Wednesday , February 8 2023

Boa Careers – Wealth Management Client Associate

Website Bank of America

Job Description:

The Wealth Management Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA’s). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FA’s. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch. Fully registered Wealth Management CA (Series 7 & 66 (63/65)). Fully paid or partially paid by the FA.

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Job Requirements:

  • Minimum of 1+ year’s professional or relevant internship experience
  • If Series 7 and 66 licenses or Series 7, 63 and 65 licenses are not currently held, must be obtained within a specified timeframe if being hired into a registered job code
  • Strong communication, time management, and organizational skills
  • Knowledge of investment and banking products, policies & procedures
  • Strong client service & technical skills (MS Word & Excel)

Job Details:

Company: Bank of America

Vacancy Type:  Full Time

Job Location: Raleigh, NC, US

Application Deadline: N/A

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