Wealth Management Client Associate: Elite Onboarding & Service
Bank of America ATM
Bank of America is seeking a Registered Wealth Management Client Associate in Naples, Florida. This role involves providing dedicated operational and sales support to Financial Advisors while serving established clients as a primary point of contact with Merrill. The ideal candidate will hold Series 7 and 66 or equivalent, have excellent communication skills, and possess knowledge of investment and banking products. Flexibility and a detail-oriented mindset are essential to thrive in this fast-paced environment. #J-18808-Ljbffr
Vacancy posted 11 hours ago
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