Registered Wealth Management Client Associate - Houston Market

Bank of America (GHR)

Houston, Texas, United States
Not specified; not specified; not specified
Onsite
Finra sie, series 7, and series 66 licenses
Advanced knowledge of investment products
Client-centric mindset with strong work ethic
This role provides client service support to multiple Financial Advisors while ensuring operational excellence and risk management

Job Summary

  • This role provides client service support to multiple Financial Advisors while ensuring operational excellence and risk management.
  • The position requires acting as the primary point of contact for clients to address all service needs and educate them on banking offerings.
  • Merrill Wealth Management fosters a culture driven by diversity, resilience, and results with an in-office attendance requirement.

Matching Summary

This role provides client service support to multiple Financial Advisors while ensuring operational excellence and risk management.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • FINRA SIE, Series 7, and Series 66 licenses
  • Advanced knowledge of investment products
  • Client-centric mindset with strong work ethic

Nice-to-have

  • Experience in fast-paced changing environments
  • Proficiency with Salesforce and Microsoft Office
  • Commitment to continuous professional growth

Key Requirements

  • Current FINRA Securities Industry Essentials (SIE) license
  • Active Series 7 and Series 66 (or 63/65) licenses
  • In-office work location in Houston Market

Work Rights

Not specified

Tailored Resume

Cover Letter