Bank of America
Registered Wealth Management Client Associate
Plantation +1 · Full-time · Posted Oct 30, 2026
- Location
- Plantation
Fort Lauderdale
About the job
Provides client service and operational support to one or more Merrill Financial Advisors, serving as a frequent client contact and helping meet service needs while supporting the advisory team.
What you'll do
- Educate clients about bank services and offerings; respond to service needs and follow up on client and Financial Advisor requests.
- Prepare and maintain accurate, complete client materials and support compliance with bank policies, operational goals, and risk management.
- Maintain client relationships, communicate relevant outputs 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 licenses; Series 63 and 65 are accepted in lieu of Series 66. If not held, required 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, self-motivation, and focus on results.
Nice to have
- Experience serving clients and delivering complex solutions in a fast-paced environment.
- Proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce; strong verbal and written communication skills.
Tools
Microsoft Word, Excel, PowerPoint, Salesforce
Model-written summary · the original posting is authoritative