Bank of America is seeking a Wealth Management Specialist - Non-registered for its Merrill Wealth Management division in Mill Valley, CA. This position is part of a training program designed to develop candidates for a full role in wealth management, focusing on client relationship management and financial planning
Job Summary
This role is part of a training program designed to develop candidates into fully licensed Wealth Management Client Associates.
The position requires obtaining specific securities licenses such as Series 7 and 66 within a specified timeframe to advance to the Specialist level.
Employees are eligible for industry-leading benefits, paid time off, and formulaic incentive plans based on performance metrics.
Matching Summary
Match Score: 75
Bank of America is seeking a Wealth Management Specialist - Non-registered for its Merrill Wealth Management division in Mill Valley, CA. This position is part of a training program designed to develop candidates for a full role in wealth management, focusing on client relationship management and financial planning.
Salary
Base: $28.85 - $45.00 hourly; Bonus/Equity: Formulaic incentive eligible; Benefits: Industry-leading benefits and PTO included