Jobs Private USA → Finance and Insurance → Banking and wealth advisory → Wealth Management Client Associate

Wealth Management Client Associate

Bank of America · San Francisco, CA · posted 40 days ago

In short: Wealth Management Client Associate at Bank of America in San Francisco, CA, posted 40 days ago.

By AtiveSite · Published 07/11/2026 · Updated 08/11/2026 · Every figure is linked to its source below.

Bank of Americaemployer

San Francisco, CAlocation

Banking and wealth advisorysub-niche

40 days agoposted

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The job

LIVE Live feed (private-sector employer) Source: The Muse public API · Data: listed 2026-09-29

Employer	Bank of America
Location	San Francisco, California
Field	Finance and Insurance › Banking and wealth advisory
Level	Mid Level
Source category	not stated
Posted	2026-09-29 (40 days ago)
Work arrangement	On-site at the location listed
Pay	Not published in the source listing

Job description

Job Description:

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. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Responsibilities:

Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
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

Required Qualifications:

Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
Demonstrates a client-centric mindset, always acting in the best interest of the client
Has the ability to learn and adapt to new information and technology platforms

Desired Qualifications:

Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
Possesses industry knowledge and an understanding of investment products
Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
Is detail oriented
Demonstrates a commitment to continuous learning and professional growth
Exhibits sound judgment and discretion when handling sensitive information
Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
Demonstrates professional verbal and written communication skills

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
Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

"Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy"

**The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA

Shift:
1st shift (United States of America)

Hours Per Week:
37.5

Pay Transparency details

US - CA - San Francisco - 555 California St - Bofa Center - 555 California (CA5705)

Pay and benefits information

Pay range

$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. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Explore around this job

Field: Finance and Insurance Sub-niche: Banking and wealth advisory All jobs at Bank of America Jobs in California Jobs in San Francisco, CA San Francisco city guide California state guide San Francisco County economy

View this job and apply on The Muse →

You apply on The Muse or on the employer's page; AtiveSite does not receive or process applications and is not affiliated with The Muse. The description above is shown as the source published it.

About the role

This is a Mid Level role in the Finance and Insurance field (Banking and wealth advisory) at Bank of America. Mid-level roles usually expect some years of relevant experience and the ability to work with limited supervision.

We could not match this job title to one occupation in the official wage statistics, so no pay estimate is shown. Pay is not in the source listing; ask the employer for the range and compare in the 240 job niches.

Does the pay work here? (estimate)

Gross salary a year Filing State income tax rate %

Estimate for a wage earner: 2026 federal brackets and standard deduction (IRS), Social Security 6.2% up to $184,500, Medicare 1.45% (+0.9% above $200,000 single / $250,000 married), and a state rate you set; set your own state tax rate. It ignores credits, pre-tax deductions, local taxes and benefits. Sources: IRS: tax year 2026 inflation adjustments · SSA wage base per Federal Register notice 2025-19763.

How to prepare and behave

This is editorial guidance, not information from the employer.

Read the whole description and match your examples to its requirements; use the same words the posting uses where they are true for you.
Research the employer before the interview: what it does, who its customers are and recent news; prepare two or three questions about the work.
Arrive early (or log in early for a video call), dress one step above the daily dress code, and test your camera and audio beforehand.
Answer with short stories: the situation, what you did and the result. Give numbers when you have them and never invent them.
Be honest about gaps; say what you did to learn and how fast you can close them.
Ask about the team, the first 90 days, how success is measured and the schedule; do not open with salary and time off.
When pay comes up, know the market range for the occupation and your lowest acceptable offer before you answer; ask for the full package in writing.
Send a short thank-you message within a day, mentioning one thing you discussed.

Know your rights as a candidate and an employee:

The city

The job is in San Francisco, CA. Below is what the official statistics say about living and working there.

How San Francisco compares. Among the 145 largest places in California, San Francisco is #4 by population, #139 for homeownership (#1 = highest), #20 for remote work (#1 = most), #25 for college degrees (#1 = most). Its county, San Francisco County, is #3 of 58 counties for average pay ($174,103).

The place in numbers

San Francisco has 830,235 residents (ACS 2020–2024), about 2.1% of the population of California. It covers 47 square miles of land, which works out to roughly 17,784 people per square mile. The median age is 40.0, 6% older than the state median (40.0 against 37.9).

Housing

The median gross rent is $2,476 a month (rent plus utilities), 22% above the state median ($2,476 against $2,036). Over a year that is 21.1% of the median household income. US housing guidance treats housing as affordable when it takes 30% of income or less, so the typical household is under that line. The median home value is $1,394,500, which is 9.9 times the median household income ($140,970); a ratio above 5 usually means buying is out of reach without savings or a second income. 38.2% of households own their home, 32% below the state average (38.2% against 55.9%). A low ownership share points to a rental-heavy market with more apartments and shorter stays.

