Bank of America
Wealth Management Client Associate
Beaufort · Full-time · Posted Nov 3, 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 contact for clients and helping meet their banking and wealth management service needs.
What you'll do
- Educates clients on the bank’s services and banking offerings, and follows up on client and Financial Advisor requests.
- Supports accurate and timely client materials and helps ensure practices align with bank policies and procedures.
- Maintains client relationships, promotes banking offerings, and supports day-to-day team needs.
What they ask for
- Strong work ethic, self-motivation, and focus on results.
- Client-centric mindset and commitment to acting in clients’ best interests.
- Ability to learn and adapt to new information and technology platforms.
Nice to have
- Currently holds or is pursuing SIE, Series 7, and/or Series 66 (Series 63 and 65 accepted in lieu of 66).
- Industry knowledge and investment product understanding; client-service experience and proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
Tools
FINRA Securities Industry Essentials (SIE), Series 7, Series 66, Series 63, Series 65, Microsoft Word, Excel, PowerPoint, Salesforce
Model-written summary · the original posting is authoritative