Wealth Management Client Advisor
bank of americaWinter Park (FL)
Wealth Management Client Advisor
Posted yesterday
bank of americaWinter Park (FL)
SENIORITY
Mid
About the role
Merrill Wealth Management, part of Bank of America, seeks a role to support Financial Advisors in growing client relationships and servicing accounts. This position emphasizes regulatory compliance, licensing, and collaboration with ? members to deliver tailored investment guidance.
Responsibilities include client meetings, relationship management, and onboarding support within an in-office culture that may require onsite work per policy.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.