Wealth Management Specialist

1 week ago


Bloomfield Hills, Michigan, United States Bank of America Full time
Wealth Management Specialist - Career Advancement

Estimated salary: $65,000 - $85,000 per year.

About the Role:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services. As a Wealth Management Specialist, you will play a key role in supporting our Financial Advisors to develop and enhance existing client relationships.

Key Responsibilities:

  • Track all client actions/activities to ensure exceptional client service.
  • Attend client review meetings to assist with relationship deepening conversations.


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