Registered Wealth Management Client Associate

Bank of America • Virginia Beach, VA

3d • Onsite

About The Position

Merrill Wealth Management is a provider of wealth management and investment products and services, offering goals-based advice for individuals, companies, and institutions. Wealth Management Client Associates work with Financial Advisors and support clients through a personal advisory relationship. Merrill describes its culture as committed to in-office collaboration, engagement, and career development, with role-specific flexibility based on responsibilities and business needs.

This role provides client service support to potentially multiple Financial Advisors. It supports enterprise strategic objectives, operational excellence, and client advocacy within the Financial Advisors’ businesses, tailoring solutions to their specific needs. The associate serves as a frequent point of contact for clients’ service needs and helps clients understand the bank’s service and banking offerings.

The position is based in Virginia Beach, Virginia, and is listed as first shift with 37.5 hours per week. The stated pay range is $25.00–$45.00 per hour, with offers determined by experience, education, and skill set. The role is eligible for an annual discretionary incentive plan and benefits, including access to paid time off.

Requirements

• Currently hold FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 licenses; Series 63 and Series 65 are accepted in lieu of Series 66. If not currently held, the licenses must be obtained within a specified timeframe when hired into a registered job code.
• Possess advanced industry knowledge and an understanding of investment products.
• Be an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results.
• Demonstrate a client-centric mindset and act in the client’s best interest.
• Be able to learn and adapt to new information and technology platforms.
• High School Diploma, GED, secondary school, or equivalent.

Nice To Haves

• Experience working with clients, promptly fulfilling their needs, delivering complex solutions, and providing an excellent client experience.
• Comfort operating in a fast-paced environment with changing and evolving responsibilities.
• Attention to detail.
• Commitment to continuous learning and professional growth.
• Sound judgment and discretion when handling sensitive information.
• Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
• Professional verbal and written communication skills.

Responsibilities

• Provide excellent client service by educating clients about the bank’s service and banking offerings.
• Ensure client materials are timely, accurate, and complete, and follow up on client and Financial Advisor requests.
• Help ensure practices align with bank policies and procedures to support operational excellence, protect clients, and manage risk.
• Identify, deepen, and maintain client relationships by emphasizing the bank’s offerings and promoting the incorporation of banking into day-to-day practices; communicate outputs to the Financial Advisor.
• Support day-to-day team activities and needs, including covering roles during absences or seasonal increases in need, while maintaining a client-first mindset.

Benefits

• Benefits eligibility.
• Access to paid time off.
• Annual discretionary incentive plan; awards are based on individual performance and behaviors, line-of-business and/or group performance and contributions, and overall company success.
• Industry-leading benefits, resources, and support.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED