at Bank of America Merrill Lynch

Bulge Bracket Investment Banks

Posted 8 days ago

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**Private Wealth Client Associate** needed for growing Investment Management Firm. Manage client relationships, perform portfolio analysis using CEFA and CHARTERED alternatives, and support wealth planning strategies. Requires 3-5 years' experience, Series 65/79/82 licenses, and proficiency in Bloomberg, FactSet, Trustee, and Argos platforms. Bachelor's degree in Finance, Economics, or related field essential.

Compensation

Not specified USD

Currency: $ (USD)

City

Minneapolis

Country

United States