at Bank of America Merrill Lynch
Bulge Bracket Investment BanksPosted 12 days ago
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**Wealth Management Client Associate:** Lead client relationships to deliver personalized, strategic wealth strategies. **Responsibilities:** Build rapport with UHNW clients, analyze financial profiles, and propose tailored investment plans. **Requirements:** Proven track record in wealth management, familiarity with portfolio management tools, Series 7 and 66 licenses, SAS experience preferred. 5+ years' experience in wealth management required.
- Compensation
- Not specified USD
- City
- Las Vegas
- Country
- United States
Currency: $ (USD)
