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Advisor Development Program Client Associate

GraduateNo visa sponsorship
Bank of America Merrill Lynch logo

at Bank of America Merrill Lynch

Bulge Bracket Investment Banks

Posted 13 days ago

No clicks

**Client Associate needed for Advisor Development Program.** Collaborate with financial advisors, craft personalized investment strategies, leverage industry-leading platforms (e.g., Fidelity, Schwab), require 1-3 years' experience in financial services, strong communication, analytical skills, CFA charterholder or candidates preferred. Familiarity withComposite, FactSet beneficial. Build client relationships, manage portfolio drafts, present investment insights.

Compensation
Not specified

Currency: Not specified

City
Birmingham
Country
United States

Full Job Description

Advisor Development Program Client Associate

Compensation

Not specified

City: Birmingham

Country: United States

Bank of America Merrill Lynch logo
Bulge Bracket Investment Banks

13 days ago

No clicks

at Bank of America Merrill Lynch

GraduateNo visa sponsorship

**Client Associate needed for Advisor Development Program.** Collaborate with financial advisors, craft personalized investment strategies, leverage industry-leading platforms (e.g., Fidelity, Schwab), require 1-3 years' experience in financial services, strong communication, analytical skills, CFA charterholder or candidates preferred. Familiarity withComposite, FactSet beneficial. Build client relationships, manage portfolio drafts, present investment insights.

Full Job Description