Bank of America
Registered Wealth Management Client Associate
FARMINGTON HILLS · Full-time · Posted Oct 27, 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 client contact and helping meet clients’ wealth management and banking needs.
What you'll do
- Respond to client and Financial Advisor requests and prepare accurate, timely client materials.
- Educate clients on banking services, maintain relationships, and communicate client needs and outcomes to Financial Advisors.
- Support operational excellence by following bank policies and procedures, managing risk, and assisting with day-to-day team coverage.
What they ask for
- Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66).
- Advanced industry knowledge and understanding of investment products.
- Client-centric mindset, strong work ethic, and focus on results.
- Ability to learn and adapt to new information and technology platforms.
Nice to have
- Experience serving clients and delivering solutions and a strong client experience.
- Proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
Tools
Microsoft Word, Excel, PowerPoint, Salesforce
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