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Registered Wealth Management Client Associate
Bank of AmericaIndianapolis, IN
Posted Oct 28, 2026
What you’d do
Provide support to Merrill Wealth Management Financial Advisors by assisting clients with wealth management and investment services in a full-time role. Must hold or obtain FINRA SIE, Series 7, and Series 66 licenses. Found on the employer's careers page on Oct 28, 2026. Apply through the link.
You’ll need
- FINRA Securities Industry Essentials (SIE) license
- Series 7 license
- Series 66 license (or 63 and 65)
- Advanced knowledge of investment products
- Full-time schedule
Our summary of the listing. The full listing has the details.