Remote-Eligible Wealth Management Client Associate
Remote / Online - Candidates ideally in
Frederick, Frederick County, Maryland, 21701, USA
Listed on 2026-07-26
Frederick, Frederick County, Maryland, 21701, USA
Listing for:
Bank of America
Remote/Work from Home
position Listed on 2026-07-26
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales, Banking & Finance
Job Description & How to Apply Below
Bank of America is seeking a client service professional to support Financial Advisors by delivering tailored banking solutions and maintaining strong client relationships. The role emphasizes accuracy, timely follow-up, and adherence to policies to protect clients and drive operational excellence.
Ideal candidates will hold FINRA SIE, Series 7, and Series 66, possess investment product knowledge, and thrive in a fast-paced environment with evolving responsibilities.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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