Full-Time

Registered Wealth Management Client Associate

Confirmed live in the last 24 hours

Bank of America

Bank of America

10,001+ employees

Provides banking and financial services globally

Fintech
Financial Services

Junior, Mid

West Palm Beach, FL, USA

Category
Asset Management
Financial Planning and Analysis (FP&A)
Insurance
Investment Banking
Private Equity
Risk Management
Sales & Trading
Treasury
Venture Capital
Finance & Banking
Required Skills
Word/Pages/Docs
Salesforce
Excel/Numbers/Sheets
Requirements
  • Candidates are required to currently hold Series 7 & 66 or 63/65
  • Bilingual in Spanish strongly preferred
  • 2+ years post high school education and/or 4+ years of professional or relevant internship experience; Undergraduate degree a plus
  • Product Knowledge: Foundational knowledge of investment and banking products
  • Microsoft Word, Excel, and PowerPoint experience with Salesforce a plus
  • Professional verbal and written communication
Responsibilities
  • Work with highly affluent clients
  • Lead end-to-end onboarding and maintenance activities for new and existing clients.
  • Provide products and services to each client, working with cross line of business partners
  • Use creativity to tackle complex problems; Manage client servicing requests and account maintenance; Use multiple communication methods to ensure a consistent and exceptional client service experience.
  • Act as a key team member leading our clients’ digital experience with the firm
  • Create ease of access and interaction, while protecting their privacy and security
  • Find opportunities to innovate every day

Bank of America provides a wide range of financial services to individuals, small and medium-sized businesses, and large corporations. Their offerings include banking, investing, asset management, and risk management products. The company serves around 56 million consumer and small business clients in the U.S. and is recognized as a leading wealth management firm. Additionally, Bank of America is a major player in corporate and investment banking, as well as trading. What sets Bank of America apart from its competitors is its extensive client base and comprehensive service offerings that cater to various financial needs. The company's goal is to help clients achieve their financial objectives through a diverse array of financial solutions.

Company Stage

IPO

Total Funding

N/A

Headquarters

Charlotte, North Carolina

Founded

1904

Simplify Jobs

Simplify's Take

What believers are saying

  • Bank of America is exploring blockchain for faster, secure cross-border payments.
  • The bank collaborates with fintech firms to enhance digital offerings.
  • It invests significantly in cybersecurity to protect customer data and maintain trust.

What critics are saying

  • Increased competition in the credit facility market may impact market share.
  • Large corporations raising capital through share sales could affect traditional banking services.
  • The rise of fintech platforms could disrupt traditional syndicated loan processes.

What makes Bank of America unique

  • Bank of America is a global leader in corporate and investment banking.
  • The company is committed to a $1 trillion sustainable finance goal by 2030.
  • It invests heavily in AI-driven customer service tools for enhanced user experience.

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