Wealth Management Client Associate

Bank of America • Reston, VA

20d • Onsite

About The Position

Merrill Wealth Management is a provider of wealth management and investment products and services for individuals, companies, and institutions. It specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Financial Advisors and Wealth Management Client Associates help clients pursue their goals through personal advisory relationships, with access to Merrill investment insights and Bank of America banking services.

The Wealth Management Client Associate provides client service support to potentially multiple Financial Advisors. The role supports strategic objectives, operational excellence, and client advocacy within the Financial Advisor’s business, customizing solutions to specific needs. The associate is typically the most frequent Merrill contact for clients’ service needs. Merrill describes its culture as in-office, with clear expectations and appropriate role-specific flexibility, and emphasizes collaboration, engagement, career development, and the value of diverse perspectives.

This is a first-shift role in Reston, Virginia, with a stated schedule of 37.5 hours per week. The listed pay range is $25.00–$44.00 per hour, with offers based on experience, education, and skill set. The role is eligible for an annual discretionary incentive plan and benefits, including access to paid time off.

Requirements

• Be an enthusiastic, highly motivated self-starter with a strong work ethic and a strong focus on results.
• Demonstrate a client-centric mindset and act in the client’s best interest.
• Ability to learn and adapt to new information and technology platforms.
• High school diploma, GED, secondary school, or equivalent.
• Professional verbal and written communication skills.
• Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
• Exercise sound judgment and discretion when handling sensitive information.
• Be detail oriented.

Nice To Haves

• Currently hold or be pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66; Series 63 and 65 are accepted in lieu of Series 66.
• Industry knowledge and understanding of investment products.
• Experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience.
• Comfort operating in a fast-paced environment with changing and evolving responsibilities.
• Commitment to continuous learning and professional growth.
• Skills in 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, and written communications.

Responsibilities

• Provide excellent client service by educating clients about the bank’s services 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 bank offerings and promoting their incorporation into clients’ day-to-day practices; communicate outcomes 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 eligible.
• Access to paid time off.
• Eligible to participate in the annual discretionary plan and may receive an annual discretionary award based on individual performance and behavior, line-of-business or group performance and contributions, and overall company success.
• Resources and support for employees.

What This Job Offers

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