Work and pay

The San Francisco-Oakland-Fremont, CA metropolitan area has 2,373,920 jobs in the BLS wage survey, and the median pay across all occupations is $74,260 a year, 46% above the national median ($74,260 against $50,980). The biggest occupation groups are office and administrative support (226,320 jobs, median $62,120); management (223,100 jobs, median $176,340); business and financial operations (207,030 jobs, median $112,960). The area is most specialised in computer and mathematical (1.9 times) and life, physical, and social science (1.8 times), where the share of workers is well above the national share. The best-paying groups with at least 5,000 jobs are management ($176,340) and computer and mathematical ($167,770). In 2026M09 the unemployment rate of San Francisco County was 4.0%. 69.6% of residents aged 16 and over are in the labour force. The city lies in San Francisco County; its jobs, pay by industry and GDP are on the county page.

Getting around

Among workers, 28.6% drive alone, 18.7% use public transit, 9.3% walk, 31.0% work from home. 21.6% of workers commute 45 minutes or more, 11% above the state average (21.6% against 19.4%). Remote work is more common than in the state as a whole, which widens the set of employers a resident can work for without moving.

People and education

60.3% of adults aged 25 and over hold a bachelor's degree or higher, 63% above the state share (60.3% against 37.1%). 34.0% of residents were born outside the United States, 26% above the state share (34.0% against 27.0%). The poverty rate is 11.2%, 7% below the state rate (11.2% against 12.0%).

Climate

The warmest month is Sep, averaging 59°F (14.9°C), and the coolest is Apr at 53°F (11.6°C). About 515 mm (20 inches) of precipitation falls in a year; Dec is the wettest month (112 mm) and Jul the driest (2 mm). These values come from NASA satellite-based climatology on a grid of about 50 km, so they describe the wider area, not a weather station in the city.

Nearby cities to compare

Closest cities in this guide: Daly City (31 miles, rent 3% higher); Pacifica (31 miles, rent 25% higher); San Bruno (34 miles, rent 12% higher); Millbrae (36 miles, rent 32% higher). Rent differences are against San Francisco; use the Compare tab to put any two cities side by side.

Full guide to San Francisco →California guide All jobs in San Francisco

Official links for San Francisco

These links go to official sources and open in a new window. The first one is the government's or company's own site as listed in Wikidata (property "official website"); check it before relying on it.

Where to live

CITY Official statistics Source: U.S. Census Bureau, American Community Survey 2020–2024 5-year (via Census Reporter) · Data: ACS 2020–2024

Places within 50 miles (straight line) of San Francisco, CA that have a guide, with what living there costs. No pay estimate is shown because the title did not match one occupation.

Sort:

Place ⇅	Distance from the job city ⇅	Median rent ⇅	Median home value ⇅	Median household income ⇅	Commute 45+ min ⇅	Rent as % of occupation pay ⇅	Open jobs there ⇅
San Francisco, CA	0 mi	$2,476	$1,394,500	$140,970	21.6%	n/a	Jobs
Daly City, CA	31 mi	$2,551	$1,115,000	$123,547	19.6%	n/a	—
Pacifica, CA	31 mi	$3,098	$1,249,800	$160,523	15.5%	n/a	—
San Bruno, CA	34 mi	$2,773	$1,207,500	$141,272	12.2%	n/a	—
Millbrae, CA	36 mi	$3,272	$1,934,900	$163,476	21.8%	n/a	—
Brisbane, CA	36 mi	$2,574	$1,232,200	$156,169	29.8%	n/a	—
South San Francisco, CA	36 mi	$2,802	$1,188,800	$136,578	15.2%	n/a	—
Half Moon Bay, CA	37 mi	$2,433	$1,549,500	$157,884	26.7%	n/a	—
Burlingame, CA	38 mi	$2,785	$2,000,001	$174,000	23.1%	n/a	—
Richmond, CA	40 mi	$1,960	$668,200	$95,391	28.8%	n/a	—
San Mateo, CA	41 mi	$3,077	$1,618,700	$153,504	15.8%	n/a	—
Berkeley, CA	41 mi	$2,133	$1,413,900	$108,092	20.8%	n/a	Jobs
Alameda, CA	42 mi	$2,474	$1,235,700	$137,697	27.3%	n/a	Jobs
Belmont, CA	43 mi	$2,875	$2,000,001	$205,297	18.6%	n/a	Jobs
Oakland, CA	44 mi	$1,979	$929,900	$101,600	21.9%	n/a	Jobs
Foster City, CA	44 mi	$3,501	$1,838,200	$199,143	20.6%	n/a	Jobs
San Carlos, CA	45 mi	$2,854	$2,000,001	$237,470	14.9%	n/a	—
Redwood City, CA	47 mi	$2,968	$1,801,700	$157,814	10.2%	n/a	Jobs
San Leandro, CA	48 mi	$2,186	$844,200	$101,420	23.7%	n/a	—
Atherton, CA	49 mi	$3,501	$2,000,001	$250,001	7.0%	n/a	—

