Bank of America
Registered Private Wealth Client Associate
Los Angeles · Full-time · Posted Oct 28, 2026
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides client service support to Financial Advisors, handling client needs and helping maintain accurate, compliant day-to-day operations.
What you'll do
- Educate clients about the bank’s services and offerings, and respond to client and Financial Advisor requests.
- Prepare and follow up on client materials, ensuring they are timely, accurate, and complete.
- Support operational excellence, manage risk, and maintain client relationships by identifying relevant banking offerings.
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 if hired into a registered job code.
- Advanced industry knowledge and understanding of investment products.
- Strong work ethic, results focus, and a client-centric mindset.
- Ability to learn and adapt to new information and technology platforms.
Nice to have
- Experience serving clients and delivering complex solutions in a fast-paced environment.
- 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