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

Registered Wealth Management Client Associate

Vienna, Virginia, 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

North Bethesda, Maryland, 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

Paramus, 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

Washington

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

Alexandria

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

Garden City

Pay posted by employer$25.00–$45.00 per hour

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

Lynbrook, New York, United States

Pay posted by employer$25.00–$45.00 per hour

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

Northbrook, Illinois, United States

Pay posted by employer$25.00–$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

New York

Pay posted by employer$25.00–$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

New York

Pay posted by employer$25.00–$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

Chicago, Illinois, United States

Pay posted by employer$25.00–$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

Copiague, New York, United States

Pay posted by employer$25.00–$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

Medford, Massachusetts, United States

Pay posted by employer$25.00–$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

Manchester +2 locations

Pay posted by employer$25.00–$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

Hartford, Connecticut, United States

Pay posted by employer$25.00–$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

Dallas

… to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting …

Added Oct 27, 2026

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Bank of America

Wealth Management Client Assocaite

Tucson, Arizona, 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

Wealth Management Client Associate - Bilingual Spanish Preferred

Miami, Florida, United States

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

Added Oct 31, 2026

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Morgan Stanley

Wealth Management Associate

Worcester, Massachusetts, United States

Pay posted by employer$68,000–$120,000 per year

Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ …

Added Nov 3, 2026

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Bank of America

Private Wealth Client Associate

Atlanta, Georgia, United States

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

Added Nov 1, 2026

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Bank of America

Registered Wealth Management Client Associate

Vienna, Virginia, United States

Pay posted by employer$26.50–$45.00 per hour

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Required Qualifications · employer excerpt

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
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:

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
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:

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

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 - VA - Vienna - 8075 LEESBURG PIKE - FAIRFAX SQUARE (VA3075)

Pay and benefits information

Pay range

$26.50 - $45.00 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.

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