Bank of America
Registered Wealth Management Client Associate
Garden City · Full-time · Posted May 19, 2026
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides operational and sales support to Financial Advisors, serves as a frequent client contact, and helps clients access wealth management and banking services.
What you'll do
- Educates clients about the bank’s service and banking offerings and responds to client and Financial Advisor requests.
- Ensures client materials are timely, accurate, and complete, and supports compliance with policies and risk management.
- Maintains client relationships, promotes banking services, and supports day-to-day team activities.
What they ask for
- Currently holds FINRA SIE, Series 7, and Series 66 (Series 63 and 65 accepted in lieu of 66); partial registration may be considered.
- Advanced industry knowledge and understanding of investment products.
- Strong work ethic, motivation, and results focus.
- Client-centric mindset and ability to learn and adapt to new information and technology platforms.
Nice to have
- Experience serving clients and delivering complex solutions.
- Proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
Pay
$26.50 - $42.00 USD hourly pay (base pay)
Tools
FINRA Securities Industry Essentials (SIE), Series 7, Series 66, Series 63, Series 65, Microsoft Word, Excel, Salesforce
Model-written summary · the original posting is authoritative