Bank of America
Registered Wealth Management Client Associate
Orlando · Full-time · Posted Sep 30, 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 clients and helping meet their banking and wealth management needs.
What you'll do
- Responds to client and Financial Advisor requests and ensures client materials are timely, accurate, and complete.
- Supports compliance with bank policies and procedures to protect clients, manage risk, and promote operational excellence.
- Maintains client relationships, explains banking services, and supports day-to-day team activities.
What they ask for
- Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (Series 63 and 65 accepted in lieu of Series 66).
- Advanced industry knowledge and understanding of investment products.
- Strong work ethic, motivation, and focus on results.
- Client-centric mindset and ability to learn and adapt to new information and technology platforms.
Nice to have
- Experience serving clients and delivering complex solutions and excellent client experiences.
- Proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
Tools
FINRA Securities Industry Essentials (SIE), Series 7, Series 66, Series 63, Series 65, Microsoft Word, Excel, Salesforce
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