Top Tech Jobs & Startup Jobs

The Private Client Advisor II is responsible for acquiring new clients, deepening relationships, and delivering a high-quality client experience, while ensuring client retention and compliance with SAFE Act requirements.

The Senior Engineer will architect and optimize Splunk infrastructure while managing security logging and enhancing observability for operations.

Manage the Equipment Management Valuation team, setting residual values for leasing transactions, while ensuring efficiency, risk control, and relationship building with clients and stakeholders.

Provide comprehensive financial advice and customized investment solutions to clients. Triage leads, refer to internal partners, build financial plans with brokerage products, recommend strategies aligned to goals, identify new clients, coach referral partners, and maintain regulatory compliance including SAFE Act registration.

Bank of America Financial Solutions Advisor Stage I candidate will obtain SIE, Series 7 and 66 licenses, learn advisory skills, build client relationships, deliver banking and investment solutions, collaborate with partners, and complete SAFE Act registration for residential mortgage originations.

The Private Client Advisor II is responsible for acquiring new clients, deepening relationships, and managing client processes to drive business development in private banking.

The Wealth Planner collaborates with Financial Advisor teams to provide financial planning solutions, analyze data, and identify investment opportunities for clients.

Develop relationships with high-net-worth clients, source prospects, recommend suitable investment products, manage client accounts, meet performance targets, collaborate with Merrill advisor teams, complete training and compliance (KYC/SAFE Act), and document interactions in Salesforce.

Provide financial advice and solutions (investments, banking, lending) via a contact center. Use consultative sales to build and manage client relationships, collaborate with Bank of America and Merrill partners, meet performance goals, complete regulatory due diligence, and participate in training and coaching with opportunities to advance.

Provide financial advice and customized solutions to clients, triage leads, refer to internal partners, recommend investment and banking products, and complete required licensing and SAFE Act registration for residential mortgage origination.