Bank of America
Wealth Management Client Associate
Pasadena · Full-time · Posted Oct 23, 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 and helping meet their banking and investment service needs.
What you'll do
- Educate clients about the bank’s services and offerings, and respond to client and Financial Advisor requests.
- Prepare and follow up on client materials, supporting accuracy, timeliness, policy compliance, and risk management.
- Maintain client relationships, identify banking needs, and support day-to-day team activities.
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 industry knowledge or experience serving clients.
- Proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce; Mandarin speaking preferred.
Pay
$25.00 - $44.00 hourly pay (base pay)
Tools
Microsoft Word, Excel, PowerPoint, Salesforce
Model-written summary · the original posting is authoritative