Bank of America
Registered Wealth Management Client Associate
Washington · Full-time · Posted Jul 20, 2026
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides client service and operational support to Financial Advisors, serving as a frequent contact for clients and helping address their banking and investment service needs.
What you'll do
- Educate clients about the bank’s services and offerings, and respond to client and Financial Advisor requests.
- Prepare and follow up on client materials, supporting accuracy, policy compliance, and risk management.
- Maintain client relationships, promote banking offerings, and support day-to-day team needs.
What they ask for
- Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66; Series 63 and 65 are accepted in lieu of Series 66.
- Advanced industry knowledge and understanding of investment products.
- Strong work ethic, focus on results, and client-centric approach.
- 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 - $45.00 hourly pay (base pay)
Tools
Microsoft Word, Excel, PowerPoint, Salesforce
Model-written summary · the original posting is authoritative