908 matching jobs for “Wealth Management Associate”

How results work

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

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

Save job

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

Save job

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

Save job

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

Save job

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

Save job

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

Save job

Bank of America

Wealth Management Specialist

San Antonio, Texas, United States

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

Added Oct 27, 2026

Save job

Bank of America

Wealth Management Specialist

Oklahoma City, Oklahoma, United States

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

Added Nov 4, 2026

Save job

Bank of America

Wealth Management Specialist

Chicago, Illinois, United States

Pay posted by employer$52,000–$96,000

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

Added Oct 27, 2026

Save job

TIAA

Wealth Management Advisor

Waltham MA, 225 Wyman St (TIAA)

Hybrid

Rooted in Mission. Powered by Your Practice. As a Wealth Management Advisor , you will develop a high-quality wealth management practice by managing and deepening …

Added Oct 27, 2026

Save job

Bank of America

Wealth Management Specialist

Charlotte, North Carolina, United States

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

Added Oct 27, 2026

Save job

Bank of America

Wealth Management Specialist

Wayzata

Pay posted by employer$26.00–$45.00 per hour

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

Added Oct 27, 2026

Save job

LPL Financial Holdings

Wealth Associate

Spokane WA - Field Mgmt

Full time
Regular

Pay posted by employer$73,130–$121,849

… planning materials, and presentation content. Support advisor business development and client relationship management activities. Conduct business analytics and reporting to support practice growth initiatives and operational …

Added Nov 3, 2026

Save job

LPL Financial Holdings

Wealth Associate

Dickinson ND - Field Mgmt

Full time
Regular

Pay posted by employer$73,130–$121,849

Added Nov 3, 2026

Save job

Bank of America

Registered Wealth Management Client Associate

Dallas

… PowerPoint experience with Salesforce a plus Professional verbal and written communication Skills: Account Management Client Management Customer and Client Focus Issue Management Oral Communications Business Development …

Added Oct 27, 2026

Save job

U.S. Bancorp

Associate Wealth Management Advisor - Norfolk Main

Norfolk, Nebraska, United States +1 location

Pay posted by employer$65,000–$80,200 per year

This position is designed to be a developmental Financial Advisor at the Associate level. Under the guidance and in partnership with a senior advisor, this advisor will learn and develop …

Added Nov 3, 2026

Save job

TIAA

Director, Wealth Management Coach

Philadelphia, PA - 1700 Market Street

Hybrid

… coaching with advisors, as well as collaborative interaction with clients. The role is key in supporting wealth market leaders to drive results by delivering comprehensive planning and financial solutions through …

Added Oct 28, 2026

Save job

Bank of America

Wealth Management Client Associate - Bilingual Spanish Preferred

Coral Gables, Florida, United States

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

Added Nov 4, 2026

Save job

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

Save job

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

Save job

Bank of America

Registered Wealth Management Client Associate

New York

Pay posted by employer$25.00–$45.00 per hour

View job

Save job

Required Qualifications · employer excerpt

Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66) **If these licenses are not currently held, they must be obtained within a specified timeframe if being hired into a…
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) **If these licenses are not currently held, they must be obtained within a specified timeframe if being hired into a registered job code**
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

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 - NY - New York - 225 LIBERTY ST (NY3002)

Pay and benefits information

Pay range

$25.00 - $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.

Why this result? · Employer labels

All keywords in title

Location reference: GeoNames (CC BY 4.0), normalized by Referizz.