Top Tech Jobs & Startup Jobs

The role involves advising clients on financial goals, developing financial plans, and recommending investment and banking solutions while ensuring compliance with regulations.

The Private Wealth Client Associate provides client service support to Financial Advisors by managing client needs, ensuring compliance, and enhancing client relationships. Responsibilities include educating clients on banking services, ensuring timely follow-through on requests, and supporting operational excellence goals.

The Funds Portfolio Manager will manage Hedge Fund and Regulated Fund portfolios, focusing on credit risk analysis, reporting, and improving monitoring processes. Responsibilities include credit evaluations, collaboration with stakeholders, and leveraging AI for efficiencies.

The Wealth Management Client Associate provides client service support to Financial Advisors, ensuring accurate and timely responses to client needs while promoting the bank's offerings.

The role provides client service to Financial Advisors, facilitating client needs, ensuring compliance, and supporting day-to-day operations.

The role involves reporting, analysis, and monitoring market risks, identifying exposures, developing mitigation strategies, and ensuring adherence to regulatory requirements.

Provide customized financial advice and solutions to clients, helping them achieve financial goals through investment and banking products. Responsibilities include client interaction, risk management, and collaborating with internal services.

Provide clients with customized financial advice, triage leads, recommend brokerage and banking products, and meet financial goals. Requires licenses and knowledge in investment strategies.

This role involves providing client service support to Financial Advisors, customizing solutions for clients, and ensuring operational excellence while maintaining client relationships.

As a Financial Solutions Advisor Stage I, you will obtain required securities licenses, build client relationships, and provide financial advice by leveraging Bank of America’s investment solutions. This includes training to guide clients on achieving financial goals.