Bank of America
Registered Private Wealth Client Associate
Pittsburgh · Full-time · Posted Sep 23, 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 Merrill clients and helping meet their banking and investment service needs.
What you'll do
- Educates clients on bank services and offerings, and responds to client and Financial Advisor requests.
- Prepares accurate and complete client materials and supports compliance with bank policies and risk controls.
- Maintains client relationships, promotes banking offerings, and supports day-to-day team activities.
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 approach, strong work ethic, and ability to learn and adapt to new information and technology platforms.
Nice to have
- Client-facing experience delivering solutions and a strong client experience.
- Proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
Tools
Microsoft Word, Excel, PowerPoint, Salesforce
Model-written summary · the original posting is authoritative