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

Wealth Management Client Associate

Bank of America · Seattle, WA · posted 9 days ago

In short: Wealth Management Client Associate at Bank of America in Seattle, WA, posted 9 days ago.

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

Bank of Americaemployer
Seattle, WAlocation
Banking and wealth advisorysub-niche
9 days agoposted
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The job

LIVE Live feed (private-sector employer) Source: The Muse public API · Data: listed 2026-10-30

EmployerBank of America
LocationSeattle, Washington
FieldFinance and Insurance › Banking and wealth advisory
LevelMid Level
Source categoryManagement
Posted2026-10-30 (9 days ago)
Work arrangementOn-site at the location listed
PayNot 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.

Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.

Responsibilities:


Required Qualifications:


Desired Qualifications:


Skills:


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"

Shift:
1st shift (United States of America)

Hours Per Week:
37.5

Pay Transparency details

US - WA - Seattle - 401 Union St - Rainier Square (WA1510)

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 Washington Jobs in Seattle, WA Seattle city guide Washington state guide King 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)

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.

Know your rights as a candidate and an employee:

The city

The job is in Seattle, WA. Below is what the official statistics say about living and working there.

How Seattle compares. Among the 80 largest places in Washington, Seattle is #1 by population, #76 for homeownership (#1 = highest), #8 for college degrees (#1 = most), #8 for remote work (#1 = most). Its county, King County, is #1 of 39 counties for average pay ($132,279).

The place in numbers

Seattle has 754,195 residents (ACS 2020–2024), about 9.6% of the population of Washington. It covers 84 square miles of land, which works out to roughly 8,979 people per square mile. The median age is 35.6, 7% younger than the state median (35.6 against 38.3).

Housing

The median gross rent is $2,030 a month (rent plus utilities), 15% above the state median ($2,030 against $1,760). Over a year that is 19.7% 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 $938,600, which is 7.6 times the median household income ($123,860); a ratio above 5 usually means buying is out of reach without savings or a second income. 43.7% of households own their home, 31% below the state average (43.7% against 63.8%). A low ownership share points to a rental-heavy market with more apartments and shorter stays.

Work and pay

The Seattle-Tacoma-Bellevue, WA metropolitan area has 2,086,210 jobs in the BLS wage survey, and the median pay across all occupations is $72,610 a year, 42% above the national median ($72,610 against $50,980). The biggest occupation groups are office and administrative support (212,900 jobs, median $59,660); business and financial operations (201,160 jobs, median $101,950); computer and mathematical (194,970 jobs, median $156,000). The area is most specialised in computer and mathematical (2.8 times) and architecture and engineering (1.4 times), where the share of workers is well above the national share. The best-paying groups with at least 5,000 jobs are management ($168,110) and computer and mathematical ($156,000). In 2026M09 the unemployment rate of King County was 4.8%. 74.0% of residents aged 16 and over are in the labour force. The city lies in King County; its jobs, pay by industry and GDP are on the county page.

Getting around

Among workers, 36.6% drive alone, 11.9% use public transit, 8.1% walk, 34.8% work from home. 13.9% of workers commute 45 minutes or more, 18% below the state average (13.9% against 16.9%). 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

68.5% of adults aged 25 and over hold a bachelor's degree or higher, 73% above the state share (68.5% against 39.6%). 20.1% of residents were born outside the United States, 31% above the state share (20.1% against 15.4%). The poverty rate is 9.9%, about the same as the state rate (9.9% against 9.9%).

Climate

The warmest month is Aug, averaging 65°F (18.3°C), and the coolest is Dec at 39°F (3.8°C). About 1,230 mm (48 inches) of precipitation falls in a year; Nov is the wettest month (188 mm) and Jul the driest (19 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: Mercer Island (7 miles, rent 23% higher); Bainbridge Island (7 miles, rent 8% higher); Kirkland (9 miles, rent 18% higher); Bellevue (9 miles, rent 27% higher). Rent differences are against Seattle; use the Compare tab to put any two cities side by side.

Full guide to Seattle →Washington guideAll jobs in Seattle

Official links for Seattle

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 Seattle, WA 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 ⇅
Seattle, WA0 mi$2,030$938,600$123,86013.9%n/aJobs
Mercer Island, WA7 mi$2,502$2,000,001$219,0698.7%n/a—
Bainbridge Island, WA7 mi$2,194$1,155,900$172,18837.2%n/a—
Kirkland, WA9 mi$2,401$1,115,400$150,41410.8%n/a—
Bellevue, WA9 mi$2,572$1,340,300$165,57611.1%n/aJobs
Shoreline, WA10 mi$1,985$811,100$112,75117.1%n/a—
Burien, WA10 mi$1,782$638,800$91,31815.5%n/a—
Kenmore, WA10 mi$1,949$920,800$139,76419.3%n/a—
Tukwila, WA10 mi$1,898$489,000$78,38114.6%n/a—
Redmond, WA12 mi$2,409$1,167,800$162,5609.8%n/aJobs
Renton, WA12 mi$1,998$672,600$100,43222.0%n/aJobs
Mountlake Terrace, WA12 mi$2,004$667,300$107,68717.8%n/a—
SeaTac, WA12 mi$1,660$519,700$81,10414.7%n/a—
Bothell, WA13 mi$2,346$925,100$140,42716.6%n/a—
Edmonds, WA13 mi$1,903$890,100$122,44916.7%n/a—
Bothell West, WA14 mi$2,511$824,900$153,44929.0%n/a—
Lynnwood, WA15 mi$1,742$686,900$77,70419.6%n/aJobs
Sammamish, WA15 mi$2,857$1,407,300$239,69018.2%n/a—
Issaquah, WA15 mi$2,590$963,000$154,66912.8%n/a—
Fairwood, WA15 mi$2,233$733,200$122,13428.0%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 Seattle, WA 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 ⇅
Seattle, WA0 mi754,195
San Francisco, CA684 mi830,235
San Jose, CA714 mi990,138
Los Angeles, CA962 mi3,857,263
Denver, CO1,024 mi718,877
San Diego, CA1,059 mi1,389,526
Phoenix, AZ1,108 mi1,642,323
Oklahoma City, OK1,524 mi697,125
Fort Worth, TX1,658 mi963,194
Dallas, TX1,681 mi1,307,930
Chicago, IL1,732 mi2,711,226
Austin, TX1,769 mi979,539
San Antonio, TX1,784 mi1,479,835
Indianapolis, IN1,869 mi885,860
Houston, TX1,888 mi2,328,253
Columbus, OH2,009 mi914,802
Charlotte, NC2,283 mi903,844
Philadelphia, PA2,374 mi1,579,706
New York, NY2,407 mi8,483,844
Jacksonville, FL2,452 mi977,670

Nearby cities with open jobs (within 120 miles)

Sort:
City ⇅Straight-line distance ⇅Open jobs ⇅
Bellevue, WA9 mi75
Redmond, WA12 mi3
Lynnwood, WA15 mi3

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

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.

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 9 days ago. The full description is on this page and on The Muse.

Where is this job?

Seattle, WA.

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 Seattle is $2,030 a month and median household income $123,860 (ACS 2020–2024).

How old is this listing?

It was posted on 2026-10-30 (9 days ago). Jobs older than 90 days are not shown.

Are there similar jobs?

Yes: browse banking and wealth advisory jobs in Washington.

Sources and terms

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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