Jobs at Bank of America

Facilitates commercial credit underwriting and monitoring by analyzing financial statements, projections, industry data, collateral, covenant compliance, and policy requirements. Performs financial spreading, risk rating, covenant calculations, and periodic risk reviews. Partners with credit and client teams, manages workflow, identifies process issues, and escalates risks appropriately while maintaining accurate documentation and supporting the bank’s risk appetite.

Supports a client experience executive through administrative and project coordination activities. Responsibilities include maintaining project plans, managing client data, preparing executive presentations, tracking recurring business routines, coordinating across business lines, conducting competitor and industry benchmarking research, and handling time-sensitive assignments. The role requires strong analytical, reporting, prioritization, communication, and stakeholder-management skills, with advanced Microsoft PowerPoint and Excel proficiency.

Support Treasury Sales Officers across the end-to-end sales process for middle-market clients: research, pre-call planning, pricing and profitability analysis, client onboarding/KYC coordination, CMP preparation, implementation support, sales data integrity, and preparation of client presentations to grow domestic and international treasury relationships.

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.

Provide comprehensive financial advice and customized investment solutions. Triage client leads, refer to internal partners, build financial plans, recommend brokerage and banking products, identify new clients, mitigate risk, and complete required licenses and trainings. May require SAFE Act registration for mortgage originations.

Works with Financial Advisor teams to deliver comprehensive wealth planning solutions. Analyzes client financial data, identifies investment and planning opportunities, prepares and attends client meetings, maintains financial plans and client information, and coordinates with specialists to address client needs. Requires knowledge of estate and gift taxes, philanthropy, trusts, insurance, income tax planning, investment management, portfolio analysis, and wealth management products.

Provides consumer and residential mortgage lending advice, originates self-sourced purchase business, and develops relationships with Realtors, builders, community contacts, and other referral partners. Manages client and loan pipelines, assesses credit and financial documentation, explains loan options, coordinates with fulfillment partners, and ensures compliance with lending regulations and bank policies. The role requires external networking, business development, strong client communication, organization, and SAFE Act registration.

Provides personalized borrowing and banking guidance to financial center clients, analyzes financial needs, recommends lending solutions, and originates mortgage applications. Builds and deepens client relationships through meetings, outreach, referrals, and pipeline management. Supports clients throughout the mortgage process, gathers documentation, ensures regulatory compliance, manages risk, and collaborates with financial center leaders to coach associates and deliver strong client experiences.

Entry-level financial advisor trainee role providing structured licensing preparation for the SIE, Series 7, and Series 66 exams. After licensing, the advisor builds client relationships, assesses financial needs, recommends banking and investment solutions, conducts client reviews, manages referrals and pipelines, and collaborates with banking and investment partners. The role requires client focus, communication, self-discipline, adaptability, and compliance with SAFE Act and FINRA registration requirements.

Join Merrill's Advisor Development Program to build a book of business and deliver comprehensive investment recommendations to high-net-worth clients. Source prospects, manage client relationships, perform KYC and account openings, document interactions in Salesforce, and collaborate with specialists and Merrill teams. Complete mandated training, meet performance goals, and participate in coaching and incentive plans.

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.

The Private Client Advisor II role focuses on acquiring and managing client relationships, driving business development, and providing tailored financial solutions. Key responsibilities include client management, leveraging resources for clients' wealth strategies, and leading a team in meeting client needs.

Provide comprehensive financial advice and customized investment and banking solutions. Triage client leads, make referrals to internal partners, review client goals, recommend products, and complete required licenses and trainings. May originate residential mortgage loans and must comply with SAFE Act registration and background checks.

Provides client service and operational support to multiple Financial Advisors, serving as a primary contact for wealth management clients. Responsibilities include handling service requests, preparing accurate client materials, supporting banking and investment offerings, maintaining client relationships, following policies, managing risk, identifying referrals, and coordinating daily team activities. The role requires strong communication, organization, discretion, adaptability, and client-focused judgment.

Provides personalized banking and borrowing guidance to financial center clients. Builds and deepens relationships, analyzes financial needs, recommends products and services, manages outreach pipelines, follows up with clients, resolves requests, and makes internal referrals. The role balances sales performance, operational risk, and client care while coaching financial center associates on specialized client solutions.

Develop and grow a book of business by sourcing and advising high-net-worth clients. Recommend suitable investment products, perform KYC and account openings, document interactions in Salesforce, meet performance goals, collaborate with specialists, and complete required training and compliance (SAFE Act, FINRA).

Advise clients on short- and long-term financial goals by building financial plans and recommending brokerage, banking, and managed solutions. Triage client leads, refer to internal partners, identify new clients, mitigate risk in daily activities, and complete required licenses and trainings (including SAFE Act registration).

Entry-level Financial Solutions Advisor trainee who will obtain FINRA licenses (SIE, Series 7, Series 66), learn advisory skills, build and manage client relationships, recommend banking and investment solutions, collaborate with partners, and progress through staged training to a licensed advisor role. Role requires SAFE Act registration for residential mortgage activities.

Obtain SIE, Series 7 and Series 66 licenses on a required timetable, learn advisory skills, build and manage client relationships, deliver banking and investment solutions, collaborate with partners, and progress from Stage I to Stage II within Bank of America/Merrill.