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Wealth Management Client Associate

  • Company: Bank of America
  • Location: Pittsburgh, Pennsylvania
  • Salary: Pay not listed
  • Full Time
  • Company site
  • Pay not listed

Bank of America at a glance

bankofamerica.com
  • Founded 1998
  • Employees 209000
  • Ticker BAC
BAC 58.30 USD +2.32%
  • Revenue $113.10B
  • Net income $30.51B

Investor research: Yahoo Finance · SEC filings

Federal funding recipient: largest known award $588 from the Department of Justice (started Oct 1, 2014) — via USAspending.gov

Igf::ot::igf reimbursement check for fdc miami, florida

209,232 employees covered under a retirement plan (2022 filing) — via DOL Form 5500 / EFAST2

Registered as a global legal entity (LEI 9DJT3UXIJIZJI4WXO774, US) — via GLEIF

50,845 Wikipedia views in July 2026 — a rough gauge of public visibility.

Source: Wikipedia · X

WEALTH MANAGEMENT CLIENT ASSOCIATE
Bank of America
Pittsburgh, Pennsylvania
Full Time - Onsite

About the Role

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. As a Wealth Management Client Associate at Merrill, you will provide client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting clients in achieving their financial goals through personalized advisory relationships.

Responsibilities

  • Support clients with account management, including account openings, transfers, and maintenance.
  • Assist with the preparation of client reports and presentations to support Financial Advisors (FAs).
  • Process transactions and ensure compliance with regulatory requirements.
  • Conduct financial analysis and research to provide insights for clients.
  • Maintain accurate records and documentation in accordance with company policies and procedures.

Who We're Looking For

We are seeking candidates who have a passion for client service and a desire to work closely with Financial Advisors. Ideal candidates will possess excellent communication skills, attention to detail, and the ability to handle multiple tasks efficiently. A background in financial services or related field is preferred but not required.

About the Company

Merrill Wealth Management is one of the largest businesses of its kind in the world, specializing in goals-based wealth management. Our Financial Advisors and Wealth Management Client Associates work together to help clients pursue their life visions through a personal relationship with their advisory team committed to their needs. Merrill is dedicated to an in-office culture that supports collaboration, engagement, and career development.

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What people say about Bank of America

Recent news

Aggregated from public discussions and news; opinions are the authors’ own.

Working in Pittsburgh, Pennsylvania

Weather right now in Pittsburgh, Allegheny County: checking… · Local time: · Air quality: · Daylight: · UV index: · Wind: · Pollen:

Pennsylvania, officially the Commonwealth of Pennsylvania, is a state located in the Mid-Atlantic, Northeastern, Appalachian, and Great Lakes regions of the United States. It borders Delaware to its southeast, Maryland to its south, forming the Mason-Dixon Line, West Virginia to its southwest, Ohio to its west, the Canadian province of Ontario to its northwest via Lake Erie, New York to its north,

🇺🇸 Relocation safety for US: Exercise Normal Cautionvia Warnely, CC BY 4.0

National unemployment rate in US: 4.2%via World Bank

Private-sector wage growth (year over year): 3.1%via FRED

National quits rate: 2.0%via FRED (BLS JOLTS)

Weekly initial unemployment claims: 199,000via FRED

GDP per capita in US: $90,027via World Bank

Consumer price inflation in US: 2.9% (annual) — via World Bank

Real GDP growth in US: 2.2% (annual) — via World Bank

Average hours worked per year in US: 1,800via OECD

Cost of living in Pennsylvania: 2.4% below the national averagevia BEA

Minimum wage in Pennsylvania: $7.25/hrvia FRED

Real GDP per capita in Pennsylvania: $62,697via FRED

Home prices in Pennsylvania (year over year): +5.3%via FRED

Median household income in Allegheny County: $76,393via US Census ACS / Data USA

Average commute time in Allegheny County: 26 minvia US Census ACS / Data USA

Most common commute in Allegheny County: Drove Alone (62%) — via US Census ACS / Data USA

Households with home internet in Allegheny County: 91%via US Census ACS / Data USA

Nearby history: Burke Building, listed 1978 (73m away) — via National Register of Historic Places

Typical climate: average high 63°F / low 40°F year-round (summers around 83°F, winters around 22°F) — via NOAA 1991-2020 Normals

Walkability: Most walkablevia EPA National Walkability Index

Typical rent nearby: $1,077/mo · $1,299/movia HUD Fair Market Rents

  • Elevation 238m (781 ft)

Source: Wikipedia (state)

Job details above are provided by the employer/source. The sections on this page are compiled from public data sources with AI assistance.

Accommodations: if you need a workplace accommodation to apply for or perform this job, see ADA.gov or EEOC.gov for guidance on your rights and how to request one.

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Listing facts

  • Role Wealth Management Client Associate
  • Employer Bank of America
  • Location Pittsburgh, Pennsylvania
  • Type Full Time
  • Pay (from listing) Pay not listed
  • Posted August 6, 2026
  • Apply by September 5, 2026
  • Country United States
  • Overview Full job description on this page (269 words)

Facts above come from this job record on Get A Job.AI — not copied from third-party review sites.

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Employer website

bankofamerica.com

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Occupation family: Wealth Management Client Associate

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Wealth Management Client Associate Bank of America · Pittsburgh, Pennsylvania