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Wealth Management Client Associate: Client-Focused
Job in
Boca Raton, Palm Beach County, Florida, 33481, USA
Listed on 2026-06-18
Listing for:
Bank of America
Full Time
position Listed on 2026-06-18
Job specializations:
-
Finance & Banking
Banking & Finance, Financial Sales -
Sales
Banking & Finance, Financial Sales
Job Description & How to Apply Below
Bank of America is looking for a Registered Wealth Management Client Associate in Boca Raton, Florida. This role provides operational and sales support to Financial Advisors and ensures excellent client service while managing client relationships and bank policies.
The ideal candidate has FINRA qualifications, industry knowledge, and a client-first approach, demonstrating skills in communication and client solutions. The role requires a High School diploma and proficiency in Microsoft applications.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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