Bank of America
Registered Private Wealth Client Associate
Lake Mary · Full-time · Posted Jun 23, 2026
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides client service and operational support to Financial Advisors, serving as a frequent point of contact for clients and helping meet their banking and investment service needs.
What you'll do
- Educate clients about bank services and offerings, and respond to client and Financial Advisor requests.
- Ensure client materials are timely, accurate, and complete, and support compliance with bank policies and risk management.
- Maintain client relationships, communicate client needs to Financial Advisors, and support day-to-day team activities.
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, results focus, and client-centric mindset.
- Ability to learn and adapt to new information and technology platforms.
Nice to have
- Experience serving clients and providing complex solutions and excellent client experiences.
- Proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
Tools
Microsoft Word, Excel, PowerPoint, Salesforce
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