- Bank of America (Springfield, MA)
- Wealth Management Client Associate Springfield, Massachusetts **Job Description:** Merrill Wealth Management is a leading provider of ... life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they… more
- Atria Wealth Solutions (Lunenburg, MA)
- …investment and insurance products that best suit the individual needs of the member/ client . + Manage an assigned branch territory by making regular on-site visits to ... among branch staff. In partnership with branch manager and/or investment sales associate , leads the branch team on actions to achieve investment results. Shows… more