Bank of America
Registered Private Wealth Client Associate
Spokane · Full-time · Posted Oct 12, 2026
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides client service and operational support to multiple Financial Advisors, addressing client needs and helping maintain compliant, effective advisory practices.
What you'll do
- Educate clients about banking and service offerings, and respond to service requests.
- Prepare and follow up on client materials and Financial Advisor requests accurately and on time.
- Support operational excellence, manage risk, maintain client relationships, and cover 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, 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, motivation, and focus on results.
- Ability to learn and adapt to new information and technology platforms.
Nice to have
- Experience serving clients and delivering complex solutions and excellent client experiences.
- 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