Wealth Management Client Associate

Bank of America • Monterey, CA

7d • $25 - $44 • Onsite

About The Position

Merrill Wealth Management provides comprehensive wealth management and investment products and services to individuals, companies, and institutions. Its goals-based services include investment advice and guidance for retirement, education, legacy, and other life goals. Financial Advisors and Wealth Management Client Associates work through personal advisory relationships, combining Merrill investment insights with the banking convenience of Bank of America.

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, while tailoring solutions to specific needs. The associate is typically the most frequent Merrill point of contact for clients’ service needs.

Merrill describes its culture as in-office, supporting collaboration, engagement, and career development, with role-specific flexibility based on responsibilities and business needs. The position is listed in Monterey, California, and is a first-shift role for 37.5 hours per week. The hourly pay range is $25.00–$44.00, 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

• Enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results.
• Client-centric mindset and commitment to acting 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.
• Ability to meet applicable FDIC and FINRA restrictions concerning criminal history for this position.

Nice To Haves

• Currently holds or is 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.
• Detail orientation.
• 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.
• Skills identified: 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 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 banking integration 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 demand, while maintaining a client-first mindset.

Benefits

• Benefits eligibility
• Access to paid time off
• Eligibility to participate in an annual discretionary incentive plan, with awards based on individual performance and behaviors, line-of-business or group performance and contributions, and overall company success
• Industry-leading benefits, resources, and support for employees

What This Job Offers

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