Wealth Management Client Associate — Client-First Support
Bank of America
Merrill Wealth Management, a unit of Bank of America, is hiring in Newport Beach, CA. The role focuses on educating clients on banking and investment offerings, coordinating with Financial Advisors, and ensuring service excellence within a client-first framework. Licensure in SIE, Series 7, and Series 66 (or 63/65) is required or must be completed after hire; strong knowledge of investment products and proactive relationship management are essential. #J-18808-Ljbffr Bank of America
Vacancy posted more than 2 months ago
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