2 banking advisor jobs at 1 company in Dell Rapids, SD
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Wealth Management Client Associate
Sioux Falls, South Dakota, United States
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to Financial Advisors, manage client requests, and promote bank offerings; high school diploma required; SIE/Series exams preferred; strong communication and computer skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOEProvide client service support to Financial Advisors, educate clients on banking offerings, ensure timely and accurate client materials; high school diploma/GED and ~1 year experience; SIE/Series 7/66 preferred; proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce