Bank of America
Registered Wealth Management Client Associate
Boca Raton · Full-time · Posted Jun 25, 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 address their service needs.
What you'll do
- Educate clients about the bank’s services and banking offerings, and respond to client and Financial Advisor requests.
- Prepare client materials accurately and on time, and help ensure practices follow bank 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 (63 and 65 accepted in lieu of 66).
- Advanced industry knowledge and understanding of investment products.
- Strong work ethic, motivation, and results focus.
- 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
FINRA Securities Industry Essentials (SIE), Series 7, Series 66, Microsoft Word, Excel, PowerPoint, Salesforce
Model-written summary · the original posting is authoritative