Search the 14 jobs at Bank of America

Responsible for providing personalized financial advice to high-net worth clients, developing investment strategies, and meeting pre-defined financial targets. Works closely with Financial Advisor teams and utilizes banking resources to benefit clients.

Merrill Financial Solutions Advisor responsible for working with high-net worth clients, identifying needs, developing relationships, and providing personalized investment advice. Key responsibilities include leveraging technology for business growth, assessing financial goals, and building a sustainable book of business.

Develop wholesale credit risk models, analyze financial data, prepare white papers for models, interact with model risk management, support post-implementation activities.

Lead a team of registered representatives to provide exceptional service to clients of Consumer Investments Solutions. Responsible for coaching, motivating, and supervising team members to meet client needs and present investment solutions. Focus on compliance, regulatory standards, and risk management. Must earn required licenses within 120 days of hire. Participate in management and role-specific training programs. Availability for weekend and extended hours.

This job involves standard transaction processing, reconciliation, and resolving research requests to support wealth management operations. Responsibilities include transaction processing, responding to inquiries, research requests, identifying issues, and providing operational support. The role requires providing quality service and efficient operations support to both internal partners and external clients.

The Merrill Financial Solutions Advisor is responsible for working with high-net worth clients, identifying needs, developing relationships, reviewing investment goals, and providing investment recommendations aligned with client goals. Key responsibilities include leveraging technology for business growth, profiling activities, building a sustainable client base, and facilitating career opportunities for advisors within Bank of America.

Responsible for working with high-net worth clients to identify needs, develop relationships, and provide investment recommendations aligned with client goals. Empowers clients to pursue their financial goals through tailored advice and personalized solutions. Supports Financial Advisor teams in promoting portfolio growth and accesses bank resources to benefit clients.

Responsible for analyzing clients' credit worthiness, evaluating credit risks, and writing credit approval memos. Conducts financial statement analysis, assesses business and industry risks, and manages the credit approval process. Works with U.S. Banks and Brokers clients within Global Corporate and Investment Banking.

Responsible for providing financial advice and solutions to clients, building financial plans, recommending brokerage products, and engaging new clients. Requires Series 7 & 66 licenses and at least one year of experience in the investments industry.

Develop and deliver complex requirements to achieve business goals, ensuring software meets functional, non-functional, and compliance requirements. Code solutions, perform unit testing, and integrate solutions into the application/system. Participate in Continuous Integration and Continuous Development activities. Contribute to story refinement, estimating work, and testing activities.

Answer inbound and make outbound calls to assist clients in financing a home purchase, refinancing a mortgage, or obtaining a home equity line of credit. Analyze clients' financial goals, submit mortgage applications, assist with documentation, and provide ongoing support throughout the loan process. Ensure compliance with SAFE Act registration requirements.

Responsible for assisting clients with financing solutions for home purchases, refinancing, and home equity lines of credit. Provides exceptional client care, analyzes financial goals, submits mortgage applications, and communicates throughout the lending process. Bilingual in Spanish required. Requires 1+ year of home loan origination experience.

Transition Management Team Operations Analyst at Merrill Wealth Management, responsible for supporting processes, resolving branch request issues, analyzing data metrics, and serving as a subject matter expert on transition-related matters.

The Wealth Management Specialist at Merrill Wealth Management is responsible for specialized functions across a Financial Advisor team, providing quality client service, operations support, and training for team members. Must have Series 7, 63/65 or 66 licenses and demonstrated expertise in Wealth Planning, Investment Management, Business Development, or Relationship Management.