Jobs Private USA → Finance and Insurance → Banking and wealth advisory → Registered Wealth Management Client Associate

Registered Wealth Management Client Associate

Bank of America · Chicago, IL · posted 36 days ago

In short: Registered Wealth Management Client Associate at Bank of America in Chicago, IL, posted 36 days ago.

By AtiveSite · Published 07/11/2026 · Updated 08/11/2026 · Every figure is linked to its source below.

Bank of Americaemployer

Chicago, ILlocation

Banking and wealth advisorysub-niche

36 days agoposted

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The job

LIVE Live feed (private-sector employer) Source: The Muse public API · Data: listed 2026-10-03

Employer	Bank of America
Location	Chicago, Illinois
Field	Finance and Insurance › Banking and wealth advisory
Level	Mid Level
Source category	not stated
Posted	2026-10-03 (36 days ago)
Work arrangement	On-site at the location listed
Pay	Not published in the source listing

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.

Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.

Responsibilities:

Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Required Qualifications:

Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66)
If these licenses are not currently held, they must be obtained within a specified timeframe if being hired into a registered job code.
Possesses advanced industry knowledge and an understanding of investment products
Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
Demonstrates a client-centric mindset, always acting in the best interest of the client
Has the ability to learn and adapt to new information and technology platforms

Desired Qualifications:

Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
Is detail oriented
Demonstrates a commitment to continuous learning and professional growth
Exhibits sound judgment and discretion when handling sensitive information
Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
Demonstrates professional verbal and written communication skills

Skills:

Account Management
Client Management
Customer and Client Focus
Issue Management
Oral Communications
Business Development
Client Solutions Advisory
Pipeline Management
Prioritization
Administrative Services
Emotional Intelligence
Referral Identification
Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy

**The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA

Shift:
1st shift (United States of America)

Hours Per Week:
37.5

Pay Transparency details

US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110)

Pay and benefits information

Pay range

$25.00 - $45.00 hourly pay, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Explore around this job

Field: Finance and Insurance Sub-niche: Banking and wealth advisory All jobs at Bank of America Jobs in Illinois Jobs in Chicago, IL Chicago city guide Illinois state guide Cook County economy

View this job and apply on The Muse →

You apply on The Muse or on the employer's page; AtiveSite does not receive or process applications and is not affiliated with The Muse. The description above is shown as the source published it.

About the role

This is a Mid Level role in the Finance and Insurance field (Banking and wealth advisory) at Bank of America. Mid-level roles usually expect some years of relevant experience and the ability to work with limited supervision.

We could not match this job title to one occupation in the official wage statistics, so no pay estimate is shown. Pay is not in the source listing; ask the employer for the range and compare in the 240 job niches.

Does the pay work here? (estimate)

Gross salary a year Filing State income tax rate %

Estimate for a wage earner: 2026 federal brackets and standard deduction (IRS), Social Security 6.2% up to $184,500, Medicare 1.45% (+0.9% above $200,000 single / $250,000 married), and a state rate you set; set your own state tax rate. It ignores credits, pre-tax deductions, local taxes and benefits. Sources: IRS: tax year 2026 inflation adjustments · SSA wage base per Federal Register notice 2025-19763.

How to prepare and behave

This is editorial guidance, not information from the employer.

Read the whole description and match your examples to its requirements; use the same words the posting uses where they are true for you.
Research the employer before the interview: what it does, who its customers are and recent news; prepare two or three questions about the work.
Arrive early (or log in early for a video call), dress one step above the daily dress code, and test your camera and audio beforehand.
Answer with short stories: the situation, what you did and the result. Give numbers when you have them and never invent them.
Be honest about gaps; say what you did to learn and how fast you can close them.
Ask about the team, the first 90 days, how success is measured and the schedule; do not open with salary and time off.
When pay comes up, know the market range for the occupation and your lowest acceptable offer before you answer; ask for the full package in writing.
Send a short thank-you message within a day, mentioning one thing you discussed.

Know your rights as a candidate and an employee:

The city

The job is in Chicago, IL. Below is what the official statistics say about living and working there.

How Chicago compares. Among the 100 largest places in Illinois, Chicago is #1 by population, #96 for homeownership (#1 = highest), #87 for long commutes (#1 = fewest), #22 for remote work (#1 = most). Its county, Cook County, is #2 of 102 counties for average pay ($86,931).

The place in numbers

Chicago has 2,711,226 residents (ACS 2020–2024), about 21.4% of the population of Illinois. It covers 228 square miles of land, which works out to roughly 11,904 people per square mile. The median age is 35.8, 8% younger than the state median (35.8 against 39.0).

