Wealth Management Client Associate - Client Services Pro
Bank of America
Bank of America Merrill Wealth Management is seeking a detail-oriented professional to serve clients within wealth management and banking offerings. The role emphasizes educating clients, maintaining accurate client materials, and supporting risk management with adherence to policies. The position requires FINRA SIE, Series 7, and Series 66 licenses (63/65 accepted in lieu) and a strong knowledge of investment products, with the ability to learn new platforms and adapt in a dynamic environment. #J-18808-Ljbffr Bank of America
Vacancy posted 5 hours ago
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