Bank of America
Registered Wealth Management Client Associate
Paramus · Full-time · Posted Oct 5, 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 contact for clients and helping meet their service needs.
What you'll do
- Educate clients about banking and service offerings, respond to requests, and ensure client materials are timely, accurate, and complete.
- Support practices in following bank policies and procedures, protecting clients, and managing risk.
- Maintain client relationships, communicate client needs and outcomes to Financial Advisors, and support day-to-day team activities.
What they ask for
- Currently holds FINRA Securities Industry Essentials (SIE) and Series 7 licenses, plus Series 66 (or Series 63 and Series 65).
- Advanced industry knowledge and understanding of investment products.
- Strong work ethic, motivation, results focus, and client-centric mindset.
- Ability to learn and adapt to new information and technology platforms.
Nice to have
- Experience serving clients and delivering complex solutions.
- Proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
Pay
$26.50 - $45.00 USD hourly pay (base salary)
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