at Bank of America Merrill Lynch

Bulge Bracket Investment Banks

Posted 2 months ago

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**Wealth Management Client Associate** needed. Responsible for onboarding clients, managing portfolios, and providing tailored wealth strategies. Key skills: portfolio management, client relationship building, financial analysis. Required: 3+ years in wealth management, CFA/FP certifications preferred, proficiency in Aladdin and Charles River systems.

Compensation

Not specified USD

Currency: $ (USD)

City

Kingsport

Country

United States