Registered Wealth Management Client Associate - Chicago Market

Bank of America

Northbrook, IL, United States
Base: $26.50 - $42.00 hourly; bonus: discretionary...
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Finra sie series 7 series 66 certification
Client service and banking offerings education
Operational excellence and risk management compliance
** Bank of America is seeking a Registered Wealth Management Client Associate for its Merrill Wealth Management division in Northbrook, IL. The role focuses on providing client service support to Financial Advisors, emphasizing operational excellence and client advocacy. **

Job Summary

  • This role provides client service support to multiple Financial Advisors while ensuring alignment with enterprise strategic objectives.
  • The position requires acting as the primary point of contact to address all service needs and educate clients on banking offerings.
  • Employees are eligible for an annual discretionary award based on individual performance and company success.

Matching Summary

Match Score: 75

** Bank of America is seeking a Registered Wealth Management Client Associate for its Merrill Wealth Management division in Northbrook, IL. The role focuses on providing client service support to Financial Advisors, emphasizing operational excellence and client advocacy. **

Salary

Base: $26.50 - $42.00 hourly; Bonus: Discretionary incentive eligible; Benefits: Industry-leading benefits and paid time off

Skills & Requirements

Must-have

  • FINRA SIE Series 7 Series 66 certification
  • Client service and banking offerings education
  • Operational excellence and risk management compliance

Nice-to-have

  • Self-motivated and coachable individual
  • Experience with Salesforce CRM platform
  • Detail-oriented in fast-paced environments

Key Requirements

  • Series 7 and Series 66 (or 63/65) licenses required
  • High School Diploma or GED minimum education
  • In-office culture with specific attendance requirements

Work Rights

Not specified

Tailored Resume

Cover Letter