at Bank of America Merrill Lynch

Bulge Bracket Investment Banks

Posted 5 days ago

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**Wealth Management Client Associate**: Facilitate comprehensive financial planning for high-net-worth clients. Key responsibilities include portfolio analysis, investment strategy development, and client relationship management. Requires 3-5 years in wealth management, proficiency with CRM software, and strong knowledge of investment products. Must hold Series 7 & 66 licenses.

Compensation

Not specified USD

Currency: $ (USD)

City

Not specified

Country

United States