Bank of America
Registered Wealth Management Client Associate
Hartford · Full-time · Posted Aug 19, 2026
About the job
Provides client service and operational support to multiple Financial Advisors, serving as a primary contact for clients and helping address their service needs.
What you'll do
- Educate clients about the bank’s services and offerings, and respond to client and Financial Advisor requests.
- Prepare accurate and timely client materials and support compliance with bank policies and risk management practices.
- 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 licenses; Series 63 and 65 are accepted in lieu of Series 66. If not already held, licenses must be obtained within a specified timeframe when hired into a registered job code.
- 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
- Experience serving clients and delivering complex solutions.
- Proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
Pay
$25.00 - $45.00 hourly pay (base pay)
Tools
Microsoft Word, Excel, PowerPoint, Salesforce
Model-written summary · the original posting is authoritative