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Submitted URL: http://track.kimblegroup.com/9155289/c?p=Q9hwQlnrhRvsSklKxRTHTuT0UU0UO1Ohin9PRGY04szKzJdiVXBbRJIcN17dbqaZXmlFgopf35MGgZWCpnjw...
Effective URL: https://jenniejohnson.com/job?id=ef3d94bbefeff68ec1e946896f9fcd668e32286499faed7c1b24d73cd6c51a1f&utm_source=kg&utm_medium...
Submission: On July 19 via manual from US — Scanned from US

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Text Content

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BANK OF AMERIC


REGISTERED WEALTH MANAGEMENT CLIENT ASSOCIATE


CHARLOTTESVILLE, VAPOSTED 25 DAYS AGO


COMPANY OVERVIEW

Bank of America is a leading multinational financial services company
headquartered in Charlotte, North Carolina. It offers a wide range of banking
and financial products, including consumer banking, wealth management, and
corporate and investment banking. The company generates revenue through interest
income, fees, and investment services. Founded in 1904 as Bank of Italy, it has
grown through strategic acquisitions, including Merrill Lynch in 2008, to become
one of the largest banks in the United States.


JOB SUMMARY

 * Job post source:
   
   This job is directly from Bank of America

 * Job overview:
   
   The Registered Wealth Management Client Associate at Bank of America is
   responsible for providing client service support to multiple Financial
   Advisors, ensuring operational excellence and client advocacy.

 * Responsibilities and impact:
   
   Daily responsibilities include educating clients on banking services,
   ensuring accuracy in client materials, aligning practices with bank policies,
   maintaining client relationships, and supporting team activities with a
   client-first mindset.

 * Experience and skills:
   
   Required qualifications include FINRA Securities Industry Essentials (SIE),
   Series 7, and 63/65 or 66, with advanced industry knowledge and understanding
   of investment products.

 * Career development:
   
   Working at Bank of America offers opportunities for learning, growth, and
   making an impact within a diverse and inclusive workplace.

 * Work environment and culture:
   
   The company emphasizes a diverse and inclusive workplace, offering
   flexibility and competitive benefits to support employees' well-being.

 * Company information:
   
   Bank of America is committed to helping make financial lives better through
   responsible growth and a focus on client service.

Power applyOriginal Job Description


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