Bank of America
Registered Wealth Management Client Associate
Garden City · Full-time · Posted Oct 29, 2026
About the job
Provides client service and operational support to Financial Advisors, serving as a frequent point of contact for clients and helping meet their service needs.
What you'll do
- Educate clients about banking and service offerings, and respond to client and Financial Advisor requests.
- Prepare accurate and timely client materials and support compliance with policies and procedures.
- 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 accepted instead of Series 66); if not held, required licenses must be obtained within a specified timeframe when hired into a registered job code.
- 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, fulfilling needs, and delivering complex solutions.
- Proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
Pay
$25.00 - $45.00 hourly pay (base salary)
Tools
Microsoft Word, Excel, PowerPoint, Salesforce
Model-written summary · the original posting is authoritative