Teams 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.