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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.

Provide client service support to Financial Advisors, acting as primary client contact. Deliver timely, accurate client materials, ensure policy compliance, deepen client relationships by promoting banking and investment offerings, support daily team operations, and cover absences. Advocate for clients while managing risk and operational excellence.

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.

Bank of America Financial Solutions Advisor Stage I completes licensing (SIE, Series 7, 66), receives training/coaching, builds and manages client relationships, delivers banking and investment solutions, collaborates with partners, and progresses to Stage II. Role requires SAFE Act registration and background checks, in-office attendance, and working Monday–Friday with rotating Saturdays.

This role advises clients on financial goals, triages requests, recommends investment strategies, and requires SAFE Act registration and licenses.

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.