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Wealth Management Client Associate


Job position: Wealth Management Client Associate, Santa Barbara, CA, USA

, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests Assists with ensuring practices..., and other life goals through investment advice and guidance. Merrills Financial Advisors and Wealth Management Client Associates.....

Job Location: Santa Barbara, CA, USA

Salary: $25 - 37 per hour

Company: Bank of America

Job posted: 20 Nov 2024

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