Wealth Management Client Associate (Licensed)
Bank of America ATM
Bank of America in Frisco, TX seeks a Wealth Management Client Service Associate to support Financial Advisors and clients with service needs, education on offerings, and timely follow-up. You will help protect client data and ensure accuracy in materials while collaborating with the FA team to deepen client relationships. The role requires FINRA SIE, Series 7, and 66 (or 63/65), and a high school diploma, with on-site attendance per policy. Prior client service experience is a plus. #J-18808-Ljbffr Bank of America
Vacancy posted 20 hours ago
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