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Wealth Management Specialist: Client Planning
Job in
Missoula, Missoula County, Montana, 59812, USA
Listed on 2026-03-12
Listing for:
Bank of America
Full Time
position Listed on 2026-03-12
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management
Job Description & How to Apply Below
A leading financial institution seeks qualified candidates for their Wealth Management department. Responsibilities include client service, support, and documentation of client interactions. Candidates must hold Series 7 and SAFE ACT registrations, possess strong communication skills, and demonstrate expertise in either wealth planning or investment management. This role requires detail-oriented individuals who can manage multiple tasks effectively. A high school diploma is the minimum education requirement.
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