Bank of America
Wealth Management Client Associate
Walnut Creek, CA · Mid Level
Stay score
odds of building a lasting career here
Thin sponsorship signal and lottery-bound (~15% per draw). A low-probability bet with your clock running. Prioritize cap-exempt roles and proven entry-level sponsors first.
Lottery odds assume a STEM candidate.
Personalize to your clock →H-1B wage level
the lottery is wage-weighted — each level is one more entry
The bottom of this range ($25,000) is below the Level I prevailing wage of $85,800. An H-1B cannot be filed below the prevailing wage, so an offer at the floor of this band could not be sponsored as posted.
DOL prevailing wage, 2026-27 wage year · Financial and Investment Analysts (13-2051) · San Francisco-Oakland-Fremont, CA. Wage level is derived by USCIS from the offered wage, occupation and worksite; the occupation shown is inferred from the job title.
Community outcomes
No reports yet — be the first to help the next applicant.
About the role
- Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.
- Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
- Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.
Responsibilities
- Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
- Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
- Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
- This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs).
Requirements
- Has the ability to learn and adapt to new information and technology platforms
- Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
Skills
- 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
Compensation
- $25.00 - $44.00 hourly pay, offers to be determined based on experience, education and skill set.
- Discretionary incentive eligible
- This role is eligible to participate in the annual discretionary plan.
- Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.
Benefits
- This role is currently benefits eligible.
Company info
- At Merrill, we empower you to bring your whole self to work.
This listing is sourced directly from Bank of America's careers page and normalized into a canonical job model.