Bank of America
Registered Private Wealth Client Associate
New York · Full-time · Posted Oct 31, 2026
About the job
Provides client service and operational support to Financial Advisors, acting as a frequent contact for clients and addressing their service needs.
What you'll do
- Educate clients about banking and service offerings, and respond promptly and accurately to client and Financial Advisor requests.
- Help ensure practices follow bank policies and procedures to protect clients and manage risk.
- Maintain client relationships, communicate relevant outputs to Financial Advisors, and support day-to-day team needs.
What they ask for
- Currently holds FINRA SIE, Series 7, and Series 66 licenses; Series 63 and 65 are accepted in lieu of Series 66. If not held, required licenses must be obtained within a specified timeframe when hired into a registered job code.
- 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, fulfilling needs, delivering complex solutions, and providing a strong client experience.
- Proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
Pay
$25.00 - $45.00 hourly pay (base pay)
Tools
Microsoft Word, Excel, PowerPoint, Salesforce
Model-written summary · the original posting is authoritative