Bank of America
Registered Wealth Management Client Associate
Ann Arbor · Full-time · Posted Oct 14, 2026
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides client service and operational support to multiple Financial Advisors, serving as a frequent contact for clients and helping address 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 complete client materials and support compliance with policies, procedures, and risk-management practices.
- Maintain client relationships, promote banking offerings, 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 are accepted in lieu of Series 66. If not held, licenses must be obtained within a specified timeframe for a registered job code.
- Advanced industry knowledge and understanding of investment products.
- Client-focused mindset, strong work ethic, motivation, and ability to learn and adapt to new information and technology platforms.
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; strong communication skills and sound judgment.
Tools
Microsoft Word, Excel, PowerPoint, Salesforce
Model-written summary · the original posting is authoritative