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Join Bank of America as a licensed Financial Solutions Advisor Stage I candidate, complete SIE/Series 7/66 licensing, learn advisory skills, acquire and manage client relationships, recommend banking and investment solutions, collaborate with partners, and progress to Stage II with ongoing training and development.

Develop and grow a book of high-net-worth clients by identifying needs, recommending suitable investment products, prospecting and networking, collaborating with specialists, documenting interactions in Salesforce, completing required training, and meeting performance and compliance requirements.

Design and implement reusable, scalable software and big-data components for risk modeling and testing. Build performant pipelines, apply quantitative methods, collaborate with modelers and stakeholders, and produce repeatable technical documentation for internal and regulatory use.

Provide high-level, confidential administrative support to senior management: manage calendars, schedule meetings, coordinate domestic and international travel and visas, process expense reports, communicate with executives and clients, prepare presentations, support conference logistics, and provide backup to other office assistants.

The Private Client Advisor II is responsible for acquiring new clients, enhancing client relationships, and managing client interactions while ensuring service delivery and client retention. The role requires extensive financial services experience and aims at providing tailored financial solutions to high-net-worth clients.

Lead a team focused on delivering technology products for automated patching and repaving in a secure, scalable environment while coaching staff and managing stakeholder relationships.

Provide comprehensive financial advice and customized investment solutions. Triage client leads, build financial plans with brokerage products, recommend banking and investment strategies, make referrals to internal partners, mitigate risk, identify new clients, and complete required licenses and trainings (including SAFE Act registration when applicable).

Provide client service support to one or more Financial Advisors, acting as primary client contact. Educate clients on banking and investment offerings, ensure accuracy and compliance of client materials, deepen client relationships, fulfill FA requests, and support day-to-day team operations including coverage during absences.

Provide client service support to Financial Advisors by addressing client needs, preparing accurate client materials, promoting banking and investment offerings, and ensuring compliance with policies. Serve as a frequent client contact, deepen relationships, support team activities, and cover duties during absences to drive operational excellence and client advocacy.

Provide client service support to Financial Advisors by managing client requests, delivering accurate client materials, promoting banking and investment offerings, ensuring compliance with policies, and supporting day-to-day team activities to deepen client relationships and operational excellence.