Bank of America · 8 hours ago
Registered Wealth Management Client Associate
Boca Raton, FL
Full-time
Onsite
Mid Level
4+ years expBank of America is a leading provider of comprehensive wealth management and investment products and services. The Registered Wealth Management Client Associate role involves providing operational and sales support to Financial Advisors while ensuring a high-quality client service experience.
Asset ManagementBankingFinanceFinancial ServicesFinTech
Responsibilities
Work with highly affluent clients
Lead end-to-end onboarding and maintenance activities for new and existing clients
Provide products and services to each client, working with cross line of business partners
Use creativity to tackle complex problems; Manage client servicing requests and account maintenance; Use multiple communication methods to ensure a consistent and exceptional client service experience
Act as a key team member leading our clients’ digital experience with the firm
Create ease of access and interaction, while protecting their privacy and security
Find opportunities to innovate every day
Qualification
Required
Candidates are required to currently hold Series 7 & 66 or 63/65
2+ years post high school education and/or 4+ years of professional or relevant internship experience; Undergraduate degree a plus
Product Knowledge: Foundational knowledge of investment and banking products
Energetic individual that is self-motivated, coachable, and flexible in thought
Enjoys a fast-paced environment with changing and evolving responsibility
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 communication
Company
Bank of America
Bank of America is a financial institution that offers credit cards, home loans, and auto loan services.
10001+ employees
H1B Sponsorship
Bank of America has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (780)
2024 (546)
2023 (590)
2022 (759)
2021 (715)
2020 (931)
Funding
Current Stage
Public CompanyTotal Funding
$3.59BKey Investors
Berkshire Hathaway
2025-02-20Post Ipo Debt· $386.79M
2024-11-26Post Ipo Debt· $2B
2020-07-28Post Ipo Equity· $400M
Leadership Team
Charissa Messer
Senior Vice President, Creative Agency Executive (Enterprise Creative Solutions)
Rami Salem
SVP Strategic Competitive Intelligence
Recent News
2026-01-11
2026-01-11
Company data provided by crunchbase