Bank of America
Wealth Management Client Associate
Pittsburgh · Full-time · Posted Oct 14, 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 and service offerings, and respond to client and Financial Advisor requests.
- Prepare client materials accurately and on time, and support compliance with policies and risk-management practices.
- Maintain client relationships, promote banking services, and support day-to-day team needs.
What they ask for
- Self-starter with a strong work ethic 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 Series 66); CFP® designation or active progress toward it.
- Experience serving clients and delivering complex solutions; knowledge of financial planning, wealth management, or investment products; proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
Tools
Microsoft Word, Excel, PowerPoint, Salesforce
Model-written summary · the original posting is authoritative