
Registered Private Wealth Client Associate
At Bank of America, we believe in taking our clients’ financial health to the next level. We are looking for an ambitious, motivated and passionate Registered Private Wealth Client Associate to join our team. The successful candidate will provide comprehensive service to high-net-worth clients and ensure their financial objectives are met. They should have a deep understanding of investment and banking products and services, as well as excellent interpersonal and communication skills. The ideal candidate must have at least three years of experience in the financial services industry, with a focus on private wealth management. They should possess a Bachelor’s degree in business, finance, accounting, or a related field, as well as hold a valid FINRA Series 7, 66, and 24 licenses. The successful candidate will also have a proven record of providing excellent customer service, as well as a commitment to providing financial education to clients. If you have the qualifications and a passion for helping clients achieve their financial goals, then we want to hear from you!
Strong Communication Skills
Knowledge Of Financial Products
Bachelor's Degree In Finance Or Related Field
Organizational Skills
Proficient In Microsoft Office
Detail-Oriented
Experience In Client Service
Understanding Of Customer Service Principles
Risk Management
Financial Analysis
Research
Data Analysis
Communication
Negotiation
Client Service
Presentation
Report Writing
Relationship Building
Portfolio Management
Regulatory compliance
Problem-Solving
Asset allocation
Investment planning
Communication
Conflict Resolution
Leadership
Time management
Interpersonal Skills
creativity
Critical thinking
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Registered Private Wealth Client Associate in Austin, TX, USA is $45,000 to $90,000 per year. This includes base salary, commission, bonuses, and other forms of compensation.
The salary range for a Registered Private Wealth Client Associate in Austin, TX, USA can vary depending on factors such as the individual’s experience, the company they work for, and the current market conditions. However, the average salary range for this position is typically between $45,000 to $90,000 per year.
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Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management, Global Banking, Global Markets, and Legacy Assets and Servicing. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses.

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