Registered Private Wealth Client Associate

Bank of America (GHR)

San Francisco, CA, US
Base: $25.00 - $44.00 hourly; bonus/equity: discre...
Onsite
Finra series 7 license required
Finra series 66 license required
Client relationship management
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.
  • Employees are eligible for an annual discretionary award based on individual performance, group contributions, and company success.

Matching Summary

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

Salary

Base: $25.00 - $44.00 hourly; Bonus/Equity: Discretionary incentive eligible; Benefits: Industry-leading benefits and paid time off

Skills & Requirements

Must-have

  • FINRA Series 7 license required
  • FINRA Series 66 license required
  • Client relationship management
  • Investment product knowledge
  • Banking policy compliance

Nice-to-have

  • Salesforce proficiency
  • Microsoft Office expertise
  • Fast-paced environment adaptability
  • Continuous learning mindset
  • Emotional intelligence

Key Requirements

  • Current FINRA SIE, Series 7, and Series 66 licenses
  • High School Diploma or GED equivalent
  • Advanced industry knowledge of investment products
  • Ability to obtain licenses within specified timeframe if not held

Work Rights

Not specified

Tailored Resume

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