Bank of America
Registered Wealth Management Client Associate
Atlanta · Full-time · Posted Sep 14, 2026
About the job
Provides client-service and operational support to Financial Advisors, serving as a frequent contact for clients and helping meet their banking and investment service needs.
What you'll do
- Educates clients on the bank’s services and offerings, and follows up on client and advisor requests.
- Prepares accurate, complete client materials and supports compliance with policies, procedures, and risk controls.
- Maintains client relationships, promotes banking services, and supports day-to-day team needs.
What they ask for
- Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 licenses; Series 63 and 65 are accepted in lieu of Series 66. If not held, required licenses must be obtained within a specified timeframe if hired into a registered job code.
- Advanced industry knowledge and understanding of investment products.
- Strong work ethic, 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.
Tools
Microsoft Word, Excel, PowerPoint, Salesforce
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