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Wealth Management ADP: Client Associate to Advisor

Job in Palo Alto, Santa Clara County, California, 94306, USA
Listing for: Bank of America
Full Time position
Listed on 2026-02-01
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Services
Salary/Wage Range or Industry Benchmark: 33.65 USD Hourly USD 33.65 HOUR
Job Description & How to Apply Below
A leading financial institution in Palo Alto is seeking a Wealth Management Client Associate as part of the Advisor Development Program. This entry-level role provides crucial client service support to Financial Advisors and emphasizes building strong client relationships. Successful candidates will engage in training to obtain necessary industry licenses and progressively train to become Financial Advisors.

This role offers competitive hourly pay and benefits, along with a robust training foundation for a career in wealth management.
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Position Requirements
10+ Years work experience
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