Bank of America
Private Wealth Client Associate
Charlotte · Full-time · Posted Oct 31, 2026
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides client service and operational support to Financial Advisors and their clients, helping manage wealth-related needs and maintain client relationships.
What you'll do
- Educate clients about the bank’s services and offerings, and respond to client and Financial Advisor requests.
- Prepare accurate, complete client materials and support compliance with policies, procedures, and risk controls.
- Support team operations and strengthen client relationships by promoting banking offerings.
What they ask for
- Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66).
- Advanced industry knowledge and understanding of investment products.
- Strong work ethic, motivation, and focus on results.
- Client-centric mindset and ability to learn and adapt to new information and technology platforms.
Nice to have
- Experience serving clients and delivering complex solutions.
- Bachelor’s Degree; proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
Tools
Microsoft Word, Excel, PowerPoint, Salesforce
Model-written summary · the original posting is authoritative