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Financial Advisor Financial Services

Wealth Management Client Associate — Onboarding & Service

Job in Boca Raton, Palm Beach County, Florida, 33481, USA
Listing for: Bank of America
Full Time position
Listed on 2025-12-30
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Services
Job Description & How to Apply Below
A leading financial institution is seeking a Registered Wealth Management Client Associate to support Financial Advisors with dedicated operational and sales tasks. Responsibilities include managing client relationships, onboarding new clients, and providing an exceptional service experience. The ideal candidate will hold Series 7 & 66 licenses and have 2+ years of relevant experience. Strong communication skills and product knowledge are essential.
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Position Requirements
10+ Years work experience
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