Bank of America
Registered Wealth Management Client Associate
Aventura · Full-time · Posted Sep 14, 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 Merrill’s wealth management and banking offerings.
What you'll do
- Responds to client and Financial Advisor requests and ensures client materials are timely, accurate, and complete.
- Supports compliance with bank policies and procedures to protect clients and manage risk.
- Maintains client relationships, promotes banking offerings, and supports day-to-day team activities.
What they ask for
- Currently holds FINRA SIE and Series 7, plus Series 66 (Series 63 and 65 accepted in lieu of Series 66); partial registration may be considered.
- Advanced industry knowledge and understanding of investment products.
- Strong work ethic, motivation, results focus, and client-centric mindset.
- Ability to learn and adapt to new information and technology platforms.
Nice to have
- Experience serving clients and delivering complex solutions; detail orientation and comfort in a fast-paced environment.
- Proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
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