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Private Wealth Client Associate

ExperiencedNo visa sponsorship
Bank of America Merrill Lynch logo

at Bank of America Merrill Lynch

Bulge Bracket Investment Banks

Posted 3 days ago

No clicks

**Private Wealth Client Associate:** Lead high-net-worth client relationships, managing $10M+ portfolios. Key responsibilities: Provide tailored financial plans, analyze investment strategies, and collaborate with advisors. Required: 3+ years' wealth management experience, Series 7/65/66 certifications, proficient in Bloomberg Terminal and Charles River tools.

Compensation
Not specified USD

Currency: $ (USD)

City
Los Angeles
Country
United States

Full Job Description

Private Wealth Client Associate

Compensation

Not specified USD

City: Los Angeles

Country: United States

Bank of America Merrill Lynch logo
Bulge Bracket Investment Banks

3 days ago

No clicks

at Bank of America Merrill Lynch

ExperiencedNo visa sponsorship

**Private Wealth Client Associate:** Lead high-net-worth client relationships, managing $10M+ portfolios. Key responsibilities: Provide tailored financial plans, analyze investment strategies, and collaborate with advisors. Required: 3+ years' wealth management experience, Series 7/65/66 certifications, proficient in Bloomberg Terminal and Charles River tools.

Full Job Description