Jobs at Bank Of America

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele Required Qualifications: • Aptitude in obtaining required industry licenses • Must be self-disciplined in managing time and capacity • Experience in cultivating client relationships, assessing needs and recommending solutions • Success creating strong peer relationships through effective communication and collaboration • Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment • Executes multiple tasks simultaneously • Learns and adapts to new technology or applications Desired Qualifications: • Currently holds FINRA Securities Industry Essentials (SIE) • Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience​ Skills: • Client Experience Branding • Client Solutions Advisory • Investment Management • Pipeline Management • Referral Management • Client Management • Customer and Client Focus • Portfolio Management • Prospecting • Referral Identification • Business Acumen • Executive Presence • Oral Communications • Risk Management • Trading Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - MD - Gaithersburg - 1048 Quince Orchard Rd - QUINCE ORCHARD (MD9953), US - MD - Germantown - 19707 Germantown Rd - GERMANTOWN BC (MD9928), US - MD - Rockville - 275 N WASHINGTON ST (MD9104) Pay and benefits information Pay range $28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set. Predictable pay This role is compensated with a base salary and is not incentive eligible. Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. Responsibilities: • Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings • Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests • Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk • Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA • Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset Required Qualifications: • Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results • Demonstrates a client-centric mindset, always acting in the best interest of the client • Has the ability to learn and adapt to new information and technology platforms Desired Qualifications: • Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66) • Possesses industry knowledge and an understanding of investment products • Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience • Is comfortable operating in a fast-paced environment with changing and evolving responsibilities • Is detail oriented • Demonstrates a commitment to continuous learning and professional growth • Exhibits sound judgment and discretion when handling sensitive information • Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce • Demonstrates professional verbal and written communication skills Skills: • Account Management • Client Management • Customer and Client Focus • Issue Management • Oral Communications • Business Development • Client Solutions Advisory • Pipeline Management • Prioritization • Administrative Services • Emotional Intelligence • Referral Identification • Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy Shift: 1st shift (United States of America) Hours Per Week: 37.5 Pay Transparency details US - NY - West Nyack - 2 CROSFIELD AVE (NY3223) Pay and benefits information Pay range $25.00 - $44.00 hourly pay, offers to be determined based on experience, education and skill set. Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company. Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Required Qualifications: • Currently holds Series 7 and 66 (63 and 65 in lieu of 66) licenses; if you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days • Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services • Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded • Sets and accomplishes goals, achieving whatever one sets their mind to • Builds and nurtures strong relationships • Collaborates effectively with others to get things done • Communicates effectively and confidently and is comfortable engaging all clients • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment • Likes to learn, adapts to new information and seeks the right solutions for clients • Efficiently manages time and capacity • Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients Desired Qualifications: • Strong computer skills with an ability to multitask in a demanding environment • Minimum of three years of experience working in the financial service industry and/or a sales environment where goals were met or exceeded • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) • Obtained insurance licenses Skills: • Account Management • Advisory • Client Experience Branding • Customer and Client Focus • Oral Communications • Active Listening • Attention to Detail • Client Solutions Advisory • Issue Management • Pipeline Management • Causation Analysis • Client Management • Policies, Procedures, and Guidelines • Risk Management • Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - MD - Germantown - 19707 Germantown Rd - GERMANTOWN BC (MD9928) Pay and benefits information Pay range $70,000.00 - $80,000.00 annualized salary, offers to be determined based on experience, education and skill set. Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee’s performance against defined metrics. Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. Responsibilities: • Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings • Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests • Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk • Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA • Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset Required Qualifications: • Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results • Demonstrates a client-centric mindset, always acting in the best interest of the client • Has the ability to learn and adapt to new information and technology platforms Desired Qualifications: • Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66) • Possesses industry knowledge and an understanding of investment products • Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience • Is comfortable operating in a fast-paced environment with changing and evolving responsibilities • Is detail oriented • Demonstrates a commitment to continuous learning and professional growth • Exhibits sound judgment and discretion when handling sensitive information • Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce • Demonstrates professional verbal and written communication skills Skills: • Account Management • Client Management • Customer and Client Focus • Issue Management • Oral Communications • Business Development • Client Solutions Advisory • Pipeline Management • Prioritization • Administrative Services • Emotional Intelligence • Referral Identification • Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy Shift: 1st shift (United States of America) Hours Per Week: 37.5 Pay Transparency details US - MD - Hunt Valley - 11333 MCCORMICK RD - HUNT VALLEY (MD5031) Pay and benefits information Pay range $25.00 - $44.00 hourly pay, offers to be determined based on experience, education and skill set. Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company. Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor. Role Specifics: As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospective clients. Additionally, you’ll have the opportunity to collaborate with and be mentored by Merrill Financial Advisor Teams to build upon your experience to promote portfolio growth. The Merrill Advisor Development Program- Financial Advisor engages in: • Developing a book of business in order to meet and exceed established performance hurdles • Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs • Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences • Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance, and personal growth and development according to both a day-to-day and longer-term planning • Organizing and managing resources (time, people, budget) to run a productive practice • Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client • Completing mandated training, assessments, performance goals and continuing education requirements We’ll help you: • Build a successful career at Bank of America through world class training and on-boarding programs that set you up for success. • Get training and one-on-one coaching from our award-winning Academy at Bank of America and local leadership who are invested in your success. • Grow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate solutions. • Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help achieve their financial goals and life priorities. • Collaborate with core banking and investment partners. Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. Responsibilities: • Handles inbound inquiries from leads regarding Merrill offerings • Positions the extensive capabilities of Merrill and Bank of America • Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate • Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences as well as servicing client accounts • Documents all client interactions and opportunities within Salesforce accurately Required Qualifications: • Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses • Minimum of one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded • Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services • Proven ability to engage with and influence others • Exceptional interpersonal and relationship building skills • Effective communication skills (written and verbal) - Proven ability to quickly build trust and credibility • Proven ability to assess needs and recommend appropriate solutions/interventions • Proven ability to work collaboratively on a team and with key partners • Proven ability to listen and probe for clarity and understanding • Goal and results oriented • Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking • Ability to work in an environment where the majority of your compensation is tied to your performance • Strong follow-through skills • Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel Desired Qualifications: • Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience • Learns and adapts to new technology or applications • Executes multiple tasks simultaneously Skills: • Business Acumen • Business Development • Oral Communications • Prospecting • Wealth Planning • Analytical Thinking • Client Experience Branding • Client Investments Management • Portfolio Analysis • Risk Management • Active Listening • Client Solutions Advisory • Emotional Intelligence • Referral Management • Trading This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - NJ - Paramus - 115 W CENTURY RD - COUNTRY CLUB PLAZA (NJ2652)Pay and benefits informationPay range$80,000.00 - $90,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligibleThis role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee’s performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! This job is responsible for overseeing programs and projects specific to corporate change initiatives that impact how the bank does business, provides a product or service, or executes a function. Key responsibilities include serving as the primary contact to department managers for critical change initiatives and communicating, influencing, and negotiating vertically and horizontally to obtain or leverage resources. Job expectations include delivering regulatory and executive material and ensuring results align to program strategy, simplification, and new capabilities. Enterprise Job Summary: This job is responsible for overseeing programs and projects specific to corporate change initiatives that impact how the bank does business, provides a product or service, or executes a function. Key responsibilities include serving as the primary contact to department managers for critical change initiatives and communicating, influencing, and negotiating vertically and horizontally to obtain or leverage resources. Job expectations include delivering regulatory and executive material and ensuring results align to program strategy, simplification, and new capabilities. Line of Business Job Summary: The Program Manager will join the Business Management & Controls team in Global Technology. The job is responsible for supporting the governance, oversight and execution of multi-year Global Technology programs within a highly regulated financial institution. Business Management & Controls team is responsible for regulatory and business controls, independent technical assessments, strategy, initiative planning, talent on demand, third party, quality