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Private Wealth Client Associate – Client Services Lead

Listing for: Bank of America
Full Time position Listed on 2026-11-14
Job specializations:
Salary/Wage Range or Industry Benchmark: 28 - 45 USD Hourly USD 28.00 45.00 HOUR

Job Description & How to Apply Below

Bank of America’s Orr Group in Frederick, MD seeks a Registered Client Associate to support Financial Advisors, deliver client service, and advocate for clients. The role emphasizes service excellence, risk management, and strong collaboration within a private wealth team.

The position requires FINRA SIE, Series 7, and Series 66 (or 63/65 in lieu), client-centricity, and adaptability to a fast-paced environment. Onsite state with 37.5 hours weekly and hourly pay range $28–$45.

We would love to welcome a new Private Wealth Client Associate – Client Services Lead to our group in Frederick, MD, United States.

All applications are reviewed carefully by our team.

The position is based in Frederick, MD, United States.

This opportunity is part of our work in Finance, Sales.

The advertised compensation is 39.000 - 62.000.

We aim to respond to suitable candidates as soon as possible.

Position Requirements

10+ Years work experience
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