Career paths

We could not match this title to one occupation, so here are the other sub-niches in Finance and Insurance, where your skills may carry over:

Insurance and claims (428) Accounting, audit and tax (413) Treasury, payments and risk (653)

Distances

CITY Calculation (straight line) Source: U.S. Census Bureau Gazetteer (coordinates) · Data: 2024

How far San Francisco, CA is from the 20 largest US cities, in straight-line miles (not driving distance). Click a column to sort.

Sort:

From ⇅	Straight-line distance (miles) ⇅	Population of that city ⇅
San Francisco, CA	0 mi	830,235
San Jose, CA	73 mi	990,138
Los Angeles, CA	364 mi	3,857,263
San Diego, CA	475 mi	1,389,526
Phoenix, AZ	678 mi	1,642,323
Seattle, WA	684 mi	754,195
Denver, CO	986 mi	718,877
Oklahoma City, OK	1,420 mi	697,125
Fort Worth, TX	1,484 mi	963,194
Dallas, TX	1,515 mi	1,307,930
San Antonio, TX	1,516 mi	1,479,835
Austin, TX	1,530 mi	979,539
Houston, TX	1,673 mi	2,328,253
Chicago, IL	1,885 mi	2,711,226
Indianapolis, IN	1,979 mi	885,860
Columbus, OH	2,142 mi	914,802
Charlotte, NC	2,332 mi	903,844
Jacksonville, FL	2,403 mi	977,670
Philadelphia, PA	2,550 mi	1,579,706
New York, NY	2,602 mi	8,483,844

Nearby cities with open jobs (within 120 miles)

Sort:

City ⇅	Straight-line distance ⇅	Open jobs ⇅
Alameda, CA	42 mi	15
Belmont, CA	43 mi	2
Redwood City, CA	47 mi	27
Palo Alto, CA	54 mi	24
Sunnyvale, CA	60 mi	12
Fremont, CA	62 mi	2
Pleasanton, CA	63 mi	1
Milpitas, CA	66 mi	2
Campbell, CA	67 mi	7
San Jose, CA	73 mi	661
Capitola, CA	79 mi	1
Sacramento, CA	103 mi	38

The employer

Bank of America is the employer in this listing. See all its open jobs here →

Company description (from The Muse): Bank of America provides people, companies, and institutional investors with industry-leading financial products and services.

size: Large Size; industries: Financial Services; locations on The Muse: Charlotte, NC.

It is among the 200 largest US-headquartered employers in our list, with about 213,000 employees worldwide (2025). Company page with headquarters, state economy and official links →

Official links for Bank of America

The employer's profile on The Muse →

What it is like to work at a company (culture, schedules, benefits) is not in the source data, so we do not describe it. Read the description and ask the questions under "How to prepare".

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FAQ

What is the Wealth Management Client Associate job at Bank of America?

A mid level role in finance and insurance (banking and wealth advisory) listed 40 days ago. The full description is on this page and on The Muse.

Where is this job?

San Francisco, CA.

How do I apply?

Use the "View this job and apply on The Muse" button. AtiveSite does not receive applications.

How much does it pay?

The listing does not publish pay, and we could not match the title to one official occupation.

What is the cost of living there?

Median rent in San Francisco is $2,476 a month and median household income $140,970 (ACS 2020–2024).

How old is this listing?

It was posted on 2026-09-29 (40 days ago). Jobs older than 90 days are not shown.

Are there similar jobs?

Yes: browse banking and wealth advisory jobs in California.

Sources and terms

Job data: The Muse public API (listing dated 2026-09-29). The job disappears from this site when it disappears from the source.
Wages and projections: BLS OEWS (May 2025) and Employment Projections 2025–35.
City and county figures: Census Bureau ACS 2020–2024, BEA, BLS QCEW and LAUS, NASA POWER climatology; distances from Census Gazetteer coordinates.

AtiveSite is not affiliated with or endorsed by The Muse, the employer or any government agency, and does not process applications. Verify every detail with the employer before acting.

Sources

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