Registered Wealth Management Client Associate

Bank of America; Rhode Island; On-site; USD 37,000 - 58,000; Full time

Benefits offered by this job

Discretionary incentive

Benefits eligible

Industry-leading benefits

Job summary

Bank of America’s Merrill Wealth Management is seeking a Registered Wealth Management Client Associate to support multiple Financial Advisors with client service, education on banking and investment offerings, and transaction processing. You will help deepen client relationships, ensure timely materials, and maintain compliance with bank policies while contributing to risk management.

This is a full-time, first-shift position with a competitive hourly pay range and a comprehensive benefits

Qualifications

• FINRA SIE, Series 7, 63/65 or 66 required.
• Displays advanced industry knowledge and understanding of investment products.

Responsibilities

• Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings.
• Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk.
• Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices.
• Supports day-to-day team activities and needs including covering roles during absence or seasonal needs, with a client-first mindset.

Skills

Account Management

Client Management

Customer Focus

Issue Management

Oral Communications

Business Development

Client Solutions Advisory

Administrative Services

Referral Identification

Tools

Salesforce

Job description

Registered Wealth Management Client Associate

Open Full-time 26.50–42.00 USD per hour as stated in the posting

Open — Bank of America has a posting for this job. Posted 11 Jun 2025.

This posting

Posted 11 Jun 2025 · Full-time · 26.50–42.00 USD per hour as stated in the posting

About this job

Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

Job Description:

This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.

Responsibilities:

• Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
• Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
• Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
• Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Required Qualifications:

• FINRA Securities Industry Essentials (SIE), Series 7, 63/65 or 66
• Displays advanced industry knowledge and understanding of investment products

Desired Qualifications:

• Energetic individual that is self-motivated, coachable and flexible in thought
• Enjoys a fast-paced environment with changing and evolving responsibilities
• Detail oriented
• Invested in personal development
• Consistently pursues client experience excellence
• Works quickly to fulfill client needs, delivering complex solutions
• Frequent communication and an abundance of discretion with sensitive information
• Microsoft Word, Excel and PowerPoint experience with Salesforce a plus
• Professional verbal and written c

Skills:

• Account Management
• Client Management
• Customer and Client Focus
• Issue Management
• Oral Communications
• Business Development
• Client Solutions Advisory
• Administrative Services
• Referral Identification

Shift:

1st shift (United States of America)

37.5

Pay and benefits information

Pay range

$26.50 - $42.00 hourly pay, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.