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.

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 responding to service requests, preparing accurate client materials, educating clients on banking and investment offerings, maintaining relationships, identifying referral opportunities, supporting policy compliance and risk management, and assisting with daily team coverage. The role requires strong communication, organization, judgment, adaptability, and a client-first mindset.

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.

Provides phone-based support for complex consumer and small business deposit issues. Responsibilities include researching accounts, performing maintenance, resolving escalated inquiries, documenting interactions, explaining complex scenarios, meeting service levels, navigating multiple systems, and delivering positive client experiences.

Provides expert phone-based support for complex consumer and small-business deposit issues. Responsibilities include answering calls within service levels, researching accounts, performing account maintenance, resolving escalated inquiries, documenting interactions, navigating multiple systems, and collaborating with internal teams to deliver effective client solutions.

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.

The Financial Solutions Advisor develops client relationships, assesses financial needs, recommends banking and investment solutions, and provides comprehensive financial guidance. The role includes structured training and required completion of SIE, Series 7, and Series 66 licensing exams. Advisors collaborate with banking and investment partners, manage referrals and client portfolios, conduct reviews and presentations, and support clients in achieving financial goals. The position requires client-focused communication, multitasking, adaptability, and a results-driven approach.

Supports quantitative and business analytics projects by extracting, integrating, transforming, and validating client, transaction, and performance data. Performs guided analyses to identify trends and actionable insights, communicates findings through reports, presentations, and dashboards, and partners with business and technology stakeholders. Maintains data quality, governance, documentation, and regulatory standards in a highly regulated financial-services environment.

Supports Financial Advisor teams by resolving complex client issues, analyzing risk trends, documenting client interactions in Salesforce, tracking follow-up actions, and assisting with team training. The role requires expertise in at least two wealth management functions, securities licenses, state registrations, SEC Form ADV-2B compliance, and strong client service, communication, analytical, and relationship management skills.

Analyzes and resolves payment operations issues, researches wire transactions, performs exception processing, and prepares reports. The role supports payment processing procedures, monitors operational data, identifies trends, validates processes, and helps implement products, services, process improvements, and automation. It also documents procedural and system changes, coordinates with partners, and provides operational guidance while maintaining accuracy and meeting deadlines.

Manages independent credit risk oversight and decisioning for complex criticized and distressed commercial exposures. Evaluates credit requests, risk ratings, reserves, collateral, repayment capacity, restructuring strategies, and asset quality impacts. Partners with workout teams, executives, Finance, and risk stakeholders on forecasting, reporting, governance, regulatory interpretations, audits, and Shared National Credit Reviews. Enhances problem-loan policies, provides regulatory training, and communicates credit decisions and portfolio changes to senior management.

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.

Entry-level financial advisory role involving structured licensing training for the SIE, Series 7, and Series 66 exams. The advisor builds and manages client relationships, assesses financial needs, recommends banking and investment solutions, conducts client reviews, develops referrals, and collaborates with banking and investment partners. The role requires in-office work, rotating Saturdays, SAFE Act registration, and successful completion of required securities licensing milestones.

Conducts end-to-end investigations into fraud, money laundering, terrorist financing, and other external financial crimes. Researches transaction data, customer information, public records, and social media; prepares Suspicious Activity Reports; coordinates with law enforcement and internal stakeholders; manages case inventories and service-level requirements; identifies compliance and operational risks; and recommends follow-up actions, including potential account closure.

Supports the CashPro Security roadmap by coordinating initiatives, governance, stakeholder alignment, executive reporting, vendor management, research, and rollout activities. The role analyzes client, market, and cybersecurity insights; prepares recommendations and communications; tracks Agile initiatives; facilitates meetings; and supports commercialization of security capabilities involving authentication, fraud prevention, digital identity, and cybersecurity.

Provides client service and operational support to multiple Financial Advisors, serving as a primary contact for wealth management clients. Responsibilities include educating clients on banking offerings, preparing accurate materials, fulfilling requests, maintaining policy compliance, supporting relationship development, identifying referrals, and assisting with daily team coverage. The role requires strong communication, organization, discretion, adaptability, client focus, and proficiency with Microsoft Office and Salesforce.

Analyzes and validates complex tax reporting data for Wealth Management accounts, investigates discrepancies, performs reconciliations, and supports regulatory compliance. The role researches tax inquiries, identifies risks and root causes, validates reports and controls, and assists with testing and implementing database enhancements and regulatory changes. It also develops reporting tools and data extraction processes, communicates findings to stakeholders, and supports tax statement accuracy during peak reporting periods.

Provides end-to-end operational support for US Prime Finance, focusing on margin and Prime Finance setup requirements, issue resolution, stakeholder coordination, risk management, and process improvements. Acts as the Shared Services liaison across Prime Finance, Margin, Risk, Client Services, and Account Management. The role requires subject-matter expertise, strong relationship management, operational risk awareness, and the ability to lead discussions, support technology changes, and train team members.