Housing

The median gross rent is $1,440 a month (rent plus utilities), 13% above the state median ($1,440 against $1,274). Over a year that is 22.2% of the median household income. US housing guidance treats housing as affordable when it takes 30% of income or less, so the typical household is under that line. The median home value is $334,100, which is 4.3 times the median household income ($77,902). 46.0% of households own their home, 31% below the state average (46.0% against 67.1%). A low ownership share points to a rental-heavy market with more apartments and shorter stays.

Work and pay

The Chicago-Naperville-Elgin, IL-IN metropolitan area has 4,513,280 jobs in the BLS wage survey, and the median pay across all occupations is $54,720 a year, 7% above the national median ($54,720 against $50,980). The biggest occupation groups are office and administrative support (488,940 jobs, median $48,840); transportation and material moving (484,580 jobs, median $45,920); management (404,010 jobs, median $131,890). The area is most specialised in management (1.2 times) and transportation and material moving (1.2 times), where the share of workers is above the national share. The best-paying groups with at least 5,000 jobs are management ($131,890) and legal ($112,440). In 2026M09 the unemployment rate of Cook County was 4.7%. 67.5% of residents aged 16 and over are in the labour force. The city lies in Cook County; its jobs, pay by industry and GDP are on the county page.

Getting around

Among workers, 44.8% drive alone, 17.7% use public transit, 5.8% walk, 21.0% work from home. 27.5% of workers commute 45 minutes or more, 39% above the state average (27.5% against 19.7%). Remote work is more common than in the state as a whole, which widens the set of employers a resident can work for without moving.

People and education

44.3% of adults aged 25 and over hold a bachelor's degree or higher, 17% above the state share (44.3% against 37.9%). 20.9% of residents were born outside the United States, 42% above the state share (20.9% against 14.8%). The poverty rate is 16.8%, 43% above the state rate (16.8% against 11.8%).

Climate

The warmest month is Aug, averaging 73°F (22.6°C), and the coolest is Jan at 28°F (-2.5°C). About 981 mm (39 inches) of precipitation falls in a year; May is the wettest month (117 mm) and Jan the driest (48 mm). These values come from NASA satellite-based climatology on a grid of about 50 km, so they describe the wider area, not a weather station in the city.

Nearby cities to compare

Closest cities in this guide: Cicero (4 miles, rent 20% lower); Berwyn (5 miles, rent 16% lower); Oak Park (6 miles, rent 11% higher); Burbank (8 miles, rent 12% lower). Rent differences are against Chicago; use the Compare tab to put any two cities side by side.

Full guide to Chicago →Illinois guide All jobs in Chicago

Official links for Chicago

These links go to official sources and open in a new window. The first one is the government's or company's own site as listed in Wikidata (property "official website"); check it before relying on it.

Where to live

CITY Official statistics Source: U.S. Census Bureau, American Community Survey 2020–2024 5-year (via Census Reporter) · Data: ACS 2020–2024

Places within 50 miles (straight line) of Chicago, IL that have a guide, with what living there costs. No pay estimate is shown because the title did not match one occupation.

Sort:

Place ⇅	Distance from the job city ⇅	Median rent ⇅	Median home value ⇅	Median household income ⇅	Commute 45+ min ⇅	Rent as % of occupation pay ⇅	Open jobs there ⇅
Chicago, IL	0 mi	$1,440	$334,100	$77,902	27.5%	n/a	Jobs
Cicero, IL	4 mi	$1,154	$249,400	$70,842	20.3%	n/a	—
Berwyn, IL	5 mi	$1,215	$299,800	$78,408	21.3%	n/a	—
Oak Park, IL	6 mi	$1,593	$465,500	$110,820	28.9%	n/a	—
Burbank, IL	8 mi	$1,265	$275,700	$80,116	26.7%	n/a	—
Elmwood Park, IL	9 mi	$1,334	$339,300	$91,955	31.4%	n/a	—
Oak Lawn, IL	9 mi	$1,335	$281,200	$83,911	27.4%	n/a	—
Melrose Park, IL	10 mi	$1,176	$275,800	$66,189	16.8%	n/a	—
Elmhurst, IL	14 mi	$1,975	$545,400	$149,644	24.5%	n/a	—
Skokie, IL	14 mi	$1,552	$387,200	$95,337	21.0%	n/a	—
Evanston, IL	14 mi	$1,762	$481,200	$96,434	21.6%	n/a	—
Park Ridge, IL	15 mi	$1,537	$551,200	$142,986	22.2%	n/a	—
Niles, IL	15 mi	$1,336	$358,700	$75,274	17.9%	n/a	—
Westmont, IL	15 mi	$1,533	$379,100	$88,090	17.1%	n/a	—
Morton Grove, IL	15 mi	$2,164	$389,100	$111,116	21.8%	n/a	—
Oak Forest, IL	16 mi	$1,328	$255,100	$91,990	27.3%	n/a	—
Wilmette, IL	17 mi	$1,978	$810,600	$190,662	32.6%	n/a	—
Lombard, IL	17 mi	$1,948	$335,700	$100,362	16.2%	n/a	—
Downers Grove, IL	18 mi	$1,656	$449,800	$115,114	20.8%	n/a	—
Des Plaines, IL	18 mi	$1,606	$335,600	$97,875	18.6%	n/a	—

