at Bank of America Merrill Lynch

Bulge Bracket Investment Banks

Posted 20 days ago

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**Wealth Management Client Associate** needed in West Central Michigan. Serve as primary client contact, managing portfolios and facilitating financial planning. Leverage wealth management software (Advent, Aladdin) and investment tools (Thomson Reuters). Bring 3-5 years' experience in wealth management, exceptional client service skills, and CFA/FP certification (preferred but not required). Demonstrate strong financial markets knowledge and the ability to thrive in a team environment.

Compensation

Not specified USD

Currency: $ (USD)

City

Not specified

Country

United States