Bank of America
Registered Wealth Management Client Associate
Northbrook · Full-time · Posted Oct 15, 2026
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides client service and operational support to Financial Advisors, acting as a frequent point of contact for clients and helping meet their banking and wealth management needs.
What you'll do
- Educate clients about banking and service offerings; respond to client and Financial Advisor requests.
- Prepare and follow up on client materials, supporting accuracy, timeliness, policy compliance, and risk management.
- Maintain client relationships, communicate client needs to Financial Advisors, and support day-to-day team activities.
What they ask for
- Currently holds FINRA SIE, Series 7, and Series 66 licenses; Series 63 and 65 are accepted instead of Series 66. If not held, required licenses must be obtained within a specified timeframe for registered job codes.
- 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
- Client service experience delivering solutions and a strong client experience.
- Microsoft Word, Excel, PowerPoint, and Salesforce proficiency; professional communication skills.
Pay
$25.00 - $45.00 hourly pay (base pay)
Tools
Microsoft Word, Excel, PowerPoint, Salesforce
Model-written summary · the original posting is authoritative