Jobs at Bank of America

This role supports Financial Advisors in enhancing client relationships by managing client interactions, onboarding, and investment strategy meetings while ensuring client satisfaction.

This role involves providing tailored financial advice and solutions to clients, managing client relationships, and meeting regulatory requirements related to residential mortgage loans.

Conduct quantitative analytics and modeling projects, develop AI-driven tools, and integrate AI into existing workflows within banking and market sectors.

Provide customized financial advice to clients, build financial plans, and recommend investment strategies while meeting regulatory requirements.

The Wealth Management Client Associate role supports Financial Advisors by providing client service, obtaining required licenses, and progressing to a Financial Advisor role through training and building client relationships.

The role involves engaging with clients, developing financial goals, recommending suitable investment products, and building client relationships while achieving performance targets.

Responsible for providing comprehensive financial planning solutions, engaging with Financial Advisor teams, and driving investment opportunities for clients.

Provide comprehensive financial advice and customized solutions to clients, including building financial plans and recommending investment strategies.

Support Financial Advisors by providing client service, obtaining financial licenses, and progressing toward becoming a full-scale Financial Advisor. Responsibilities include managing client relationships, offering tailored solutions, and ensuring compliance with bank policies.

The role involves developing client relationships, assessing financial needs, recommending investment strategies, and building a book of business while collaborating with advisory teams at Merrill.

As a Financial Advisor in the Merrill Advisor Development Program, you'll work with high-net worth clients to identify needs, develop relationships, and recommend investment strategies. You'll manage your book of business while collaborating with experienced mentors.

The position involves providing client service support to Financial Advisors, ensuring timely and accurate service, and maintaining client relationships while following bank procedures.

The Merrill Advisor Development Program trains individuals to become Financial Advisors, focusing on developing client relationships, achieving performance targets, and delivering investment solutions tailored to client goals.

The role involves providing client service support to Financial Advisors, ensuring timely and accurate client materials, and maintaining client relationships through effective communication and service delivery.

The role involves providing client service support to Financial Advisors, ensuring excellent service, operational excellence, and maintaining client relationships. Responsibilities include managing client requests, educating clients on services, and supporting team activities.

Provide financial advice and customized solutions to clients, helping them achieve their financial goals through tailored brokerage products and strategies.

Provide excellent client service, support client relationships, ensure operational excellence, and manage day-to-day activities in wealth management.

Responsible for resolving complex client requests in an inbound contact center, ensuring accuracy and delivering a great client experience by communicating resolutions and maintaining accounts.

The Wealth Planner collaborates with Financial Advisor teams to provide financial planning solutions, analyze data, and identify investment opportunities for clients.

The Private Client Advisor II is responsible for acquiring new clients, deepening relationships, and managing client processes to drive business development in private banking.