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Wealth Management Client Associate — Client
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-03-15
Listing for:
Bank of America
Full Time
position Listed on 2026-03-15
Job specializations:
-
Finance & Banking
Financial Services, Financial Advisor
Job Description & How to Apply Below
Location: New York
A major financial institution in New York is seeking a client-focused associate to provide exceptional service and support in wealth management. The role requires substantial client interaction, showcasing advanced knowledge of investment products, and a commitment to maintaining high standards of client care. With a strong emphasis on teamwork and personal development, candidates should possess relevant qualifications such as FINRA SIE and Series
7. This position offers competitive hourly pay and benefits.
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Position Requirements
10+ Years
work experience
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