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This role supports Financial Advisors in enhancing client relationships by managing client interactions, onboarding, and investment strategy meetings while ensuring client satisfaction.

Provide personalized financial advice and investment solutions to clients, triage leads, refer to internal partners, build financial plans, recommend brokerage and banking products, mitigate risk, and pursue new client relationships while maintaining required licenses and registrations.

Lead commercialization, performance management, and operational risk for automated FX products. Develop data-driven insights, business cases, and cross-regional commercialization. Partner with sales, trading, and platform teams on deal origination and client engagement. Own governance, controls, risk assessments, metrics, and issue resolution to ensure alignment with the bank's risk appetite.

As a Financial Solutions Advisor, you will obtain necessary securities licenses and develop skills to manage client relationships, offer financial guidance, and assist clients with banking and investment solutions.

Provide customized financial advice to clients, build financial plans, and recommend investment strategies while meeting regulatory requirements.

Provide comprehensive financial advice and customized investment and banking solutions; triage client leads and refer to partners; build financial plans and recommend brokerage products; meet sales goals, mitigate risk, complete required licenses and trainings, and support client acquisition and retention in a financial center.

Train to obtain SIE, Series 7 and Series 66 licenses, develop and manage client relationships, provide banking and investment advice, deliver client presentations, collaborate with banking and investment partners, meet performance goals, and complete SAFE Act registration for residential mortgage originations.

Trainee role to obtain SIE, Series 7 and Series 66 licenses and provide phone-based holistic financial advice. Build client relationships, identify investment and banking solutions, complete required training and SAFE Act registration, and progress into a Merrill Financial Advisor role.

Provide client service support to Financial Advisors by onboarding accounts, processing wires and journal entries, managing householding and bannering activities, and serving as frequent client contact. Ensure accuracy, regulatory adherence, risk management, and promote banking/investment solutions while supporting team operations and covering absences.

Join Bank of America as a Financial Solutions Advisor Stage I to obtain FINRA licenses (SIE, Series 7, 66), learn advisory skills, build client relationships, deliver banking and investment solutions, and progress to higher advisor roles while completing SAFE Act registration for mortgage origination.