Bank of America
Registered Wealth Management Client Associate
New York · Full-time · Posted Oct 14, 2026
About the job
Provides client service and operational support to Financial Advisors, acting as a frequent contact for clients and helping meet their service and banking needs.
What you'll do
- Respond to client and Financial Advisor requests and ensure client materials are timely, accurate, and complete.
- Support policy compliance, operational excellence, client protection, and risk management.
- Maintain client relationships, promote banking offerings, and support day-to-day team needs.
What they ask for
- Currently holds FINRA SIE, Series 7, and Series 66 licenses (Series 63 and 65 accepted instead of Series 66), or must obtain required licenses within a specified timeframe if hired into a registered job code.
- Advanced industry knowledge and understanding of investment products.
- Strong work ethic, self-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 and delivering complex solutions.
- Microsoft Word, Excel, PowerPoint, and Salesforce proficiency.
Pay
$25.00 - $45.00 hourly pay (hourly pay)
Tools
FINRA Securities Industry Essentials (SIE), Series 7, Series 66, Series 63, Series 65, Microsoft Word, Excel, Salesforce
Model-written summary · the original posting is authoritative