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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 9 days ago

No clicks

**Registered Private Wealth Client Associate**: Managing client portfolios (AUM $50M-$200M), conducting financial planning, and coordinating wealth management services. Key skills: Excel, Bloomberg, FactSet. Requires 3-7 years' experience in wealth management or related field. Senior Associate level.

Compensation
Not specified USD

Currency: $ (USD)

City
San Diego
Country
United States

Full Job Description

Registered Private Wealth Client Associate

Compensation

Not specified USD

City: San Diego

Country: United States

Bank of America Merrill Lynch logo
Bulge Bracket Investment Banks

9 days ago

No clicks

at Bank of America Merrill Lynch

ExperiencedNo visa sponsorship

**Registered Private Wealth Client Associate**: Managing client portfolios (AUM $50M-$200M), conducting financial planning, and coordinating wealth management services. Key skills: Excel, Bloomberg, FactSet. Requires 3-7 years' experience in wealth management or related field. Senior Associate level.

Full Job Description