Jobs at Bank of America

The Financial Solutions Advisor Candidate receives structured training to obtain SIE, Series 7, and Series 66 licenses, then advises clients on banking and investment solutions. Responsibilities include cultivating relationships, assessing financial needs, recommending strategies, delivering client reviews, managing a client portfolio, collaborating with banking partners, and meeting business goals. The role requires SAFE Act registration, weekday work with some Saturdays, and in-office financial center assignments.

Provides client service and operational support to multiple Financial Advisors and their clients. Responsibilities include addressing service needs, preparing accurate materials, following up on requests, maintaining policy compliance, supporting daily team activities, educating clients about banking offerings, deepening relationships, and identifying referrals. The role requires strong communication, organization, judgment, adaptability, and client focus, with proficiency in Microsoft Office and Salesforce preferred.

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.

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).

Provides personalized borrowing and banking guidance to financial center clients. Builds relationships, assesses financial and credit needs, recommends home lending and other banking solutions, originates mortgage applications, gathers documentation, manages pipelines, follows up with clients, and makes referrals. The role also supports regulatory compliance, risk management, client issue resolution, and coaching financial center associates on lending and client experience.

Provides personalized financial planning and investment guidance to clients, recommends banking and brokerage solutions, manages referrals, identifies prospects, and builds client relationships. The role requires obtaining industry licenses, completing training, managing risk, and complying with SAFE Act registration requirements for applicable mortgage activities.

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.

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

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.