Remote-Eligible Wealth Management Client Associate

Bank of America

Bank of America in Summit, NJ seeks a Wealth Management Client Associate to support Financial Advisors and deliver tailored solutions. You will communicate with clients, educate them on offerings, and ensure timely, accurate client materials. The role emphasizes risk-aware, client-centric service in a collaborative setting. The position requires licenses (SIE, Series 7, 66 or 63/65), strong investment product knowledge, and a proactive, results-driven attitude. #J-18808-Ljbffr

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Vacancy posted 11 hours ago

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