Bank of America
Registered Wealth Management Client Associate
RALEIGH · Full-time · Posted Oct 23, 2026
About the job
Provides client service and operational support to Financial Advisors, serving as a frequent contact for client needs and helping maintain client relationships and risk-aware practices.
What you'll do
- Responds to client and Financial Advisor requests and ensures client materials are timely, accurate, and complete.
- Educates clients about banking and service offerings and helps deepen client relationships.
- Supports team operations and helps align practices with bank policies and procedures.
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 when hired into a registered job code.
- Advanced industry knowledge and understanding of investment products.
- Strong work ethic, motivation, results focus, and a client-centric mindset.
- Ability to learn and adapt to new information and technology platforms.
Nice to have
- Experience serving clients, fulfilling needs, delivering complex solutions, and providing a strong client experience.
- Proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
Tools
Microsoft Word, Excel, PowerPoint, Salesforce
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