Jobs at Bank of America

The Wealth Management Client Associate supports Financial Advisors by providing client service, managing client relationships, and ensuring compliance with banking policies.

Join Merrill's Advisor Development Program to build a book of business and advise high-net-worth clients. Responsibilities include prospecting, client needs assessment, recommending suitable investments, managing client accounts, collaborating with specialists and documenting interactions in Salesforce. The role requires completing mandated training, meeting performance goals, and growing client relationships through referrals and networking.

Responsible for expanding client relationships, advising on financial needs, and managing complex credit opportunities for high-net-worth clients.

Acquire and deepen relationships with high-net-worth clients, lead client management and business development, deliver holistic Private Bank solutions (wealth structuring, credit, banking, asset management), promote digital adoption, ensure client retention, collaborate with internal partners, and comply with SAFE Act requirements when originating residential mortgage loans.

Support Treasury Sales Officers across the end-to-end sales process for middle-market clients: research, pre-call planning, pricing and profitability analysis, client onboarding/KYC coordination, CMP preparation, implementation support, sales data integrity, and preparation of client presentations to grow domestic and international treasury relationships.

Provide comprehensive financial advice, triage client leads, build customized financial plans, recommend brokerage and banking products, make referrals to partners, and maintain regulatory compliance including SAFE Act registration.

Provide high-touch wealth advisory and client coverage for corporate executives, leading the Client Management Process to deepen relationships. Deliver integrated recommendations across banking, credit, asset management and wealth structuring, coordinate enterprise partners, promote digital capabilities, and advocate for clients as a trusted advisor. May require SAFE Act registration for residential mortgage origination.

Serve as primary planning lead for senior executives in a corporate-sponsored wealth program. Provide holistic wealth, tax, estate, retirement, and executive compensation planning; coordinate specialists across investment, credit, banking, and trust; build trusted executive relationships; educate clients; and ensure compliant, personalized solutions to maximize value of company-sponsored compensation and benefits.

Develop relationships with high-net-worth clients, source prospects, recommend suitable investment products, manage client accounts, meet performance targets, collaborate with Merrill advisor teams, complete training and compliance (KYC/SAFE Act), and document interactions in Salesforce.

Provide comprehensive financial advice and customized investment solutions. Triage client leads, build financial plans, recommend brokerage and banking products, make internal referrals, engage new clients, mitigate risk, and complete required licenses and SAFE Act registration.

Support Credit Officers with underwriting, monitoring, and portfolio management for commercial lending. Coordinate pre- and post-closing activities, perform due diligence and document verification, create and clear monitoring ticklers, resolve data quality issues, and liaise with credit teams, operations, and partners. Ensure policy compliance and identify operational efficiency improvements.

Provide client service support to Financial Advisors by handling client requests, educating clients on banking and investment offerings, ensuring accuracy of client materials, promoting banking integration, supporting operational excellence and risk management, and covering team needs with a client-first mindset.

Provide specialized, personalized financial advice and solutions to small business and banking clients. Acquire and deepen client relationships through meetings, outreach, and pipeline management. Recommend borrowing and banking products, make client decisions and referrals, partner with center leaders to coach associates, and balance sales performance with operational risk and client care.

Client-facing role to originate, structure, and manage customized credit solutions for ultra-high-net-worth clients; drive funded loan and revenue growth; collaborate with underwriting, risk, operations and portfolio management to deliver seamless service while maintaining asset quality and regulatory compliance.

As a Financial Solutions Advisor, you will obtain necessary licenses, build client relationships, and provide financial advice while progressing within the role.

Manage and deepen relationships with high-net-worth clients by identifying cross-product opportunities, leading complex credit and structured deals, growing assets and revenue, coordinating client teams to deliver a branded experience, mentoring teammates, and partnering with internal and external centers of influence to drive new business and digital adoption.

As a Financial Solutions Advisor, you will obtain necessary licenses and develop skills to manage client relationships, providing financial advice and solutions based on their needs.

Provide comprehensive financial advice and customized investment solutions. Triage client leads, build financial plans using brokerage products, refer clients to internal partners, meet sales goals, complete required licenses/training (including SAFE Act), and mitigate risk while delivering strong client relationships and coaching referral partners.

Provide comprehensive financial advice and customized investment and banking solutions. Triage client leads, build financial plans, recommend brokerage products, refer clients to internal partners, mitigate risk, and identify new clients. Complete required licenses and trainings, including SAFE Act registration for mortgage origination duties.

The GWIM Credit Product Specialist develops and supports strategies for delivering credit solutions to wealth management clients, focusing on relationship building and profitability analysis.