Bank of America
Registered Wealth Management Client Associate
Green Bay · Full-time · Posted Sep 4, 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, 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 SIE, Series 7, and Series 66 licenses (Series 63 and 65 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.
- Ability to learn and adapt to new information and technology platforms.
- Client-centric mindset, strong work ethic, motivation, and focus on results.
Nice to have
- Experience serving clients, fulfilling needs, delivering complex solutions, and providing 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