Jobs at Bank of America

Join Merrill's Advisor Development Program to build a book of business serving high-net-worth clients. Responsibilities include prospecting, relationship development, KYC/account opening, recommending investment solutions, collaborating with specialist teams, documenting interactions in Salesforce, completing training, and meeting performance and incentive goals.

Provide analytical research and data-driven insights for commercial banking clients. Prepare market/industry analysis, pitchbooks, and relationship reviews; support credit, treasury, and transaction coordination; analyze financial statements; aid business development and cross-product client solutions.

Develop and grow a book of business by prospecting and networking, build client relationships, recommend suitable investment solutions, perform KYC and account openings, document interactions in Salesforce, collaborate with specialists and advisor teams, meet performance goals, and complete required training and licensing obligations.

Develop relationships with high-net-worth clients, identify financial goals, recommend suitable investment products, build a book of business through prospecting and referrals, document interactions in Salesforce, complete training and compliance requirements, and collaborate with Merrill/Bank of America specialists to grow client portfolios.

The Wealth Management Client Associate supports financial advisors by providing client service, managing day-to-day client communications, and ensuring compliance with policies while promoting the bank's offerings.

As a Financial Solutions Advisor Trainee, you will obtain licenses and learn to manage client relationships while providing financial advice and solutions. You will work with affluent clients and receive training to develop your advisory skills within a centralized team.

As a Financial Solutions Advisor, you will obtain securities licenses, manage client relationships, and provide financial advice to meet client needs.

As a Financial Solutions Advisor I, you will obtain securities licenses, build client relationships, and deliver financial advice while progressing through career stages at Bank of America.

This role involves providing Consumer Lending advice, managing loan pipelines, engaging in community development, and ensuring compliance with federal regulations. It requires strong business development skills and the ability to source clients independently.

Originates residential mortgage and HELOC loans from a financial center, advises clients on borrowing solutions, submits applications, assists with documentation, manages pipeline and follow-up, cross-sells other banking products, and ensures regulatory compliance (SAFE Act) while partnering with center leaders.

Originates residential mortgage and HELOC loans within a financial center, advises clients on borrowing and banking solutions, manages loan applications and documentation, conducts outreach and pipeline follow-up, refers clients to internal partners, and partners with center leadership to coach associates while balancing sales performance, risk, and regulatory compliance.

Provide client service support to Financial Advisors by addressing client needs, preparing accurate materials, promoting banking offerings, ensuring policy compliance, and supporting day-to-day team operations. Serve as primary client contact, escalate complex requests to advisors, and help maintain operational excellence and risk management.

Originates residential mortgage loans and HELOCs from within a financial center, advises clients on borrowing and banking solutions, manages application submission and documentation, conducts outreach and pipeline follow-up, and collaborates with internal partners while balancing sales, risk, and client service. Requires SAFE Act registration.

Originates residential mortgage and HELOC loans within the financial center, delivering consultative lending solutions, managing application and documentation processes, maintaining client relationships, meeting sales and pipeline goals, and ensuring regulatory compliance (SAFE Act) while coordinating with internal partners.

Originates residential mortgage and HELOC loans within a branch, advises clients on borrowing and banking solutions, manages mortgage applications and documentation, conducts outreach and pipeline follow-up, refers clients to internal partners, and partners with leadership to coach associates while balancing sales, risk and regulatory compliance.

Originates residential mortgage loans and advises clients on mortgage, HELOC, and other lending products. Manages pipeline, submits applications, gathers documentation, provides ongoing client communication, and partners with internal teams. Must comply with SAFE Act registration and balance sales, risk, and client experience.

Originates residential mortgage and HELOC loans in a financial center, advises clients on borrowing and banking solutions, manages application submission and documentation, conducts outreach and pipeline follow-up, and collaborates with internal partners while maintaining compliance with SAFE Act and lending regulations.

Originate and manage residential mortgage and HELOC loans for financial center clients, provide tailored lending and banking solutions, submit applications, collect documentation, maintain client communications, meet sales and compliance expectations, and partner with center leaders to coach associates and drive client relationship growth.

Provide customized financial advice and solutions, meet clients to review financial goals, triage leads, and mitigate risks while collaborating with internal partners.

The role involves advising clients on financial goals, creating financial plans, recommending brokerage products, and making client referrals to appropriate services.