Bank of America
Registered Wealth Management Client Associate
Indianapolis · Full-time · Posted Oct 28, 2026
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides client-service and operational support to multiple Merrill Financial Advisors, serving as a frequent contact for clients and helping meet their banking and investment service needs.
What you'll do
- Educate clients on the bank’s services and 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 Securities Industry Essentials (SIE), Series 7, and Series 66 licenses (Series 63 and 65 accepted instead of Series 66); if not held, licenses must be obtained within a specified timeframe for a registered job code.
- Advanced industry knowledge and understanding of investment products.
- Client-centric mindset, strong work ethic, and results focus.
- 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.
Tools
Microsoft Word, Excel, PowerPoint, Salesforce
Model-written summary · the original posting is authoritative