Bank of America
Wealth Management Client Associate
Walnut Creek · Full-time · Posted Sep 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 service and banking needs.
What you'll do
- Educate clients about service and banking offerings and follow up on client and Financial Advisor requests.
- Ensure client materials are timely, accurate, and complete, and support compliance with policies and procedures.
- Maintain client relationships, communicate relevant outputs to Financial Advisors, 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 66); investment-industry knowledge is also desired.
- Client-service experience; strong computer application skills, including 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, Series 63, Series 65, Microsoft Word, Excel, PowerPoint
Model-written summary · the original posting is authoritative