Bank of America
Registered Wealth Management Client Associate
Summit · Full-time · Posted Sep 23, 2026
- Education
- High School Diploma / GED / Secondary School or equivalent; Bachelor’s Degree or equivalent work experience is desired.
About the job
Provides client service and investment support to Financial Advisors by addressing clients’ service needs, preparing recommendations, and monitoring portfolios.
What you'll do
- Serves as a frequent client contact, handling service requests and providing information about banking offerings.
- Supports advisors with investment research, portfolio analysis, client reporting, and customized recommendations.
- Maintains accurate client materials and supports policy compliance, risk management, and day-to-day team operations.
What they ask for
- Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66).
- Advanced industry knowledge and understanding of investment products.
- Strong work ethic, focus on results, and a client-centric mindset.
- Ability to learn and adapt to new information and technology platforms.
Nice to have
- Client service experience; detail orientation; sound judgment and discretion with sensitive information.
- Proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce; professional verbal and written communication skills.
Pay
$26.50 - $45.00 hourly pay (base pay)
Tools
Microsoft Word, Excel, PowerPoint, Salesforce
Model-written summary · the original posting is authoritative