Bank of America
Registered Wealth Management Client Associate
Mystic · Full-time · Posted Sep 16, 2026
About the job
Provides client service and operational support to Financial Advisors, serving as a frequent point of contact for clients and helping address their service needs.
What you'll do
- Educate clients on the bank’s services and offerings; respond to client and Financial Advisor requests.
- Prepare and follow up on client materials, supporting accuracy, timeliness, policy compliance, and risk management.
- Maintain client relationships, promote banking offerings, and support day-to-day team needs.
What they ask for
- Currently holds FINRA SIE, Series 7, and Series 66 (Series 63 and 65 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.
- Client-centric mindset and ability to learn and adapt to new information and technology platforms.
- Strong work ethic, motivation, and focus on results.
Nice to have
- Client-facing experience delivering complex solutions and excellent client service.
- Microsoft Word, Excel, PowerPoint, and Salesforce proficiency; detail orientation and strong communication skills.
Pay
$25.00 - $45.00 hourly pay (hourly pay)
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