to new information and technology platforms

Desired Qualifications:

Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
Possesses industry knowledge and an understanding of investment products
Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
Is detail oriented
Demonstrates a commitment to continuous learning and professional growth
Exhibits sound judgment and discretion when handling sensitive information
Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
Demonstrates professional verbal and written communication skills

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

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

This job will be open and accepting applications for a minimum of seven days from the date it was posted.

“Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy”

Shift:

1st shift (United States of America)

Hours Per Week:

37.5

Pay Transparency details

US - CO - Boulder - 921 WALNUT ST (CO9921)

Pay and benefits information

Pay range

$25.00 - $44.00 hourly pay, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Why this result? · Employer labels

Exact title match

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