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Banking & Finance Financial Services Financial Advisor Financial Consultant

Wealth Management Client Relations Lead

Job in Walnut Creek, Contra Costa County, California, 94598, USA
Listing for: Bank of America
Full Time position
Listed on 2026-01-24
Job specializations:
  • Finance & Banking
    Banking & Finance, Financial Services, Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A leading financial institution in Walnut Creek is seeking a Client Relationship Specialist to support the Financial Advisor team. Responsibilities include enhancing and managing client relationships, assisting with investment discussions, and ensuring compliance with regulatory requirements. Ideal candidates will have a high school diploma, relevant licenses, and strong communication skills. This on-site role values diversity and offers a competitive salary and benefits package.
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