Bank of America
Private Wealth Relationship Manager
$65K–$108K
Los Angeles · Manager · Full-time · Posted Oct 1, 2026
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Supports Financial Advisors by managing client relationships, coordinating service activities, and contributing to business development, wealth planning, investment management, or business management.
What you'll do
- Assist with and attend client meetings on investment strategy, account performance, products, and market developments.
- Coordinate sales and service activities with portfolio managers, product specialists, and wealth-planning and investment-management specialists.
- Help develop, implement, and monitor the team’s client service model.
What they ask for
- Series 7 and Series 63/65 or 66, or equivalent; obtain registrations held by the supported Financial Advisor(s) and teams.
- SAFE Act registration and ADV-2B; required background check and continued good standing.
- Obtain and/or maintain at least one firm-approved designation.
- Strong communication, organizational, risk-management, and client-issue research skills; knowledge of Wealth Management products and services.
Pay
$65,000.00 - $108,000.00 annualized salary (base salary)
Model-written summary · the original posting is authoritative