Bank of America
Registered Wealth Management Client Associate
North Bethesda · Full-time · Posted Sep 2, 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 primary Merrill contact for clients’ service needs.
What you'll do
- Respond to client and Financial Advisor requests and prepare accurate, timely client materials.
- Educate clients on banking and service offerings, maintain client relationships, and communicate relevant outcomes to Financial Advisors.
- Support policy compliance, risk management, and day-to-day team coverage.
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.
- Client-centric mindset and strong work ethic with focus on results.
- Ability to learn and adapt to new information and technology platforms.
Nice to have
- Client service experience delivering complex solutions; comfort in a fast-paced, changing environment.
- Proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
Pay
$26.50 - $45.00 hourly pay (base salary)
Tools
FINRA Securities Industry Essentials (SIE), Series 7, Series 66, Series 63, Series 65, Microsoft Word, Excel, PowerPoint
Model-written summary · the original posting is authoritative