Bank of America
Wealth Management Client Associate
Charlottesville · Full-time · Posted Jul 1, 2026
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides client service and operational support to one or more Financial Advisors, addressing clients’ service needs and supporting their relationships with the bank.
What you'll do
- Educate clients about banking services and offerings, and respond to client and Financial Advisor requests.
- Prepare and follow up on client materials, ensuring timeliness, accuracy, completeness, and alignment with bank policies and procedures.
- Support daily team activities and help maintain client relationships by identifying opportunities to incorporate banking into clients’ day-to-day practices.
What they ask for
- Strong work ethic, motivation, and focus on results.
- Client-centric mindset and ability to act in clients’ best interests.
- Ability to learn and adapt to new information and technology platforms.
- High School Diploma / GED / Secondary School or equivalent.
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).
- Investment-product knowledge; client-service experience; proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
Pay
$25.00 - $44.00 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