Jobs at Bank of America

Facilitates commercial credit underwriting and monitoring by analyzing financial statements, projections, industry data, collateral, covenant compliance, and policy requirements. Performs financial spreading, risk rating, covenant calculations, and periodic risk reviews. Partners with credit and client teams, manages workflow, identifies process issues, and escalates risks appropriately while maintaining accurate documentation and supporting the bank’s risk appetite.

Supports Treasury Sales Officers serving middle-market clients by coordinating research, pipeline and sales data, portfolio analysis, pricing models, proposals, client meetings, onboarding, implementation, and training. Partners with product, AML, and onboarding teams to develop revenue-growth strategies, deepen client relationships, manage service issues, and identify new business opportunities. The role requires treasury or corporate banking experience, strong financial and analytical skills, client communication abilities, and Microsoft Office proficiency.

Provides personalized financial planning and investment recommendations using brokerage, banking, and money management products. Builds client relationships, assesses financial needs, triages requests, makes internal referrals, identifies prospective clients, manages risk, and completes required licensing and training. The role requires client-focused communication, multitasking, adaptability, and compliance with SAFE Act registration requirements.

Serves as a specialized wealth-planning resource for advisor teams and high- and ultra-high-net-worth clients. Leads engagements, analyzes estate and financial information, develops integrated trust, estate, tax, investment, retirement, philanthropic, and cash-flow strategies, and supports implementation with client advisors. Builds client and referral relationships, assists with new business opportunities, monitors tax and planning developments, and represents the firm in the marketplace. Travel of up to 10% is expected.

Acquires new private banking clients, deepens existing relationships, and leads client teams in delivering integrated wealth, credit, banking, and asset management solutions. Develops client networks, identifies business opportunities, advocates for high-net-worth clients, supports retention, and collaborates with internal and external partners. The role may originate residential mortgage loans and requires SAFE Act registration and applicable securities licenses.

Supports commercial banking clients and prospects through market and industry analysis, financial modeling, pitchbooks, relationship reviews, client presentations, transaction coordination, credit and treasury processes, portfolio optimization, and business development analytics. Interprets corporate financial statements and cash flows, collaborates with relationship managers and product specialists, and helps identify opportunities to strengthen client relationships and deliver financial solutions.

The Merrill Lending Solutions Advisor II focuses on driving lending solution adoption among Ultra High Net Worth clients by managing credit activities and supporting financial advisors in deal structuring and execution.

This role focuses on acquiring new clients, deepening relationships, and ensuring client retention while managing a client team and providing comprehensive financial solutions.

Provide comprehensive financial advice to clients: triage leads, build financial plans, recommend brokerage and banking products, make internal referrals, mitigate risk, and pursue business development while completing required licenses and trainings (SAFE Act, Series exams).

The role provides client service support to Financial Advisors, focusing on client advocacy, operational excellence, and tailored solutions for clients' needs.

Provide personalized financial advice and solutions, triage client leads, make referrals, recommend investment and banking products, build client relationships, complete required licenses and trainings, and comply with SAFE Act registration when originating residential mortgages.

Develop relationships with high-net-worth clients, source prospects, recommend suitable investment products, manage client accounts, document interactions in Salesforce, meet performance targets, complete required training and SAFE Act registration, and collaborate with Merrill and Bank of America specialists to grow a book of business.

The role involves providing financial advice, building client relationships, and achieving financial goals. It requires experience in investments and strong communication skills.

The portfolio manager oversees high net worth clients' investments, develops strategies, and manages portfolios, with a focus on client relationships and investment returns.

As a Financial Solutions Advisor Stage I, you will provide financial advice, conduct client presentations, and transition between banking and investments.

Provide financial planning and investment advice to clients, build financial plans, and recommend brokerage products based on client needs.

The role involves providing financial advice, creating financial plans, recommending products, and managing client relationships to achieve financial goals.

As a Financial Solutions Advisor, you will obtain necessary securities licenses and develop skills to manage client relationships, offer financial guidance, and assist clients with banking and investment solutions.

Train to obtain SIE, Series 7 and Series 66 licenses, develop and manage client relationships, provide banking and investment advice, deliver client presentations, collaborate with banking and investment partners, meet performance goals, and complete SAFE Act registration for residential mortgage originations.