Bank of America
Wealth Management Client Associate
North Bethesda · Full-time · Posted Oct 29, 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 meet their banking and wealth management needs.
What you'll do
- Educate clients about banking services, respond to client and advisor requests, and ensure client materials are timely, accurate, and complete.
- Support compliance with bank policies and procedures to protect clients and 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 mindset and ability to act 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 and proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
Pay
$25.00 - $44.00 USD hourly pay (base pay)
Tools
Microsoft Word, Excel, PowerPoint, Salesforce
Model-written summary · the original posting is authoritative