Wealth Management Client Associate jobs at Bank Of America in United States, Bellevue

Are you looking to be part of a world-renowned financial services team? Bank of America in Bellevue is looking for a passionate and dedicated individual to join their Wealth Management Client Associate team! This role provides support to Wealth Management clients by delivering an extraordinary experience rooted in technology and financial expertise. As a Wealth Management Client Associate, you will leverage the latest technology to help clients understand and manage their comprehensive range of wealth management needs. You will listen to their needs and provide solutions to help them maximize their financial goals. On a day-to-day basis, you will build relationships and anticipate the needs of clients while delivering tailored solutions. You will develop a deep understanding of the Bank of America's suite of products, often seeking innovative ways to enhance the offerings. It will be critical to understand the client's financial ambitions and match their individual needs to the Bank’s services. You will provide referrals and financial planning services as well as leading client meetings. This is an ideal role for motivated individuals who have strong technology skills and a passion for the financial markets. We would prefer you to have several years of experience in a similar role as well as a certification or degree in relevant fields. As a Wealth Management Client Associate in Bank of America, you will have access to a premier suite of technology tools, a supportive and enriching team environment, and be part of a Fortune 500 organization. Apply today on Expoint and take the first step to be part of one of the world’s premier financial teams!