Business & FinanceEntry levelOn site
Registered Wealth Management Client Associate
Bank of AmericaWinter Park, FL
Posted Oct 13, 2026
What you’d do
Support a Merrill financial advisory team in wealth management client relationships, using knowledge of investment products. Full time; FINRA SIE, Series 7 and Series 66 licenses required, or obtained within a set timeframe if hired into a registered role. Found on the employer's careers page on Oct 18, 2026. Apply through the link.
You’ll need
- FINRA SIE license
- Series 7 license
- Series 66 license (63 and 65 accepted)
- Advanced industry knowledge of investment products
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