- Bank of America (Providence, RI)
- Wealth Management Client Associate Providence, Rhode Island **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they… more
- Equitable (Wellesley, MA)
- Wealth Management Associate - CENTRAL NJ (5049) ( 230000LG ) **Primary Location** : UNITED STATES-MA-Wellesley **Other Locations** : UNITED STATES-NH-Bedford ... **Organization** : Equitable Advisors **Description** **Equitable Advisors** is a respected wealth management firm with a proven track record in the industry. We… more
- Citizens (Johnston, RI)
- …Officers (STOs) and/or Trust Officers (TOs). The TA will have knowledge of the wealth management industry and have experience in working with clients on matters ... client facing trust and estate team. The Trust Associate assists the team in managing the day-to-day activities...Certifications and/or Other Professional Credentials + 3+ years supporting wealth management administration + Trust service or… more