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Financial Consultant

Wealth Management Client Associate — Advisor Pathway

Job in Mount Pleasant, Charleston County, South Carolina, 29466, USA
Listing for: Bank of America
Full Time position
Listed on 2026-02-04
Job specializations:
  • Finance & Banking
    Financial Consultant
  • Sales
Job Description & How to Apply Below
A leading financial institution in South Carolina is looking for a Wealth Management Client Associate in their Advisor Development Program. This entry-level position involves client service support for Financial Advisors and requires obtaining necessary licenses like SIE, Series 7, and Series 66. Successful candidates will build strong client relationships and progress through the development program towards becoming a Financial Advisor.

The role provides training and resources to navigate the complex financial landscape effectively.
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Position Requirements
10+ Years work experience
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