assurance, portfolio governance and employee engagement for Global Technology. Responsibilities: • Defines program controls, processes, procedures, reporting cadence, decision governance structures, and ways of working with key stakeholders • Monitors the execution of defined tasks through tracking of multi-year program milestones and statuses, developing program plans, and measuring progress against key performance indicators • Analyzes, evaluates, and overcomes program risks, and produces program reports for managers and stakeholders • Identifies key requirements for cross-functional teams and external vendors to perform in alignment with program objectives • Works with other program managers to identify risks and opportunities across multiple projects, leading decision-making for effective resolution • Meets with stakeholders to provide transparency into project issues, builds positive relationships, asks questions, and uses tools to uncover root causes and make recommendations Required Qualifications: • 8+ years of program/portfolio management experience in highly regulated environments • Ability to establish, maintain and influence relationships with relevant stakeholders and lead/participate in cross-functional teams to achieve program objectives • Must have proven hands-on supporting large-scale technology programs from requirements through deployment, including timelines, scope, risk mitigation and adoption • Proven ability to support and drive end-to-end change adoption strategies • Strong executive presence with experience facing off with senior leaders • Strong written and oral presentation skills with ability to synthesize key messages for Senior Executives • Strong business centric mindset with ability to utilize sound judgment and tailor approach to drive optimal outcomes • Ability to consider diverse data inputs and provide decisive solutions • Knowledge of Agile/PMI methodologies • Advanced/Expert MS Office skills, especially Excel and PowerPoint Desired Qualifications: • Working knowledge of Bank of America policies, programs and procedures • Business & Risk Management experience • Regulatory experience • Audit experience • Prior experience handling end-to-end business facets: financial management, project management, governance, operations, technology management, and strategy initiatives Skills: • Program Management • Project Management • Reporting • Consulting • Problem Solving • Leadership Development • Performance Management • Collaboration • Presentation Skills • Prioritization • Change Management • Risk Management • Process Design • Process Performance Management • Oral Communications Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - IL - Chicago - 540 W Madison St - Bank Of America Plaza (IL4540), US - NJ - Jersey City - 101 Hudson St - 101 Hudson (NJ2101), US - NJ - Pennington - 1500 American Blvd - Hopewell Bldg 5 (NJ2150) Pay and benefits information Pay range $140,000.00 - $173,400.00 annualized salary, offers to be determined based on experience, education and skill set. Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company. Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Relationship Banker - Triangle Market Cary;Durham, North Carolina; Apex, North Carolina; Cary, North Carolina • *To proceed with your application, you must be at least 18 years of age.** Acknowledge ( of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge ( a friend • *To proceed with your application, you must be at least 18 years of age.** Acknowledge ( of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge ( Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! • *Job Description:** This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. • *Responsibilities:** + Executes the bank's risk culture and strives for operational excellence + Builds relationships with clients to meet financial needs + Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Grows business knowledge and network by partnering with experts in small business, lending, and investments + Manages financial center traffic, appointments, and outbound calls effectively + Drives the client experience + Manages cash responsibilities • *Required Qualifications:** + Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client + Collaborates effectively to get things done, building and nurturing strong relationships + Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives + Is confident in identifying solutions for new and existing clients based on their needs + Communicates effectively and confidently and is comfortable engaging all clients + Has the ability to learn and adapt to new information and technology platforms + Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) + Applies strong critical thinking and problem-solving skills to meet clients' needs + Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Efficiently manages time and capacity + Focuses on results while acting in the best interest of the client + Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance​ • *Desired Qualifications:** + Experience in financial services and knowledge of financial services industry, products and solutions + One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals + Six months of cash handling experience + Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance​ • *Skills:** + Adaptability + Business Acumen + Customer and Client Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + Business Development + Pipeline Management + Prospecting + Referral Identification + Referral Management • *Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent • *Shift:** 1st shift (United States of America) • *Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights ( "** poster. • *View the LA County Fair Chance Ordinance ( .