Bank of America
Registered Private Wealth Client Associate
San Francisco · Full-time · Posted Feb 18, 2026
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides client service and operational support to multiple Financial Advisors, serving as a frequent client contact and helping meet service needs while supporting risk management and relationship growth.
What you'll do
- Educates clients on the bank’s services and offerings and responds to client and Financial Advisor requests.
- Prepares and follows up on client materials, supporting accuracy, timeliness, and compliance with policies and procedures.
- Maintains client relationships, supports team activities, and promotes banking offerings while communicating with Financial Advisors.
What they ask for
- Currently holds FINRA SIE, Series 7, and Series 66 licenses (Series 63 and 65 accepted instead of Series 66); if not held, licenses must be obtained within a specified timeframe for 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, fulfilling needs, delivering complex solutions, and providing excellent client experiences.
- Proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
Pay
$25.00 - $44.00 hourly pay (hourly pay)
Tools
Microsoft Word, Excel, PowerPoint, Salesforce
Model-written summary · the original posting is authoritative