Career paths

We could not match this title to one occupation, so here are the other sub-niches in Finance and Insurance, where your skills may carry over:

Insurance and claims (428) Accounting, audit and tax (413) Treasury, payments and risk (653)

Distances

CITY Calculation (straight line) Source: U.S. Census Bureau Gazetteer (coordinates) · Data: 2024

How far Chicago, IL is from the 20 largest US cities, in straight-line miles (not driving distance). Click a column to sort.

Sort:

From ⇅	Straight-line distance (miles) ⇅	Population of that city ⇅
Chicago, IL	0 mi	2,711,226
Indianapolis, IN	164 mi	885,860
Columbus, OH	277 mi	914,802
Charlotte, NC	589 mi	903,844
Philadelphia, PA	667 mi	1,579,706
Oklahoma City, OK	688 mi	697,125
New York, NY	718 mi	8,483,844
Dallas, TX	799 mi	1,307,930
Fort Worth, TX	820 mi	963,194
Jacksonville, FL	862 mi	977,670
Denver, CO	909 mi	718,877
Houston, TX	937 mi	2,328,253
Austin, TX	974 mi	979,539
San Antonio, TX	1,048 mi	1,479,835
Phoenix, AZ	1,445 mi	1,642,323
San Diego, CA	1,724 mi	1,389,526
Seattle, WA	1,732 mi	754,195
Los Angeles, CA	1,749 mi	3,857,263
San Jose, CA	1,832 mi	990,138
San Francisco, CA	1,885 mi	830,235

Nearby cities with open jobs (within 120 miles)

Sort:

City ⇅	Straight-line distance ⇅	Open jobs ⇅
Arlington Heights, IL	24 mi	10
Deerfield, IL	24 mi	2
Hoffman Estates, IL	28 mi	2
Aurora, IL	32 mi	3
Wauwatosa, WI	87 mi	1
Holland, MI	103 mi	2
Kalamazoo, MI	112 mi	2

The employer

Bank of America is the employer in this listing. See all its open jobs here →

Company description (from The Muse): Bank of America provides people, companies, and institutional investors with industry-leading financial products and services.

size: Large Size; industries: Financial Services; locations on The Muse: Charlotte, NC.

It is among the 200 largest US-headquartered employers in our list, with about 213,000 employees worldwide (2025). Company page with headquarters, state economy and official links →

Official links for Bank of America

The employer's profile on The Muse →

What it is like to work at a company (culture, schedules, benefits) is not in the source data, so we do not describe it. Read the description and ask the questions under "How to prepare".

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FAQ

What is the Registered Wealth Management Client Associate job at Bank of America?

A mid level role in finance and insurance (banking and wealth advisory) listed 36 days ago. The full description is on this page and on The Muse.

Where is this job?

Chicago, IL.

How do I apply?

Use the "View this job and apply on The Muse" button. AtiveSite does not receive applications.

How much does it pay?

The listing does not publish pay, and we could not match the title to one official occupation.

What is the cost of living there?

Median rent in Chicago is $1,440 a month and median household income $77,902 (ACS 2020–2024).

How old is this listing?

It was posted on 2026-10-03 (36 days ago). Jobs older than 90 days are not shown.

Are there similar jobs?

Yes: browse banking and wealth advisory jobs in Illinois.

Sources and terms

Job data: The Muse public API (listing dated 2026-10-03). The job disappears from this site when it disappears from the source.
Wages and projections: BLS OEWS (May 2025) and Employment Projections 2025–35.
City and county figures: Census Bureau ACS 2020–2024, BEA, BLS QCEW and LAUS, NASA POWER climatology; distances from Census Gazetteer coordinates.

AtiveSite is not affiliated with or endorsed by The Muse, the employer or any government agency, and does not process applications. Verify every detail with the employer before acting.

Sources

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