Bank of America
Registered Wealth Management Client Associate
Boca Raton · Full-time · Posted Aug 27, 2026
About the job
Provides client-service and operational support to Financial Advisors, serving as a frequent contact for clients and helping meet their service needs.
What you'll do
- Educate clients about the bank’s service and banking 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 and risk management, maintain client relationships, and assist with day-to-day team needs.
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, licenses must be obtained within a specified timeframe if 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, fulfilling needs, delivering complex solutions, and providing an excellent client experience.
- Proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
Tools
Microsoft Word, Excel, PowerPoint, Salesforce
Model-written summary · the original posting is authoritative