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Wealth Management Client Associate & Advisor Support

Job in Winter Park, Orange County, Florida, 32792, USA
Listing for: Bank of America
Full Time position
Listed on 2026-03-02
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
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 in Winter Park seeks a Financial Advisor Assistant to provide exceptional client service support. The role involves direct communication with clients, ensuring all service needs are met, and collaborating with Financial Advisors. Candidates must hold relevant financial qualifications and demonstrate a client-centric mindset. The position requires advanced knowledge of investment products and proficiency in relevant software.

A High School Diploma or equivalent is essential. The workplace embraces a flexible, in-office culture.
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Position Requirements
10+ Years work experience
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