Bank of America

Registered Private Wealth Client Associate

Bank of America

Austin, TX, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

At Bank of America, we believe in taking our clients’ financial health to the next level. We are looking for an ambitious, motivated and passionate Registered Private Wealth Client Associate to join our team. The successful candidate will provide comprehensive service to high-net-worth clients and ensure their financial objectives are met. They should have a deep understanding of investment and banking products and services, as well as excellent interpersonal and communication skills. The ideal candidate must have at least three years of experience in the financial services industry, with a focus on private wealth management. They should possess a Bachelor’s degree in business, finance, accounting, or a related field, as well as hold a valid FINRA Series 7, 66, and 24 licenses. The successful candidate will also have a proven record of providing excellent customer service, as well as a commitment to providing financial education to clients. If you have the qualifications and a passion for helping clients achieve their financial goals, then we want to hear from you!

Where is this job?
This job is located at Austin, TX, USA
Job Qualifications
  • Strong Communication Skills

  • Knowledge Of Financial Products

  • Bachelor's Degree In Finance Or Related Field

  • Organizational Skills

  • Proficient In Microsoft Office

  • Detail-Oriented

  • Experience In Client Service

  • Understanding Of Customer Service Principles

Required Skills
  • Risk Management

  • Financial Analysis

  • Research

  • Data Analysis

  • Communication

  • Negotiation

  • Client Service

  • Presentation

  • Report Writing

  • Relationship Building

  • Portfolio Management

  • Regulatory compliance

  • Problem-Solving

  • Asset allocation

  • Investment planning

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • Critical thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Registered Private Wealth Client Associate in Austin, TX, USA is $45,000 to $90,000 per year. This includes base salary, commission, bonuses, and other forms of compensation.

The salary range for a Registered Private Wealth Client Associate in Austin, TX, USA can vary depending on factors such as the individual’s experience, the company they work for, and the current market conditions. However, the average salary range for this position is typically between $45,000 to $90,000 per year.

Additional Information
Bank of America is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedApril 6th, 2023
Apply BeforeJune 21st, 2025
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About Bank of America

Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management, Global Banking, Global Markets, and Legacy Assets and Servicing. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses.

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