Bank of America
Registered Wealth Management Client Associate
Winter Park · Full-time · Posted Jun 24, 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 investment service needs.
What you'll do
- Educate clients about the bank’s service and banking offerings and respond to client and Financial Advisor requests.
- Prepare and follow up on client materials, ensuring accuracy and timeliness while supporting policies, procedures, and risk management.
- Maintain client relationships, communicate client needs to Financial Advisors, and support day-to-day team activities.
What they ask for
- Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66).
- 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, and focus on results.
Nice to have
- Client-facing experience delivering solutions and 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