Bank of America
Registered Wealth Management Client Associate
Boca Raton · Full-time · Posted Jul 6, 2026
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides operational and sales support to multiple Financial Advisors, serves as a frequent client contact, and helps clients use the bank’s services and offerings.
What you'll do
- Respond to client and Financial Advisor requests and ensure client materials are timely, accurate, and complete.
- Support operational excellence by following bank policies and procedures and helping manage risk.
- Maintain client relationships, promote banking offerings, and support day-to-day team activities.
What they ask for
- Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66; Series 63 and 65 are accepted in lieu of Series 66.
- Advanced industry knowledge and understanding of investment products.
- Strong work ethic, motivation, and focus on results.
- Client-centric approach and ability to learn and adapt to new information and technology platforms.
Nice to have
- Client-facing experience delivering solutions and an excellent client experience.
- Proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
Tools
Microsoft Word, Excel, PowerPoint, Salesforce
Model-written summary · the original posting is authoritative