Bank of America
Registered Wealth Management Client Associate
New York · Full-time · Posted Oct 14, 2026
About the job
Provides client service and operational support to Financial Advisors, serving as a frequent point of contact for Merrill Wealth Management clients.
What you'll do
- Educate clients on banking and service offerings and respond to client and Financial Advisor requests.
- Prepare and follow up on client materials, ensuring timeliness, accuracy, and completeness.
- Support 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), or must obtain them within a specified timeframe if hired into a registered job code.
- Advanced industry knowledge and understanding of investment products.
- Client-centric mindset and strong focus on results.
- Ability to learn and adapt to new information and technology platforms.
Nice to have
- Experience serving clients and delivering complex solutions.
- Strong computer application skills, including 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