Bank of America

Wealth Management Client Associate

Bank of America

San Diego, CA, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

Wealth Management Client Associates at Bank of America are the driving force behind our premier client experience. In this highly visible role, you'll be the go-to person for our clients, with a focus on providing exceptional service and personalized solutions. To be successful in this role, you must have a passion for helping people and a commitment to providing clients with the highest quality of service and solutions. We are looking for individuals with experience in financial services and a proven ability to build and maintain relationships. You should have excellent communication skills, both verbal and written, as well as a strong ability to listen and understand complex financial information. You should also be comfortable with technology, and have an understanding of the regulations, policies and procedures that drive the banking industry. A four-year college degree is required, and a relevant certification or advanced degree is preferred. At Bank of America, we believe in the power of our people. We're committed to creating an environment where everyone has the opportunity to excel and be their best, and we're looking for a Wealth Management Client Associate who shares our values. If you're ready to join a fast-paced, dynamic team and make a difference for our clients, we'd love to hear from you.

Where is this job?
This job is located at San Diego, CA, USA
Job Qualifications
  • Knowledge Of Financial Products And Services

  • Excellent Communication And Interpersonal Skills

  • Strong Customer Service Orientation

  • Proficiency In Microsoft Office Applications

  • Ability To Multitask And Prioritize

  • Demonstrated Organizational Skills

  • Understanding Of Financial Planning Principles

  • Professional Demeanor And Appearance

Required Skills
  • Risk Management

  • Financial Analysis

  • Data Analysis

  • Communication

  • Problem Solving

  • Negotiation

  • Relationship Management

  • Client Service

  • Portfolio Management

  • Regulatory compliance

  • Market analysis

  • Report generation

  • Tax Planning

  • Investment Strategies

  • Account Administration

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Negotiation

  • Problem Solving

  • Time management

  • Interpersonal Skills

  • Critical thinking

  • Teamwork

  • Adaptability

Compensation

According to JobzMall, the average salary range for a Wealth Management Client Associate in San Diego, CA, USA is between $50,000 and $90,000 per year. The salary range will vary depending on the size of the firm, the experience of the individual, and other factors.

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 BeforeJune 21st, 2025
This job posting is from a verified source. 
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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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