Bank of America
Registered Private Wealth Client Associate
New York · Full-time · Posted Oct 27, 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 address their banking and investment service needs.
What you'll do
- Educate clients on banking and service 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 and support day-to-day team activities, including coverage during absences or seasonal 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.
- Client-centric mindset, strong work ethic, and focus on results.
- Ability to learn and adapt to new information and technology platforms.
Nice to have
- Client-service experience delivering complex solutions.
- Microsoft Word, Excel, PowerPoint, and Salesforce proficiency.
Pay
$25.00 - $45.00 hourly pay (base salary)
Tools
Microsoft Word, Excel, PowerPoint, Salesforce
Model-written summary · the original posting is authoritative