Jobs at Bank of America

Provides client service support to multiple Financial Advisors, serving as a primary contact for client needs. Responsibilities include preparing accurate materials, fulfilling requests, educating clients about banking and investment offerings, maintaining relationships, supporting policy compliance and risk management, and assisting with daily team operations. The role requires strong communication, organization, client focus, adaptability, and proficiency with Microsoft Office and Salesforce.

Entry-level financial advisory role combining structured licensing training with client relationship development, financial needs assessment, investment and banking solution recommendations, portfolio growth, referrals, and client presentations. The candidate must obtain SIE, Series 7, and Series 66 licenses within specified deadlines, collaborate with banking partners, and work a Monday-Friday schedule with rotating Saturdays in an office-based financial center environment.

Entry-level Financial Solutions Advisor trainee who earns SIE, Series 7, and Series 66 licenses through structured training, then advises banking, small-business, and high-net-worth clients. Responsibilities include building client relationships, identifying needs, recommending banking and investment solutions, conducting client reviews, managing referrals and pipelines, and collaborating with banking and investment partners. The role requires SAFE Act registration, client-focused communication, time management, adaptability, and a results-driven approach.

Build and manage client relationships while identifying financial needs and recommending banking and investment solutions. Complete training and obtain SIE, Series 7, and Series 66 licenses within required timelines. Provide comprehensive financial advice, conduct client reviews, develop referrals, collaborate with banking and investment partners, and support clients in achieving financial goals. The role involves in-office work, rotating Saturdays, and SAFE Act registration.

Provides client service support to multiple Financial Advisors, serving as a primary client contact. Responsibilities include handling service requests, preparing accurate materials, supporting banking and investment offerings, maintaining client relationships, following policies, managing risk, and assisting with daily team operations. The role requires strong communication, organization, client focus, adaptability, and discretion when handling sensitive information.

Train to obtain SIE, Series 7, and Series 66 licenses, then advise clients on banking and investment solutions. Build and manage client relationships, assess financial needs, provide comprehensive recommendations, conduct client reviews, generate referrals, and collaborate with banking and investment partners. The role includes structured training, coaching, financial-center or phone-based work, and a Monday–Friday schedule with rotating Saturdays.

Supports commercial banking clients through financial and market analysis, industry research, financial modeling, pitchbook and relationship review preparation, and transaction execution. Collaborates with relationship managers, market executives, product specialists, and deal teams to develop client solutions, assess financial conditions, support credit and treasury processes, monitor client activity, and identify business opportunities.

Entry-level financial advisory role providing client relationship management, comprehensive financial guidance, investment and banking solutions, and referrals. The role includes structured training and requires obtaining SIE, Series 7, and Series 66 licenses within specified deadlines. Advisors work with banking customers, small businesses, and higher-net-worth clients, conduct reviews, recommend strategies, collaborate with banking and investment partners, and develop client portfolios in a financial center environment.

Entry-level financial advisory role combining structured licensing training with client relationship development, needs assessment, investment and banking solution recommendations, portfolio growth, referrals, and comprehensive financial guidance. The advisor must obtain SIE, Series 7, and Series 66 licenses within specified deadlines, collaborate with banking and investment partners, and serve clients in a financial center or phone-based capacity. The role requires strong communication, organization, adaptability, and results-driven client service.

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

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.

Leads Merrill’s market-level client service and wealth management banking strategy. Manages Wealth Management Client Associates, operations staff, and branch operations; drives growth, digital-first service, regulatory compliance, risk management, audits, client account approvals, expenses, referrals, and service excellence. Partners with market leadership, advisors, and home office teams while recruiting, coaching, developing, and supervising staff.

Provides personalized financial guidance to clients by developing financial plans, recommending banking and investment products, managing referrals, identifying prospects, and meeting sales goals. The role requires investment licensing, regulatory compliance, risk management, client relationship development, and completion of required training. Employees work Monday through Friday with some Saturdays and may initially operate in a phone-based capacity before transitioning to a financial center.

Provides personalized financial guidance by assessing client goals, creating financial plans, recommending banking and investment products, and making referrals to internal partners. Builds client relationships, identifies prospects, manages leads, supports sales goals, mitigates risk, and completes required licensing and training. The role requires Series 7 and Series 66 licenses, or equivalent Series 63 and 65 licenses, and involves SAFE Act registration.

Provides personalized financial advice and investment solutions to clients, including financial planning, brokerage products, banking strategies, and referrals to internal partners. Builds client relationships, identifies new business opportunities, manages regulatory risk, and supports referral partners. The role requires Series 7 and Series 66 or equivalent licenses, SAFE Act registration, financial services experience, and availability for weekday and occasional Saturday work.

Develops and manages relationships with high-net-worth clients, identifies financial needs, recommends suitable investment products, builds a book of business, prospects for clients, services accounts, documents interactions in Salesforce, and completes required training and compliance activities. The role includes mentorship, comprehensive wealth planning, business development, client presentations, referrals to specialists, and performance-based goals.

Provides personalized financial guidance to clients across borrowing and banking products. Builds and deepens relationships, conducts client meetings, identifies needs, recommends solutions, manages outreach and pipelines, handles referrals and client requests, and balances sales performance with operational risk and client care. Partners with financial center leaders to provide specialized guidance and coaching to associates.

Provides client service and administrative support to Merrill wealth management teams. Educates clients about banking and investment offerings, maintains accurate client materials, fulfills client and advisor requests, supports policy compliance and risk management, and deepens client relationships through banking solutions and referrals. The role also supports daily team operations, requires strong communication and organization, and may involve FINRA securities licensing.

Manages and grows treasury revenue across large corporate clients by developing customized liquidity, payments, trade finance, FX, and commercial card solutions. Partners with corporate bankers and product teams to expand relationships, drive profitability, develop pricing and proposals, and deliver client presentations. Requires strong treasury expertise, business development, relationship management, financial acumen, negotiation, communication, strategic thinking, risk management, and executive presence.

Provides personalized financial planning and investment advice to clients, recommending brokerage, banking, and money management solutions. Responsibilities include building financial plans, identifying client needs, making internal referrals, managing risk, developing new client relationships, and coaching referral partners. The role requires securities licenses, regulatory compliance, client relationship skills, and availability Monday through Friday with rotating Saturdays.