Wealth Management Specialist - Client Solutions
Job in
Missoula, Missoula County, Montana, 59812, USA
Listed on 2026-07-30
Listing for:
Bank of America
Full Time
position Listed on 2026-07-30
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Bank of America is seeking a Financial Advisor support role in Missoula, Montana. The position involves assisting a team of Financial Advisors by providing quality client service, effective operations backend support, and resolving client inquiries through detailed analysis.
Ideal candidates will have strong communication and analytical skills, required qualifications including Series 7 and SAFE Act registration, and a commitment to high levels of client satisfaction. The role may require onsite work as per company policies.
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