at Bank of America Merrill Lynch
Bulge Bracket Investment BanksPosted 6 days ago
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**Wealth Management Client Associate:** Support high-net-worth clients, coordinate investment strategies, and manage relationships. Key responsibilities include conducting client reviews, preparing financial plans, and collaborating with wealth management teams. Required skills: Series 7 & 66 licenses, proficient in Albridge, Juncture, and onboarding tools. 3-7 years' experience in wealth management, ideally serving ultra-high net worth clients.
- Compensation
- Not specified USD
- City
- Houston
- Country
- United States
Currency: $ (USD)
