Wealth Management Client Associate: Client Onboarding & Support
Job in
Naples, Cumberland County, Maine, 04055, USA
Listed on 2025-12-27
Listing for:
Bank of America
Full Time
position Listed on 2025-12-27
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management, Financial Consultant, Financial Services
Job Description & How to Apply Below
A leading wealth management firm is seeking a Registered Wealth Management Client Associate to provide comprehensive support to Financial Advisors. The role is crucial in managing affluent client relationships, requiring Series 7 and 66 certifications and strong problem-solving skills. Candidates should possess excellent communication abilities and a detail-oriented mindset, thriving in a fast-paced environment. This position offers a full-time schedule with 37.5 hours per week.
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Position Requirements
10+ Years
work experience
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