Registered Wealth Management Client Associate jobs at Bank Of America

Are you looking to join the tech industry in a challenging, dynamic, and rewarding role? Bank of America has an exciting opening for a Registered Wealth Management Client Associate in its tech divisional office. As an integral member of the Wealth Management team, you will be providing tailored support to clients, cultivating relationships, and playing a critical role in teaching clients how to maximize their investments. The Bank of America Registered Wealth Management Client Associate is a critical role within the tech division, ensuring that the team is equipped with the latest technology and knowledge to provide the best service to our clients. The role requires an insight into current and potential investments, coupled with exceptional organizational and interpersonal skills. The ideal candidate is passionate about the stock market and is able to think quickly while engaging with clients in a dynamic, interesting, and professional manner. Your responsibilities in the registered wealth management client associate role include helping customers of the bank create, maintain, and monitor their accounts and investments. You will work with clients to understand their financial goals, risk tolerance, and risk capacity while providing them with customized investment advice and strategies tailored to their individual needs. Additionally, you may have the opportunity to generate referrals from clients, provide independent research and make recommendations. At Bank of America, you will have access to the latest technologies and best practices for the tech industry. As part of the tech team, you will be mentored by industry veterans, gain in-depth knowledge, and get unrestricted access to the necessary resources to achieve your best in the role. At Bank of America, you’ll join an innovative team of professionals that value collaboration, interpersonal relationships, and providing tailored support to their clients. We look forward to having you onboard as a Registered Wealth Management Client Associate with our tech team!