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Provide comprehensive financial advice and customized investment and banking solutions to clients. Triage leads, refer to internal partners, build financial plans, recommend brokerage products, mitigate risk, pursue new client opportunities, and complete required licenses and trainings (including SAFE Act registration if originating mortgages).

Join Bank of America as a Financial Solutions Advisor Stage I to obtain SIE, Series 7 and 66 licenses, learn advisory skills, build client relationships, recommend banking and investment solutions, and progress to higher advisor roles. Role includes training, coaching, SAFE Act registration, collaborating with partners, and working in financial centers with some Saturday availability.

Provide client service support to Financial Advisors by managing client requests, educating clients on banking and investment offerings, ensuring accuracy and compliance with policies, deepening client relationships, and supporting day-to-day team activities including coverage during absences.

Develop, implement and validate quantitative risk and capital models across business domains. Perform end-to-end market risk stress testing, statistical analysis on large datasets, produce technical documentation, collaborate with stakeholders and technology to deploy governed Python implementations, and support model risk management and regulatory requirements.

Conduct financial crime investigations by analyzing customer and transaction data, document findings, complete SARs, escalate suspicious activity, and manage cases from intake to resolution while meeting regulatory, quality, and production standards.

Conduct financial crime investigations from initial review through resolution: analyze transactions and customer data, identify suspicious activity, prepare SARs, document findings, escalate risks to stakeholders, and ensure compliance with regulations and policies while meeting quality and production expectations.

Trainee financial advisor who will study for and obtain securities licenses (SIE, Series 7, Series 66), learn consultative advisory skills, acquire and manage client relationships, deliver Bank of America and Merrill banking and investment solutions, perform client reviews, and collaborate with internal partners while adhering to SAFE Act registration requirements.

Conduct AML and financial crime investigations from initial review through documentation and resolution. Analyze customer and transactional data, identify suspicious patterns, prepare timely Suspicious Activity Reports (SARs), escalate findings, and ensure investigations meet regulatory, policy, and quality standards.

Conduct AML and financial crime investigations: analyze transactions and customer data, document findings, prepare timely SARs, escalate risks, and manage full investigation lifecycle while ensuring regulatory compliance and quality standards.

Bank of America hires and trains candidates to obtain securities licenses (SIE, Series 7, Series 66) and develop advisory skills. As a Financial Solutions Advisor Stage I you will learn to build and manage client relationships, deliver banking and investment solutions, provide client reviews and recommendations, collaborate with partners, and progress through staged development while meeting SAFE Act registration requirements for mortgage originations.