Bank of America
Registered Wealth Management Client Associate
Houston · Full-time · Posted Oct 20, 2026
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides client-service and operational support to multiple Financial Advisors, acting as a primary contact for clients’ service needs and helping maintain client relationships.
What you'll do
- Educate clients about banking and service offerings; respond to client and Financial Advisor requests.
- Prepare and follow up on client materials, ensuring they are timely, accurate, and complete.
- Support policy compliance, risk management, client relationship development, and day-to-day team coverage.
What they ask for
- Currently holds FINRA 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 for a registered job code.
- Advanced industry knowledge and understanding of investment products.
- Strong client-first mindset, work ethic, motivation, and focus on results.
- Ability to learn and adapt to new information and technology platforms.
Nice to have
- Client-service experience delivering complex solutions; comfort in a fast-paced, evolving environment.
- Proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce; strong communication skills and discretion.
Tools
Microsoft Word, Excel, PowerPoint, Salesforce
Model-written summary · the original posting is authoritative