Bank of America
Wealth Management Client Associate
Weeki Wachee · Full-time · Posted Oct 5, 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 meet their banking and wealth management needs.
What you'll do
- Educates clients about the bank’s service and banking offerings and responds to client and Financial Advisor requests.
- Prepares and follows up on client materials, supporting accuracy, timeliness, policy compliance, and risk management.
- Supports daily team needs and helps maintain client relationships by promoting banking offerings and communicating outcomes to Financial Advisors.
What they ask for
- Self-starter with a strong work ethic and focus on results.
- Client-centric mindset, acting in clients’ best interests.
- Ability to learn and adapt to new information and technology platforms.
Nice to have
- Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66).
- Industry knowledge and understanding of investment products; client-service experience and proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce are also desired.
Tools
Microsoft Word, Excel, PowerPoint, Salesforce
Model-written summary · the original posting is authoritative