Bank of America
Wealth Management Client Associate
Carlsbad · Full-time · Posted Oct 26, 2026
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides client service and operational support to multiple Financial Advisors, serving as a frequent contact for clients’ service needs.
What you'll do
- Educate clients about bank services and offerings, and respond to client and Financial Advisor requests.
- Prepare and follow up on accurate, complete client materials in a timely manner.
- Support policy compliance, risk management, relationship development, and day-to-day team needs.
What they ask for
- Strong work ethic, 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 FINRA SIE, Series 7, and/or Series 66 (Series 63 and 65 accepted in lieu of Series 66); investment industry knowledge.
- Client service experience; proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
Pay
$25.00 - $44.00 hourly pay (base pay)
Tools
Microsoft Word, Excel, PowerPoint, Salesforce
Model-written summary · the original posting is authoritative