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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.

Responsible for providing comprehensive financial advice and customized solutions to clients, including building financial plans and recommending suitable brokerage products.

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

Deliver integrated treasury and global payment solutions to Middle Market clients. Manage portfolio revenue, product penetration, client relationships, pricing, RFP responses, and presentations. Drive digital and real-time payments adoption, partner with internal specialists to design solutions, lead negotiations, and mentor treasury analysts while ensuring profitability and risk management.

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 high-quality client service support to one or more Financial Advisors, handle client requests, prepare accurate client materials, promote banking solutions, ensure compliance with policies, and support day-to-day team activities including coverage during absences.

Provide client service support for Financial Advisors, act as primary client contact, ensure timely and accurate client materials, promote banking and investment offerings, support operational excellence and risk management, and assist with team coverage and day-to-day activities while prioritizing client needs.

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 independent risk oversight and advice for Enterprise Capital/Capital Risk, including capital calculations, forecasting, stress testing, monitoring, and challenge of front-line capital processes. Lead SEC/FINRA broker-dealer capital oversight, draft executive communications, support regulatory change, and ensure adherence to capital policy and risk management standards.