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

Registered Private Wealth Client Associate

Bank of America · Charlotte, NC · posted 4 days ago

In short: Registered Private Wealth Client Associate at Bank of America in Charlotte, NC, posted 4 days ago.

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

Bank of Americaemployer
Charlotte, NClocation
Banking and wealth advisorysub-niche
4 days agoposted
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The job

LIVE Live feed (private-sector employer) Source: The Muse public API · Data: listed 2026-11-04

EmployerBank of America
LocationCharlotte, North Carolina
FieldFinance and Insurance › Banking and wealth advisory
LevelMid Level
Source categoryHuman Resources and Recruitment
Posted2026-11-04 (4 days ago)
Work arrangementOn-site at the location listed
PayNot 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 that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

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.

The McDade Group is a Private Wealth Management team based in Charlotte, North Carolina. The team works with a select group of families and individuals to help navigate the complexities of managing significant wealth. Our mission is to simplify our client's wealth and life, allowing clients more time to focus on the personal and professional pursuits that matter most. We are seeking a Registered Client Associate who brings a positive attitude and strong energy, and thrives as part of a successful, collaborative team.

Responsibilities:


Required Qualifications:


Desired Qualifications:


Skills:


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.

Shift:
1st shift (United States of America)

Hours Per Week:
37.5

Explore around this job

Field: Finance and Insurance Sub-niche: Banking and wealth advisory All jobs at Bank of America Jobs in North Carolina Jobs in Charlotte, NC Charlotte city guide North Carolina state guide Mecklenburg 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)

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.

Know your rights as a candidate and an employee:

The city

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

How Charlotte compares. Among the 100 largest places in North Carolina, Charlotte is #1 by population, #9 for remote work (#1 = most), #77 for rent (#1 = cheapest), #72 for homeownership (#1 = highest). Its county, Mecklenburg County, is #2 of 100 counties for average pay ($88,111).

The place in numbers

Charlotte has 903,844 residents (ACS 2020–2024), about 8.4% of the population of North Carolina. It covers 312 square miles of land, which works out to roughly 2,901 people per square mile. The median age is 34.5, 12% younger than the state median (34.5 against 39.1).

Housing

The median gross rent is $1,612 a month (rent plus utilities), 31% above the state median ($1,612 against $1,228). Over a year that is 23.6% 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 $385,700, which is 4.7 times the median household income ($82,068). 51.0% of households own their home, 23% below the state average (51.0% against 66.6%). A low ownership share points to a rental-heavy market with more apartments and shorter stays.

Work and pay

The Charlotte-Concord-Gastonia, NC-SC metropolitan area has 1,358,370 jobs in the BLS wage survey, and the median pay across all occupations is $49,990 a year, about the same as the national median ($49,990 against $50,980). The biggest occupation groups are office and administrative support (146,340 jobs, median $47,210); transportation and material moving (142,580 jobs, median $40,550); sales and related (139,760 jobs, median $40,880). The area is most specialised in computer and mathematical (1.4 times) and business and financial operations (1.3 times), where the share of workers is above the national share. The best-paying groups with at least 5,000 jobs are management ($133,220) and computer and mathematical ($120,930). In 2026M09 the unemployment rate of Mecklenburg County was 3.3%. 72.4% of residents aged 16 and over are in the labour force. The city lies in Mecklenburg County; its jobs, pay by industry and GDP are on the county page.

Getting around

Among workers, 57.4% drive alone, 1.9% use public transit, 1.7% walk, 28.8% work from home. 10.6% of workers commute 45 minutes or more, 24% below the state average (10.6% against 13.9%). 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

48.0% of adults aged 25 and over hold a bachelor's degree or higher, 35% above the state share (48.0% against 35.6%). 18.7% of residents were born outside the United States, 106% above the state share (18.7% against 9.1%). The poverty rate is 11.7%, 10% below the state rate (11.7% against 13.0%).

