Bank of America
Registered Wealth Management Client Associate
Charlotte · Full-time · Posted Aug 31, 2026
About the job
Provides client service and operational support to one or more Merrill Financial Advisors, handling client needs and helping maintain client relationships and risk-compliant practices.
What you'll do
- Serves as a frequent point of contact for client service needs and responds to client and Financial Advisor requests.
- Prepares and follows up on client materials, ensuring accuracy and timeliness.
- Supports operational excellence, client relationship development, and day-to-day team coverage.
What they ask for
- Currently holds FINRA SIE, Series 7, and Series 66 licenses (Series 63 and 65 accepted in lieu of Series 66), or must obtain required licenses 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 solutions in a fast-paced environment.
- Proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
Tools
Microsoft Word, Excel, PowerPoint, Salesforce
Model-written summary · the original posting is authoritative