Wealth Management Client Associate: Elite Onboarding & Service
Job in
Naples, Collier County, Florida, 33939, USA
Listed on 2026-05-30
Listing for:
Bank of America
Full Time
position Listed on 2026-05-30
Job specializations:
-
Finance & Banking
Financial Sales, Financial Services, Banking & Finance, Financial Analyst
Job Description & How to Apply Below
Bank of America is seeking a Registered Wealth Management Client Associate in Naples, Florida. This role involves providing dedicated operational and sales support to Financial Advisors while serving established clients as a primary point of contact with Merrill.
The ideal candidate will hold Series 7 and 66 or equivalent, have excellent communication skills, and possess knowledge of investment and banking products. Flexibility and a detail-oriented mindset are essential to thrive in this fast-paced environment.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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