Bank of America
Registered Wealth Management Client Associate
Dallas · Full-time · Posted Oct 21, 2026
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides client service and operational support to Financial Advisors and their clients at Merrill Wealth Management, addressing service needs and supporting client relationships.
What you'll do
- Educate clients about banking and service offerings, and respond to client and Financial Advisor requests.
- Prepare accurate, complete client materials and support compliance with policies and risk-management procedures.
- Maintain client relationships, communicate relevant outcomes to Financial Advisors, and assist with day-to-day team needs.
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 client-first mindset, work ethic, and focus on results.
- Ability to learn and adapt to new information and technology platforms.
Nice to have
- Client service experience delivering complex solutions; detail-oriented and comfortable in a fast-paced, changing environment.
- Proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce; strong verbal and written communication skills.
Tools
Microsoft Word, Excel, PowerPoint, Salesforce
Model-written summary · the original posting is authoritative