
Registered Wealth Management Client Associate
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.
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
Accounting
Banking
Research
Planning
Reporting
Compliance
Trading
Analysis
service
Regulatory
Tax
Risk
Solutions
Investment
Estate
Communication
Decision Making
Leadership
Time management
Interpersonal Skills
Organization
Critical thinking
Teamwork
Adaptability
Problem-Solving
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.
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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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