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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.

Provide client service support to Financial Advisors, serve as primary client contact, educate clients on bank offerings, ensure accuracy and timeliness of materials, follow policies to manage risk, deepen client relationships, promote banking solutions, and support day-to-day team activities including coverage during absences.

Provide comprehensive investment advice and customized financial plans for clients; triage leads and refer to partners; recommend brokerage products (stocks, bonds, mutual funds, annuities); complete required licenses and trainings; comply with SAFE Act registration and regulatory due diligence; engage prospective clients and support referral partners.

Provide comprehensive financial advice and customized investment solutions to clients. Triage leads, refer to internal partners, build financial plans, recommend brokerage products, and ensure regulatory compliance (SAFE Act). Grow client relationships and meet sales goals.

Support financial advisors and clients by originating business, advising on hedge fund products, designing and presenting customized hedge fund portfolios, and assessing third-party fund partners to drive utilization for UHNW and institutional clients.

Provide comprehensive financial advice and customized investment solutions to clients, triage leads, refer to internal partners, build financial plans using brokerage and banking products, recommend investments, meet sales goals, and complete required licenses and SAFE Act registration.

Trainee role in Merrill's Advisor Development Program to obtain SIE, Series 7 and 66 licenses, learn advisory skills, build client relationships, and transition into a Merrill Financial Solutions Advisor role supporting clients' financial goals.

Provide customized financial advice and solutions, manage client relationships, recommend investment strategies, and meet regulatory requirements.

Join the Merrill Advisor Development Program to build a book of business, source and service high-net-worth clients, recommend suitable investment solutions, collaborate with specialists, complete training, and document client interactions in Salesforce while meeting performance targets.

The role involves designing infrastructure tools, developing software solutions, ensuring production stability, and providing technical expertise within a team environment.