Wealth Management Client Associate – Advisor Pathway
Job in
Columbia, Lexington County, South Carolina, 29228, USA
Listed on 2026-02-05
Listing for:
Bank of America
Full Time
position Listed on 2026-02-05
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Sales, Financial Consultant, Banking & Finance
Job Description & How to Apply Below
A leading financial institution in Columbia, South Carolina is offering a Wealth Management Client Associate position aimed at qualifying candidates for a Financial Advisor role. The candidate will provide essential support to Financial Advisors, develop client relationships, and undertake licensing training for the Securities Industry. This role emphasizes proactive client engagement, effective communication, and ongoing professional development. Ideal for self-starters with a strong customer focus, it offers comprehensive training opportunities and career advancement in wealth management.
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Position Requirements
10+ Years
work experience
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