Private Wealth Client Associate - Client Services Lead
bank of americaFrederick, MD
$28–$45
APPLY (opens in a new tab)Private Wealth Client Associate - Client Services Lead
bank of americaFrederick, MDMid L4
$28–$45
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsPersonal Care and Service Workers, All Other
Portfolio Management and Investment AdviceCommercial BankingMiscellaneous Financial Investment Activities
Bank of America's Orr Group in Frederick, MD seeks a Registered Client Associate to support Financial Advisors, deliver client service, and advocate for clients. The role emphasizes service excellence, risk management, and strong collaboration within a private wealth team. The position requires FINRA SIE, Series 7, and Series 66 (or 63/65 in lieu), client-centricity, and adaptability to a fast-paced environment. Onsite state with 37.5 hours weekly and hourly pay range $28–$45.
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Level
Mid L4
Salary
$28–$45
Location
Frederick, MD
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
5 days ago