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Wealth Management Client Associate

GraduateNo visa sponsorship
Bank of America Merrill Lynch logo

at Bank of America Merrill Lynch

Bulge Bracket Investment Banks

Posted 11 days ago

No clicks

Join a client-facing wealth management team to support advisors in delivering financial planning and investment guidance. You will assist with client onboarding, prepare documentation, coordinate trades, and help manage client relationships under supervision. The role provides exposure to wealth management products, risk profiling, compliance, and CRM tools, ideal for a recent graduate pursuing a career in financial services.

Compensation
Not specified USD

Currency: $ (USD)

City
Dallas
Country
United States

Full Job Description

Apply now

SIMILAR OPPORTUNITIES

No similar opportunities available at the moment.

Wealth Management Client Associate

Compensation

Not specified USD

City: Dallas

Country: United States

Bank of America Merrill Lynch logo
Bulge Bracket Investment Banks

11 days ago

No clicks

at Bank of America Merrill Lynch

GraduateNo visa sponsorship

Join a client-facing wealth management team to support advisors in delivering financial planning and investment guidance. You will assist with client onboarding, prepare documentation, coordinate trades, and help manage client relationships under supervision. The role provides exposure to wealth management products, risk profiling, compliance, and CRM tools, ideal for a recent graduate pursuing a career in financial services.

Full Job Description

SIMILAR OPPORTUNITIES

No similar opportunities available at the moment.