Wealth Management Client Advocate
Bank of America ATM
Bank of America’s Merrill Wealth Management division seeks a client‑service oriented professional to support multiple Financial Advisors. You will handle service requests, educate clients on bank offerings, and help maintain materials with a client‑first mindset. The role emphasizes risk awareness, adherence to policies, and collaboration across the advisory team. Qualifications include FINRA SIE, Series 7, and Series 66, with a strong knowledge of investments and a proactive, detail‑oriented #J-18808-Ljbffr Bank of America
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Client Advocate in Westborough, MA vacancy
$25 - $45 per hour
Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for... ...guidance.Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through...SuggestedHourly payFull timeSeasonal workWork at officeWork from homeDay shift- ...Registered Wealth Management Client Associate Westborough, Massachusetts To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
Bank of America
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Northern Essex Community College
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- ...equal justice and human dignity by supporting our clients in achieving their legal and life goals. We zealously advocate for the rights of individuals and promote just... ...steadfast commitment to: (1) Ensure that CPCS management and staff members represent a broad range of...Work at officeRemote work
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$200k - $225k
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