At a Glance
- Tasks: Support Financial Advisors by onboarding clients and maintaining relationships.
- Company: Join Bank of America Merrill, a leader in wealth management.
- Benefits: Enjoy competitive pay, career growth, and a supportive team environment.
- Other info: Ideal for those passionate about client service and finance.
- Why this job: Make a difference in clients' financial journeys while developing your skills.
- Qualifications: Must have Series 7 and 66 licenses, plus strong communication skills.
The predicted salary is between 63000 - 77000 $ per year.
Bank of America Merrill Wealth Management seeks a Registered Wealth Management Client Associate in a sales-support capacity.
You will serve multiple Financial Advisors, onboarding and maintaining client relationships while coordinating with cross-line partners.
Fully registered licenses are required and privacy is paramount.
Ideal candidates have Series 7 and 66 (or 63/65), 2+ years post‑secondary education or 4+ years’ experience, and a strong client-service mindset with excellent communication
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Wealth Management Client Associate employer: Talentify
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