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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.