Bank of America
Registered Private Wealth Client Associate
Frederick · Full-time · Posted Oct 22, 2026
- Experience
- 1 year professional/ or industry experience is desired; no years specified as a requirement.
- Education
- High School Diploma / GED / Secondary School or equivalent; bachelor’s degree desired.
About the job
Provides client service and operational support to Financial Advisors and their clients, helping manage service needs, maintain relationships, and support a private wealth management team.
What you'll do
- Educate clients about banking and service offerings, and respond to client and Financial Advisor requests.
- Prepare accurate, complete, and timely client materials and support compliance with bank policies and risk controls.
- Support team operations, maintain client relationships, and identify opportunities to incorporate banking services.
What they ask for
- Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66).
- Advanced industry knowledge and understanding of investment products.
- Strong work ethic, client-centric mindset, and ability to learn and adapt to new information and technology platforms.
- High School Diploma / GED / Secondary School or equivalent.
Nice to have
- 1 year professional/ or industry experience; bachelor’s degree.
- Client-facing experience and proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
Pay
$28.00 - $45.00 hourly pay (base pay)
Tools
FINRA Securities Industry Essentials (SIE), Series 7, Series 66, Series 63, Series 65, Microsoft Word, Excel, PowerPoint
Model-written summary · the original posting is authoritative