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The role involves becoming a Financial Advisor by developing client relationships, managing investments, and recommending solutions based on clients' financial goals.

As a Financial Solutions Advisor Stage I, you'll gain licenses and foundational skills to build client relationships and provide financial advice while working at Bank of America.

Trainee Financial Solutions Advisor who will obtain SIE, Series 7 and Series 66 licenses, learn advisory skills, build client relationships, deliver banking and investment solutions, and register under SAFE Act before working in a financial center.

Provide consumer mortgage lending advice and drive external business development. Source and manage purchase loan pipelines, advise clients on credit and loan products, ensure regulatory compliance (SAFE Act), collaborate with fulfillment partners, and leverage digital tools to deliver compliant, client-focused lending solutions.

Support Financial Advisor team by managing and deepening client relationships, coordinating client onboarding/offboarding, attending client meetings, documenting interactions, resolving escalations, and executing the team’s client service model. Ensure regulatory compliance (SAFE Act, FINRA/state registrations), engage specialists, track actions in Salesforce, and monitor client satisfaction to promote growth and retention.

The Wealth Management Client Associate provides client service support to Financial Advisors, ensuring timeliness and accuracy in client materials and enhancing client relationships.

Originates residential mortgages and HELOCs for financial center clients, provides consultative lending advice, submits applications, manages documentation and client communication, cross-sells banking products, and partners with branch leaders to meet sales and service goals while complying with SAFE Act and regulatory requirements.

The role involves working with high-net worth clients to identify their financial needs, develop relationships, and recommend suitable investment products while building a book of business and collaborating with advisory teams.

Provide goals-based financial guidance to Merrill 401(k) and equity plan participants via contact center. Build financial plans, recommend brokerage and banking products, triage requests, refer to partners, and complete required licenses and SAFE Act registration while mitigating risk.

The Financial Solutions Advisor provides customized advice to clients, builds financial plans, recommends products, and ensures compliance with the SAFE Act.