Bank of America
Registered Private Wealth Client Associate
Chicago · Full-time · Posted Oct 5, 2026
About the job
Provides client service and operational support to multiple Financial Advisors, serving as a frequent point of contact for clients and helping meet their service needs.
What you'll do
- Educate clients on the bank’s service and banking offerings and respond to client and Financial Advisor requests.
- Prepare and follow up on client materials, supporting accuracy, timeliness, policy compliance, 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 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.
- Client-centric mindset and ability to learn and adapt to new information and technology platforms.
- Strong work ethic, motivation, and focus on results.
Nice to have
- Experience serving clients and delivering complex solutions in a fast-paced environment.
- Strong computer application skills, including Microsoft Word, Excel, PowerPoint, and Salesforce.
Pay
$25.00 - $45.00 hourly pay (base salary)
Tools
FINRA Securities Industry Essentials (SIE), Series 7, Series 66, Series 63, Series 65, Microsoft Word, Excel, Salesforce
Model-written summary · the original posting is authoritative