Bank of America
Registered Wealth Management Client Associate
Chicago · Full-time · Posted Oct 2, 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 helping address their service needs.
What you'll do
- Educate clients about banking and service offerings, and respond to client and Financial Advisor requests.
- Prepare and follow up on client materials, ensuring timeliness, accuracy, and completeness.
- Support policy compliance, risk management, client relationships, and day-to-day team needs.
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, licenses must be obtained within a specified timeframe when hired into a registered job code.
- Advanced industry knowledge and understanding of investment products.
- Client-centric mindset and ability to learn and adapt to new information and technology platforms.
Nice to have
- Experience serving clients and delivering complex solutions and excellent client experiences.
- Proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
Pay
$25.00 - $45.00 USD hourly pay (base pay)
Tools
Microsoft Word, Excel, PowerPoint, Salesforce
Model-written summary · the original posting is authoritative