Registered Wealth Management Client Associate

Talentify; South Carolina; On-site; USD 37,000 - 62,000; Full time

Benefits offered by this job

Discretionary incentive

Annual discretionary plan

Benefits eligible

Job summary

Bank of America is seeking a Registered Wealth Management Client Associate to support Merrill Wealth Management teams in Oak Brook, IL. The role emphasizes client service, adherence to policies, and relationship building.

Ideal candidates hold FINRA SIE, Series 7, and Series 66 or equivalents, with strong knowledge of investment products and a client-centric approach. This in-office position includes benefits eligibility and a discretionary incentive plan.

Qualifications

• Holds FINRA SIE, Series 7, and Series 66 (63/65 accepted in lieu of 66).
• Advanced knowledge of investment products and financial services.
• Client-centric mindset with focus on client outcomes.
• Able to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent Client Service to Merrill Wealth Management clients.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Ensures practices align with bank policies to support operational excellence and risk management.
• Identifies and deepens client relationships by promoting banking offerings to clients.
• Supports day-to-day team activities and covers roles as needed with a client-first mindset.

Skills

SIE

Series 7

Series 66

Investment knowledge

Client-centric mindset

Tech adaptability

Tools

Salesforce

MS Office (Word/Excel/PowerPoint)

Job description

Registered Wealth Management Client Associate

Open Full-time Pay not stated

Open - Bank of America has a posting for this job. Posted 29 Sep 2026.

This posting

Opens ghr.wd1.myworkdayjobs.com. Talentify has not checked who owns that address. You apply there - Talentify never asks for an account or a CV.

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.

Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

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:

• Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66)
• Possesses advanced industry knowledge and an understanding of investment products
• Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
• Demonstrates a client-centric mindset, always acting in the best interest of the client
• Has the ability to learn and adapt to new information and technology platforms

Desired Qualifications:

• Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
• Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
• Demonstrates a commitment to continuous learning and professional growth
• Exhibits sound judgment and discretion when handling sensitive information
• Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
• Demonstrates professional verbal and written communication skills

Skills:

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

Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy

Shift:

1st shift (United States of America)

37.5

US - IL - Oak Brook - 2021 Spring Rd (IL9202)

Pay and benefits information

Pay range

$26.50 - $45.00 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.

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