Bank of America
Wealth Management Client Associate
Tallahassee · Full-time · Posted Oct 28, 2026
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides client service and operational support to Financial Advisors, acting as a frequent point of contact for clients and helping meet their service needs.
What you'll do
- Educate clients about the bank’s service and banking offerings, and respond to client and Financial Advisor requests.
- Prepare and follow up on client materials, ensuring they are timely, accurate, and complete.
- Support operational excellence, risk management, client relationships, and day-to-day team activities.
What they ask for
- Strong work ethic, self-motivation, 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; proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
Tools
Microsoft Word, Excel, PowerPoint, Salesforce, FINRA Securities Industry Essentials (SIE), Series 7, Series 66, Series 63, Series 65
Model-written summary · the original posting is authoritative