Registered Wealth Management Client Associate

Bank of America (GHR)

Easton, MD, US
Base: $26.50 - $42.00 hourly; bonus/equity: discre...
Onsite
Client service support
Client relationship management
Operational excellence goals
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs), addressing all service needs of their clients

Job Summary

  • This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs), addressing all service needs of their clients.
  • Responsibilities include educating clients on bank offerings, ensuring accuracy in client materials, and identifying/deepening client relationships.
  • The role requires FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (or 63/65) licenses, advanced industry knowledge, and a client-centric mindset.

Matching Summary

This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs), addressing all service needs of their clients.

Salary

Base: $26.50 - $42.00 hourly; Bonus/Equity: Discretionary incentive eligible; Benefits: Benefits eligible

Skills & Requirements

Must-have

  • Client service support
  • Client relationship management
  • Operational excellence goals
  • Client advocacy
  • Financial Advisor support

Nice-to-have

  • Continuous learning and professional growth
  • Sound judgment and discretion
  • Adaptable to new technology
  • Culture driven, resilient, results focused

Key Requirements

  • FINRA SIE, Series 7, Series 66
  • Advanced industry knowledge
  • Client-centric mindset
  • Ability to learn and adapt
  • High School Diploma / GED

Work Rights

Not specified

Tailored Resume

Cover Letter