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

Mid, Senior

Boca Raton, 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

You match the following Bank of America's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • Candidates are required to currently hold Series 7 & 66 or 63/65
  • 2+ years post high school education and/or 4+ years of professional or relevant internship experience; Undergraduate degree a plus
  • Foundational knowledge of investment and banking products
  • Energetic individual that is self-motivated, coachable, and flexible in thought
  • Detail oriented
  • 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
Desired Qualifications
  • Microsoft Word, Excel, and PowerPoint experience with Salesforce a plus
  • Invested in personal development
  • Enjoys a fast-paced environment with changing and evolving responsibility
  • Consistently pursues client experience excellence
  • Works quickly to fulfill client needs delivering complex solutions
  • Frequent communication, and an abundance of discretion with sensitive information

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

  • Focus on digital banking enhances customer experience and operational efficiency.
  • Expansion in wealth management aligns with global trends in personalized services.
  • Partnerships in blockchain solutions offer faster, secure transactions.

What critics are saying

  • Increased competition in credit facilities may impact market share.
  • Large corporations raising capital through share sales could affect liquidity management.
  • Syndicated loan platforms may disrupt traditional lending models.

What makes Bank of America unique

  • Bank of America is a leader in corporate and investment banking globally.
  • The bank is a key player in sustainable finance and green bonds.
  • It heavily invests in AI for risk management and fraud detection.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Paid Vacation

Paid Sick Leave

Flexible Work Hours

Remote Work Options

Professional Development Budget

Conference Attendance Budget