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Financial Advisor Financial Services Financial Consultant Wealth Management

Wealth Management Client Advocate

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Bank of America
Full Time position
Listed on 2026-01-22
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Services, Financial Consultant, Wealth Management
Job Description & How to Apply Below
A leading financial institution is seeking a motivated individual to provide client service support for Financial Advisors. The role requires knowledge of investment products and a client-centric approach. Candidates should possess FINRA certifications, effective communication skills, and adaptability to thrive in a fast-paced environment. The position emphasizes operational excellence and ensuring client satisfaction through strong relationship management.

This role offers a full-time commitment with in-office attendance expectations.
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