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The National Financial Solutions Advisor I engages clients in a contact center to provide advice on financial goals, using a consultative approach and leveraging Bank of America and Merrill offerings. The role emphasizes client care and aims to build long-term relationships, with pathways for career advancement within the company.

Lead the design and implementation of DLP security measures in cloud environments, manage team activities, and ensure compliance with regulations.

The Private Client Advisor II is responsible for acquiring and retaining clients, providing tailored financial services, and leading client relationship management efforts.

The Head of Annuity Product Management oversees product strategy, financial performance, client experience, and compliance within the annuity sector.

The role involves providing financial advice, building client relationships, and achieving financial goals. It requires experience in investments and strong communication skills.

Responsible for resolving client requests through calls, chats, or emails, providing accurate account maintenance and ensuring a great client experience.

Develop and deliver complex financial applications, manage teams, define technology strategy, and ensure compliance and stability in software solutions.

The portfolio manager oversees high net worth clients' investments, develops strategies, and manages portfolios, with a focus on client relationships and investment returns.

Provide comprehensive advice and customized solutions to clients for achieving their financial goals. Key tasks include triaging leads, making referrals, reviewing financial plans, recommending brokerage products, and completing required licensures.

Provide personalized financial advice and solutions to clients, meeting their investment goals and making referrals based on needs.