at Bank of America Merrill Lynch

Bulge Bracket Investment Banks

Posted 11 days ago

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**Registered Private Wealth Client Associate**: Experienced professional sought to manage high-net-worth client relationships. Key duties involve financial planning, account management, and investment analysis. Required: Series 7/65 licenses, 5+ years in wealth management, proficient in Aladdin,Charles River, and Goldsun, CPA/CFP a plus.

Compensation

Not specified USD

Currency: $ (USD)

City

Not specified

Country

United States