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The Private Client Advisor II role involves acquiring and managing clients, developing relationships, and leveraging financial services to meet client needs while ensuring retention and business growth.

The role involves supporting Financial Advisors by managing business strategies, client relationships, and practice financials, while ensuring compliance with regulatory standards.

Lead architecture and engineering for an enterprise GenAI platform: design reference architectures, define standards (identity, data boundaries, guardrails, observability, resiliency), enable CI/CD and scaling, deliver end-to-end solutions and automation, evaluate tooling, and partner with security, platform engineering, and use-case owners to ensure production-grade, compliant GenAI deployments.

Join Bank of America as a licensed Financial Solutions Advisor I. Complete SIE, Series 7 and 66 licensing, obtain SAFE Act registration, and learn to advise clients on banking and investment solutions. Develop client relationships, deliver comprehensive financial guidance, collaborate with partners, and progress through staged career development with training and coaching.

Support credit underwriting and monitoring for mid-complexity Global Markets financing relationships (warehouse facilities, CLOs, secured loans, trading lines). Perform financial and structural credit analysis, prepare underwriting materials and approval memos, assess collateral and covenants, monitor portfolio performance, partner with front-line, legal, and risk teams, and ensure compliance with policy and regulatory requirements.

The Financial Solutions Advisor provides education and guidance to participants on financial goals, investment strategies, and manages comprehensive service experiences through a contact center environment.

This role defines the security architecture for perimeter services, ensuring secure exposure of workloads and working with stakeholders to evaluate design impacts.

Support Financial Advisor team to deepen client relationships, manage onboarding and escalations, assist in client meetings on investments and performance, execute service model, and drive measurable business results. May originate residential mortgages requiring SAFE Act registration and handle client segmentation, referral identification, and risk management.

Lead and manage a team of employment lawyers and paralegals, provide strategic employment and corporate legal counsel to HR and business leaders, oversee litigation, agency and pre-litigation matters, direct outside counsel, draft and negotiate complex legal documents, and support regulatory responses and compliance initiatives.

As a Financial Solutions Advisor, you will obtain necessary licenses and develop skills to manage client relationships, providing financial advice and solutions based on their needs.