Bank of America
Registered Wealth Management Client Associate
Vienna · Full-time · Posted Sep 4, 2026
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides client service and operational support to Financial Advisors, serving as a frequent point of contact for clients and addressing their service needs.
What you'll do
- Educate clients about bank services and offerings; respond to client and Financial Advisor requests.
- Prepare accurate, complete client materials and support compliance with policies and risk controls.
- Maintain client relationships, identify banking needs, and support day-to-day team operations.
What they ask for
- Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (Series 63 and 65 accepted instead of Series 66).
- Advanced industry knowledge and understanding of investment products.
- Strong client-centric mindset, work ethic, motivation, and focus on results.
- Ability to learn and adapt to new information and technology platforms.
Nice to have
- Experience serving clients and delivering complex solutions and a strong client experience.
- Proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
Pay
$26.50 - $45.00 hourly pay (base salary)
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