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Registered Wealth Management Client Associate

Bank of AmericaSugar Land, TX

Posted Oct 22, 2026

What you’d do

Provide support to Merrill Wealth Management Financial Advisors by assisting clients with wealth management and investment services. This full-time role requires maintaining industry licenses and knowledge of investment products. Found on the employer's careers page on Oct 22, 2026. Apply through the link.

You’ll need

  • FINRA Securities Industry Essentials (SIE) license
  • Series 7 license
  • Series 66 license or Series 63 and 65
  • Advanced knowledge of investment products
  • Full-time schedule

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