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Financial Sales Wealth Management

Wealth Management Client Associate

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: Bank of America
Full Time position
Listed on 2026-07-13
Job specializations:
  • Finance & Banking
    Financial Sales, Wealth Management
Salary/Wage Range or Industry Benchmark: 45000 - 65000 USD Yearly USD 45000.00 65000.00 YEAR
Job Description & How to Apply Below
A leading financial institution located in Dallas is seeking a motivated Client Associate to provide exemplary client service in a dynamic environment. Candidates must possess the appropriate FINRA licenses or obtain them after hiring. The role emphasizes building and maintaining client relationships while supporting both client needs and team activities. Applicants should be equipped with a strong client-centric mindset and demonstrate proficiency in various office software, including Salesforce and Microsoft Office tools.

This position offers a structured work schedule focused on client engagement.
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Position Requirements
10+ Years work experience
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