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The role involves advising clients on financial goals, creating financial plans, recommending brokerage products, and making client referrals to appropriate services.

Trainee role to obtain SIE, Series 7 and Series 66 licenses and provide phone-based holistic financial advice. Build client relationships, identify investment and banking solutions, complete required training and SAFE Act registration, and progress into a Merrill Financial Advisor role.

Provide client service support to Financial Advisors by onboarding accounts, processing wires and journal entries, managing householding and bannering activities, and serving as frequent client contact. Ensure accuracy, regulatory adherence, risk management, and promote banking/investment solutions while supporting team operations and covering absences.

Join Bank of America as a Financial Solutions Advisor Stage I to obtain FINRA licenses (SIE, Series 7, 66), learn advisory skills, build client relationships, deliver banking and investment solutions, and progress to higher advisor roles while completing SAFE Act registration for mortgage origination.

Provide client service support to Financial Advisors, acting as primary client contact. Educate clients on banking offerings, ensure accuracy and timeliness of client materials, follow up on requests, support operational compliance, deepen client relationships, and assist with day-to-day team activities and coverage during absences.

Train to obtain SIE, Series 7 and Series 66 licenses, develop and manage client relationships, provide banking and investment advice, deliver client presentations, collaborate with banking and investment partners, meet performance goals, and complete SAFE Act registration for residential mortgage originations.

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.

The Technical Architect defines architectural vision aligned with enterprise strategy, evaluates system impacts, leads cloud architecture initiatives, and ensures regulatory compliance while mentoring teams.

Analyze business needs and define end-to-end functional designs for Treasury implementations. Collaborate with business partners, developers, and testers to translate requirements into technical solutions, drive development and implementation of enterprise applications, and support project delivery and stakeholder communication.