Bank of America

Registered Wealth Management Client Associate

Bank of America

Tampa, FL, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

We are looking for a highly motivated and dedicated individual to join our team in the role of Registered Wealth Management Client Associate at Bank of America. As the first point of contact for clients, the ideal candidate should have excellent communication and customer service skills, as well as the ability to build and maintain relationships with clients. Additionally, the successful candidate will have a comprehensive understanding of the financial services industry, with a particular focus on wealth management. If you have a passion for helping others and are ready to join a leading banking institution, we would love to hear from you.The successful candidate must possess the following qualifications:• Bachelor's degree in business, finance, or a related field• At least 5 years of experience in the financial services industry, with a focus on wealth management• Certified Financial Planner (CFP) designation preferred• In-depth knowledge of financial planning and investment strategies• Excellent customer service and communication skills• Ability to build strong relationships with clients• Proficiency in Microsoft Office Suite• Highly organized and able to multi-task in a fast-paced environmentIf you believe you have the skills and experience to excel in this role, we would love to hear from you.

Where is this job?
This job is located at Tampa, FL, USA
Job Qualifications
  • Ability To Work In A Team Environment

  • Bachelor's Degree In Accounting

  • Excellent Communication And Interpersonal Skills

  • Proficiency In Microsoft Office Suite

  • Strong Customer Service Skills

  • Knowledge Of Bank Of America Products And Services

  • Working Knowledge Of The Financial Services Industry

  • Finance Or Related Field

  • Finra Series And Series Licenses

Required Skills
  • Accounting

  • Banking

  • Research

  • Planning

  • Reporting

  • Compliance

  • Trading

  • Analysis

  • service

  • Regulatory

  • Tax

  • Risk

  • Solutions

  • Investment

  • Estate

Soft Skills
  • Communication

  • Decision Making

  • Leadership

  • Time management

  • Interpersonal Skills

  • Organization

  • Critical thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Registered Wealth Management Client Associate in Tampa, FL, USA is $43,863 to $84,619 per year. This salary range is based on the salaries reported by employers, and is an estimate based on the current job market in the area.

Additional Information
Bank of America is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedApril 6th, 2023
Apply BeforeAugust 19th, 2025
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About Bank of America

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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