Bank of America

Registered Private Wealth Client Associate

Bank of America

Key West, Florida 33040, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

At Bank of America, we strive to ensure our clients receive the best service and support. We are looking for a Registered Private Wealth Client Associate to join our team and provide exceptional service and advice to our high net worth clients. This position requires an individual with excellent customer service skills, attention to detail, and a passion for client engagement. The successful candidate will possess the required qualifications and demonstrate a professional, yet personal, demeanor when engaging with clients. The ideal candidate should have a Bachelor’s degree in business, finance, or a related field, along with at least three years of experience in the financial services industry. In addition, the candidate should have a valid Series 7 and Series 66 license, as well as a valid life and health license. The candidate must also be familiar with the regulations and compliance requirements of the Financial Industry Regulatory Authority (FINRA). Furthermore, the candidate should be able to demonstrate strong problem-solving skills, be comfortable with learning new technologies, and possess excellent communication and organizational skills.

Where is this job?
This job is located at Key West, Florida 33040, USA
Job Qualifications
  • Communication

  • Knowledge Of Financial Products And Services

  • Finance

  • Or Related Field

  • Bachelor's Degree In Business

  • Proficiency In Microsoft Office

  • Strong Customer Service

  • Attention To Detail And Accuracy

  • And Interpersonal Skills

  • Ability To Work Independently And Collaboratively

  • Ability To Multi-Task And Prioritize

  • Ability To Adhere To Strict Regulatory And Compliance Standards

Required Skills
  • Risk Management

  • Financial Analysis

  • Research

  • Data Entry

  • Communication

  • Attention to detail

  • Problem Solving

  • customer service

  • Critical Thinking

  • Investment Management

  • Portfolio Management

  • Regulatory compliance

  • Client Relations

  • Portfolio analysis

  • Wealth planning

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • Organization

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Registered Private Wealth Client Associate in Key West, Florida 33040, USA is $34,000 - $41,000 per year. This range may vary depending on experience and qualifications.

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 BeforeJanuary 18th, 2025
This job posting is from a verified source. 
Reposted

Apply with Video Cover Letter Add a warm greeting to your application and stand out!

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.

Frequently asked questions

Get interviewed today!

JobzMall is the world‘ s largest video talent marketplace.It‘s ultrafast, fun, and human.

Get Started