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Handle inbound/outbound beneficiary calls and documentation to guide estate account transitions. Triage requests, process documents, prepare accounts for distribution, refer complex issues to specialists, and provide empathetic, timely client service while identifying opportunities for deeper financial conversations.

Trainee financial advisor who obtains FINRA licenses (SIE, Series 7, Series 66), learns consultative advisory skills, and provides comprehensive banking and investment solutions to clients. Will train in-center, build client relationships, deliver reviews and recommendations, and collaborate with banking and investment partners while meeting SAFE Act registration requirements.

Provide frontline support for consumer investment and banking clients by resolving complex inquiries, educating clients on financial products and value-added opportunities, triaging requests, and referring clients to internal specialists while following procedures and delivering timely, client-focused service.

Join Bank of America as a licensed Financial Solutions Advisor Stage I candidate, complete SIE/Series 7/66 licensing, learn advisory skills, acquire and manage client relationships, recommend banking and investment solutions, collaborate with partners, and progress to Stage II with ongoing training and development.

Develop and grow a book of high-net-worth clients by identifying needs, recommending suitable investment products, prospecting and networking, collaborating with specialists, documenting interactions in Salesforce, completing required training, and meeting performance and compliance requirements.

Provide comprehensive financial advice and customized investment and banking solutions. Triage client leads, make referrals to partners, meet with clients to review goals, recommend products, and support mortgage origination (SAFE Act registration required). Complete required licenses and trainings, identify new clients, and manage risk while delivering client-focused service.

Provide client service support to Financial Advisors by handling client requests, educating clients on banking and investment offerings, ensuring accuracy in client materials, promoting banking integration, and supporting day-to-day team operations to meet operational excellence and risk management standards.

Design and implement reusable, scalable software and big-data components for risk modeling and testing. Build performant pipelines, apply quantitative methods, collaborate with modelers and stakeholders, and produce repeatable technical documentation for internal and regulatory use.

Handle inbound client requests via phone, chat, and email; resolve routine and complex account issues; record interaction data accurately; escalate risk/fraud matters; apply regulatory and bank procedures; recommend solutions and deepen client relationships through digital options while maintaining attendance and quality standards.

Acquire and deepen relationships with high-net-worth clients, lead client management processes, source new business, deliver integrated private banking recommendations, ensure client retention, and coordinate across specialists. May require SAFE Act registration for residential mortgage origination.