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Registered Private Wealth Client Associate

ExperiencedNo visa sponsorship
Bank of America Merrill Lynch logo

at Bank of America Merrill Lynch

Bulge Bracket Investment Banks

Posted 7 days ago

No clicks

**Private Wealth Client Associate** role seeks a registered professional to support client relationships. Duties include investment analysis, portfolio management, and client service. Requires Series 7, 66 licenses, plus 3+ years in wealth management. Proficiency in Bloomberg, FactSet, and Microsoft Office essential. Bachelor's degree mandatory.

Compensation
Not specified USD

Currency: $ (USD)

City
Not specified
Country
United States

Full Job Description

Registered Private Wealth Client Associate

Compensation

Not specified USD

City: Not specified

Country: United States

Bank of America Merrill Lynch logo
Bulge Bracket Investment Banks

7 days ago

No clicks

at Bank of America Merrill Lynch

ExperiencedNo visa sponsorship

**Private Wealth Client Associate** role seeks a registered professional to support client relationships. Duties include investment analysis, portfolio management, and client service. Requires Series 7, 66 licenses, plus 3+ years in wealth management. Proficiency in Bloomberg, FactSet, and Microsoft Office essential. Bachelor's degree mandatory.

Full Job Description