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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.

The role focuses on resolving routine client requests via calls, chats, or emails, delivering excellent service and maintaining accurate records of client interactions. Responsibilities include identifying client needs, ensuring compliance with regulations, and providing solutions to deepen client relationships.

Manage end-to-end execution of targeted marketing offers across associate and digital channels. Translate business needs into technical requirements, drive implementation timelines, write and execute test scripts, perform UAT and production validation, and monitor production. Serve as SME for platform integrations, real-time rules, file delivery, and front/back-end functionality while coordinating cross-functional partners.

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

The role originates loans for clients, primarily focusing on residential mortgages while providing tailored financial products and maintaining client relationships.

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

This role supports Financial Advisors in enhancing client relationships by managing client interactions, onboarding, and investment strategy meetings while ensuring client satisfaction.

Trainee financial advisor role focused on obtaining SIE/Series 7/66 licenses, learning advisory skills, building client relationships, delivering Bank of America and Merrill investment solutions, collaborating with banking partners, and progressing from Stage I to Stage II while complying with SAFE Act registration requirements.

The Financial Advisor will engage with high-net worth clients to understand their needs, recommend investment products, and develop relationships, while building a book of business, collaborating with financial teams, and completing required training.

The Wealth Strategies Advisor focuses on supporting Merrill advisors to address clients' wealth planning objectives, developing integrated strategies, and engaging ultra-high net worth clients for wealth transfer and tax minimization.