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor. Role Specifics: As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospective clients. Additionally, you’ll have the opportunity to collaborate with and be mentored by Merrill Financial Advisor Teams to build upon your experience to promote portfolio growth. The Merrill Advisor Development Program- Financial Advisor engages in: • Developing a book of business in order to meet and exceed established performance hurdles • Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs • Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences • Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance, and personal growth and development according to both a day-to-day and longer-term planning • Organizing and managing resources (time, people, budget) to run a productive practice • Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client • Completing mandated training, assessments, performance goals and continuing education requirements We’ll help you: • Build a successful career at Bank of America through world class training and on-boarding programs that set you up for success. • Get training and one-on-one coaching from our award-winning Academy at Bank of America and local leadership who are invested in your success. • Grow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate solutions. • Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help achieve their financial goals and life priorities. • Collaborate with core banking and investment partners. Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. Responsibilities: • Handles inbound inquiries from leads regarding Merrill offerings • Positions the extensive capabilities of Merrill and Bank of America • Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate • Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences as well as servicing client accounts • Documents all client interactions and opportunities within Salesforce accurately Required Qualifications: • Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses • Minimum of one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded • Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services • Proven ability to engage with and influence others • Exceptional interpersonal and relationship building skills • Effective communication skills (written and verbal) - Proven ability to quickly build trust and credibility • Proven ability to assess needs and recommend appropriate solutions/interventions • Proven ability to work collaboratively on a team and with key partners • Proven ability to listen and probe for clarity and understanding • Goal and results oriented • Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking • Ability to work in an environment where the majority of your compensation is tied to your performance • Strong follow-through skills • Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel Desired Qualifications: • Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience • Learns and adapts to new technology or applications • Executes multiple tasks simultaneously Skills: • Business Acumen • Business Development • Oral Communications • Prospecting • Wealth Planning • Analytical Thinking • Client Experience Branding • Client Investments Management • Portfolio Analysis • Risk Management • Active Listening • Client Solutions Advisory • Emotional Intelligence • Referral Management • Trading This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. Shift: 1st shift (United States of America) Hours Per Week: 40

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor. Role Specifics: As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospective clients. Additionally, you’ll have the opportunity to collaborate with and be mentored by Merrill Financial Advisor Teams to build upon your experience to promote portfolio growth. The Merrill Advisor Development Program- Financial Advisor engages in: • Developing a book of business in order to meet and exceed established performance hurdles • Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs • Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences • Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance, and personal growth and development according to both a day-to-day and longer-term planning • Organizing and managing resources (time, people, budget) to run a productive practice • Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client • Completing mandated training, assessments, performance goals and continuing education requirements We’ll help you: • Build a successful career at Bank of America through world class training and on-boarding programs that set you up for success. • Get training and one-on-one coaching from our award-winning Academy at Bank of America and local leadership who are invested in your success. • Grow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate solutions. • Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help achieve their financial goals and life priorities. • Collaborate with core banking and investment partners. Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. Responsibilities: • Handles inbound inquiries from leads regarding Merrill offerings • Positions the extensive capabilities of Merrill and Bank of America • Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate • Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences as well as servicing client accounts • Documents all client interactions and opportunities within Salesforce accurately Required Qualifications: • Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses • Minimum of one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded • Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services • Proven ability to engage with and influence others • Exceptional interpersonal and relationship building skills • Effective communication skills (written and verbal) - Proven ability to quickly build trust and credibility • Proven ability to assess needs and recommend appropriate solutions/interventions • Proven ability to work collaboratively on a team and with key partners • Proven ability to listen and probe for clarity and understanding • Goal and results oriented • Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking • Ability to work in an environment where the majority of your compensation is tied to your performance • Strong follow-through skills • Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel Desired Qualifications: • Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience • Learns and adapts to new technology or applications • Executes multiple tasks simultaneously Skills: • Business Acumen • Business Development • Oral Communications • Prospecting • Wealth Planning • Analytical Thinking • Client Experience