Bank of America
Wealth Management Client Associate
Reston · Full-time · Posted Oct 19, 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 point of contact for clients and helping address their service needs.
What you'll do
- Educate clients about banking and service offerings, and respond to client and Financial Advisor requests.
- Ensure client materials are accurate and timely, and support compliance with policies and procedures to manage risk.
- Maintain client relationships, communicate client needs to Financial Advisors, and support day-to-day team activities.
What they ask for
- Strong work ethic, self-motivation, and focus on results.
- Client-centric approach 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 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 pay)
Tools
FINRA Securities Industry Essentials (SIE), Series 7, Series 66, Microsoft Word, Excel, PowerPoint, Salesforce
Model-written summary · the original posting is authoritative