Climate

The warmest month is Jul, averaging 81°F (27.1°C), and the coolest is Jan at 40°F (4.4°C). About 1,146 mm (45 inches) of precipitation falls in a year; Jul is the wettest month (112 mm) and Jan the driest (80 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: Pineville (9 miles, rent 4% lower); Matthews (9 miles, rent 9% higher); Mint Hill (10 miles, rent 5% lower); Stallings (12 miles, rent 17% higher). Rent differences are against Charlotte; use the Compare tab to put any two cities side by side.

Full guide to Charlotte →North Carolina guideAll jobs in Charlotte

Official links for Charlotte

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 Charlotte, NC 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 ⇅
Charlotte, NC0 mi$1,612$385,700$82,06810.6%n/aJobs
Pineville, NC9 mi$1,552$395,100$69,3549.1%n/a—
Matthews, NC9 mi$1,764$445,100$108,61110.7%n/a—
Mint Hill, NC10 mi$1,528$428,900$100,86016.9%n/a—
Stallings, NC12 mi$1,882$428,000$115,97416.1%n/a—
Belmont, NC12 mi$1,365$395,000$94,88312.8%n/a—
Mount Holly, NC12 mi$1,256$337,800$79,38513.2%n/a—
Harrisburg, NC12 mi$2,640$478,000$148,25415.9%n/a—
Huntersville, NC14 mi$1,834$472,900$120,51613.7%n/a—
Weddington, NC14 mi$1,927$824,100$190,76614.5%n/a—
Indian Trail, NC14 mi$2,077$385,000$108,48317.7%n/a—
Fort Mill, SC15 mi$1,503$487,500$121,82315.9%n/a—
Tega Cay, SC16 mi$1,408$529,200$142,00025.6%n/a—
Lake Wylie, SC16 mi$1,710$485,600$112,09728.3%n/a—
Concord, NC17 mi$1,451$353,700$86,92117.3%n/a—
Cornelius, NC18 mi$1,722$559,400$113,76714.1%n/a—
Davidson, NC19 mi$1,652$687,700$166,55613.2%n/a—
Waxhaw, NC19 mi$1,840$549,400$131,89425.6%n/a—
Gastonia, NC20 mi$1,204$277,600$64,05919.3%n/a—
Monroe, NC21 mi$1,246$309,100$72,54023.4%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 Charlotte, NC 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 ⇅
Charlotte, NC0 mi903,844
Jacksonville, FL340 mi977,670
Columbus, OH350 mi914,802
Indianapolis, IN429 mi885,860
Philadelphia, PA455 mi1,579,706
New York, NY532 mi8,483,844
Chicago, IL589 mi2,711,226
Houston, TX926 mi2,328,253
Dallas, TX927 mi1,307,930
Oklahoma City, OK939 mi697,125
Fort Worth, TX960 mi963,194
Austin, TX1,039 mi979,539
San Antonio, TX1,105 mi1,479,835
Denver, CO1,351 mi718,877
Phoenix, AZ1,779 mi1,642,323
San Diego, CA2,074 mi1,389,526
Los Angeles, CA2,126 mi3,857,263
San Jose, CA2,270 mi990,138
Seattle, WA2,283 mi754,195
San Francisco, CA2,332 mi830,235

Nearby cities with open jobs (within 120 miles)

Sort:
City ⇅Straight-line distance ⇅Open jobs ⇅
Columbia, SC81 mi5
Chapel Hill, NC112 mi6

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

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.

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 Private Wealth Client Associate job at Bank of America?

A mid level role in finance and insurance (banking and wealth advisory) listed 4 days ago. The full description is on this page and on The Muse.

Where is this job?

Charlotte, NC.

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 Charlotte is $1,612 a month and median household income $82,068 (ACS 2020–2024).

How old is this listing?

It was posted on 2026-11-04 (4 days ago). Jobs older than 90 days are not shown.

Are there similar jobs?

Yes: browse banking and wealth advisory jobs in North Carolina.

Sources and terms

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Sources

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