Bank of America
Registered Wealth Management Client Associate
Burlington · Full-time · Posted Oct 30, 2026
About the job
Provides client-service and operational support to Financial Advisors, serving as a frequent point of contact for Merrill clients and helping address their service needs.
What you'll do
- Educates clients on banking and service offerings and responds to client and Financial Advisor requests.
- Prepares and follows up on client materials, ensuring they are timely, accurate, and complete.
- Supports policy compliance, risk management, client relationships, and 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 focus on results.
- 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, Series 63, Series 65, Microsoft Word, Excel, Salesforce
Model-written summary · the original posting is authoritative