Bank of America
Registered Wealth Management Client Associate
Alexandria · Full-time · Posted Sep 22, 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 frequent contact for client needs and helping maintain client relationships.
What you'll do
- Educate clients about bank services and offerings, and respond to client and Financial Advisor requests.
- Prepare and follow up on client materials, supporting accuracy, timeliness, and compliance with policies and procedures.
- Support daily team needs and strengthen client relationships by promoting relevant banking offerings.
What they ask for
- Currently holds FINRA SIE and Series 7, plus Series 66 (or Series 63 and 65).
- Advanced industry knowledge and understanding of investment products.
- Strong work ethic, motivation, and focus on results.
- Client-centric mindset and ability to learn and adapt to new information and technology platforms.
Nice to have
- Client service experience delivering complex solutions.
- Microsoft Word, Excel, PowerPoint, and Salesforce proficiency.
Pay
$26.50 - $45.00 USD hourly pay (base salary)
Tools
Microsoft Word, Excel, PowerPoint, Salesforce
Model-written summary · the original posting is authoritative