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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 5 days ago

No clicks

**Wealth Management Client Associate:** Collaborate with senior advisors on wealth planning, client relationship management, & investment analysis. Leverage Bloomberg Terminal, Charles River, & FactSet for portfolio management. Bring 3-5 years of wealth management experience, exceptional client service skills, & a Series 7 license. Assist in regulatory compliance & report preparation.

Compensation
Not specified

Currency: Not specified

City
Not specified
Country
United States

Full Job Description

Wealth Management Client Associate

Compensation

Not specified

City: Not specified

Country: United States

Bank of America Merrill Lynch logo
Bulge Bracket Investment Banks

5 days ago

No clicks

at Bank of America Merrill Lynch

GraduateNo visa sponsorship

**Wealth Management Client Associate:** Collaborate with senior advisors on wealth planning, client relationship management, & investment analysis. Leverage Bloomberg Terminal, Charles River, & FactSet for portfolio management. Bring 3-5 years of wealth management experience, exceptional client service skills, & a Series 7 license. Assist in regulatory compliance & report preparation.

Full Job Description