Bank of America
Registered Wealth Management Client Associate
Houston +1 · Full-time · Posted Oct 22, 2026
- Location
- Houston
Sugar Land - 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 the bank’s services and offerings, and respond to client and Financial Advisor requests.
- Prepare accurate and timely client materials and support compliance with policies and procedures.
- Maintain client relationships, communicate relevant outcomes to Financial Advisors, and support 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 when hired into a registered job code.
- Advanced industry knowledge and understanding of investment products.
- 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.
- Proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
Tools
Microsoft Word, Excel, PowerPoint, Salesforce
Model-written summary · the original posting is authoritative