[Skip to main content](#main-content) [OpenNash Jobs](https://jobs.opennash.com/) [Hiring report](/reports/hiring/) · [All Bank of America jobs](https://jobs.opennash.com/companies/bank-of-america/) · [Search jobs](/search/) Bank of America · Winter Park # Registered Wealth Management Client Associate Winter Park Full-time Executive & Management Listed on Bank of America’s official careers site. Listed as of October 18, 2026. Check that it is still open and apply there. [Apply on Bank of America’s careers site →](https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Winter-Park/Registered-Wealth-Management-Client-Associate_25020135) [OpenNash Jobs](https://jobs.opennash.com/) / [Bank of America](https://jobs.opennash.com/companies/bank-of-america/) / Registered Wealth Management Client Associate ## Job description ### Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. The Registered Wealth Management Client Associate role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs). Incumbents may also on a regular basis, support office initiatives, in addition to the businesses of a particular Financial Advisor. For established clients, the Client Associate will often serve as the most frequent point of contact with Merrill. Fully registered (Series 7, 63, 65, & 66). Partial registration may be considered. Specific responsibilities include, but are not limited to: 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 everyday Key Qualifications for the role: 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 Shift: 1st shift (United States of America) ### Hours Per Week 37.5 ## At a glance - Posted by the employer: Not stated - First seen by OpenNash: Jul 10, 2026 - Last checked: Oct 18, 2026 - Listed for: 100 days - Location: Winter Park - Employment type: Full-time[Apply on Bank of America’s careers site →](https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Winter-Park/Registered-Wealth-Management-Client-Associate_25020135) ## More jobs at Bank of America ### [Relationship Manager](https://jobs.opennash.com/companies/bank-of-america/jobs/1023ecd7fe3858508dfb/) Winter Park ### [Associate Regional Director](https://jobs.opennash.com/companies/bank-of-america/jobs/c73a1a65b5127fb50ee7/) ### [Executive Protection Manager Charlotte, NC](https://jobs.opennash.com/companies/bank-of-america/jobs/3e6de84e19ec12ed3f2d/) Charlotte ## Similar jobs at other companies ### [Private Wealth Management, Wealth Management Professional, Analyst, Paris](https://jobs.opennash.com/companies/goldman-sachs-group/jobs/1befa8411f7cefd0b54f/) Goldman Sachs Group · Paris, France ### [Wealth Banker Associate, Citigold Private Client](https://jobs.opennash.com/companies/citigroup/jobs/f2fd11f87bc504a4cbe7/) Citigroup · Kowloon Hong Kong ### [Client Service Officer - Wealth Management M/F](https://jobs.opennash.com/companies/credit-agricole/jobs/3b9568456ccccb5be59e/) Credit Agricole · Singapore ### [Manager - Wealth Management](https://jobs.opennash.com/companies/bajaj-finserv/jobs/99725ec3c27d35e4442d/) Bajaj Finserv · Ahmedabad ### [Wealth Management Credit Risk Management Governance Lead -Vice President](https://jobs.opennash.com/companies/jpmorganchase/jobs/fa1d19244b2b67028228/) JPMorganChase · LONDON, United Kingdom OpenNash lists jobs from employers’ own careers sites and does not handle applications. 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