Wealth Management Client Associate — Client Solutions & Support
Job in
Cape Coral, Lee County, Florida, 33990, USA
Listed on 2026-08-25
Listing for:
Bank of America
Full Time
position Listed on 2026-08-25
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales
Job Description & How to Apply Below
Bank of America Merrill Wealth Management seeks a Registered Wealth Management Client Associate to support Financial Advisors with client service and sales activities. The role emphasizes educating clients on banking and investment offerings, timeliness, accuracy, and risk-conscious operations.
It requires FINRA registrations (SIE, Series 7, 66 or 63/65) and strong knowledge of investment products. A client-centric mindset and adaptability to new platforms are essential for success in a
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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