Bank of America
Wealth Management Client Associate
Baton Rouge · Full-time · Posted Oct 9, 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 address service needs and deepen relationships.
What you'll do
- Educates clients about banking services and offerings, and follows up on client and Financial Advisor requests.
- Ensures client materials are accurate and complete and supports compliance with bank policies and risk management.
- Supports daily team needs and builds client relationships by promoting banking offerings.
What they ask for
- Strong work ethic, 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 SIE, Series 7, and/or Series 66 (Series 63 and 65 accepted in lieu of 66).
- Investment product knowledge; client-service experience; 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, Salesforce
Model-written summary · the original posting is authoritative