at Bank of America Merrill Lynch

Bulge Bracket Investment Banks

Posted 6 days ago

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**Wealth Management Client Associate:** Oversee client relationships and investment strategies. Key responsibilities: Manage portfolios, conduct financial planning, coordinate with cross-functional teams. Required: Proven experience in wealth management, strong financial acumen, proficient in CRM systems (KRONOS), MS Office Suite. Bachelor's degree minimum, CFP or CFA preferred.

Compensation

Not specified

Currency: Not specified

City

Not specified

Country

United States