Branding • Client Investments Management • Portfolio Analysis • Risk Management • Active Listening • Client Solutions Advisory • Emotional Intelligence • Referral Management • Trading This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - MD - Annapolis - 1 PARK PL - MERRILL LYNCH (MD7001), US - MD - Frederick - 30 W PATRICK ST (MD7030), US - MD - North Bethesda - 11810 GRAND PARK AVE (MD9900)Pay and benefits informationPay range$80,000.00 - $90,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligibleThis role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee’s performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. Responsibilities: • Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings • Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests • Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk • Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA • Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset Required Qualifications: • Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results • Demonstrates a client-centric mindset, always acting in the best interest of the client • Has the ability to learn and adapt to new information and technology platforms Desired Qualifications: • Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66) • Possesses industry knowledge and an understanding of investment products • Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience • Is comfortable operating in a fast-paced environment with changing and evolving responsibilities • Is detail oriented • Demonstrates a commitment to continuous learning and professional growth • Exhibits sound judgment and discretion when handling sensitive information • Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce • Demonstrates professional verbal and written communication skills • Bachelor's Degree or equivalent work experience Skills: • Account Management • Client Management • Customer and Client Focus • Issue Management • Oral Communications • Business Development • Client Solutions Advisory • Pipeline Management • Prioritization • Administrative Services • Emotional Intelligence • Referral Identification • Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy Shift: 1st shift (United States of America) Hours Per Week: 37.5 Pay Transparency details US - MD - Annapolis - 1 PARK PL - MERRILL LYNCH (MD7001) Pay and benefits information Pay range $25.00 - $44.00 hourly pay, offers to be determined based on experience, education and skill set. Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company. Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor. Role Specifics: As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospective clients. Additionally, you’ll have the opportunity to collaborate with and be mentored by Merrill Financial Advisor Teams to build upon your experience to promote portfolio growth. The Merrill Advisor Development Program- Financial Advisor engages in: • Developing a book of business in order to meet and exceed established performance hurdles • Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs • Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences • Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance, and personal growth and development according to both a day-to-day and longer-term planning • Organizing and managing resources (time, people, budget) to run a productive practice • Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client • Completing mandated training, assessments, performance goals and continuing education requirements We’ll help you: • Build a successful career at Bank of America through world class training and on-boarding programs that set you up for success. • Get training and one-on-one coaching from our award-winning Academy at Bank of America and local leadership who are invested in your success. • Grow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate solutions. • Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help achieve their financial goals and life priorities. • Collaborate with core banking and investment partners. Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. Responsibilities: • Handles inbound inquiries from leads regarding Merrill offerings • Positions the extensive capabilities of Merrill and Bank of America • Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate • Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences as well as servicing client accounts • Documents all client interactions and opportunities within Salesforce accurately Required Qualifications: • Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses • Minimum of one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded • Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services • Proven ability to engage with and influence others • Exceptional interpersonal and relationship building skills • Effective communication skills (written and verbal) - Proven ability to quickly build trust and credibility • Proven ability to assess needs and recommend appropriate solutions/interventions • Proven ability to work collaboratively on a team and with key partners • Proven ability to listen and probe for clarity and understanding • Goal and results oriented • Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking • Ability to work in an environment where the majority of your compensation is tied to your performance • Strong follow-through skills • Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel Desired Qualifications: • Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience • Learns and adapts to new technology or applications • Executes multiple tasks simultaneously Skills: • Business Acumen • Business Development • Oral Communications • Prospecting • Wealth Planning • Analytical Thinking • Client Experience Branding • Client Investments Management • Portfolio Analysis • Risk Management • Active Listening • Client Solutions Advisory • Emotional Intelligence • Referral Management • Trading This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - MD - Baltimore - 100 International Dr - 100 International (MD9890), US - MD - Hunt Valley - 11333 MCCORMICK RD - HUNT VALLEY (MD5031), US - MD - Towson - 901 DULANEY VALLEY RD (MD7901) Pay and benefits information Pay range $80,000.00 - $90,000.00 annualized salary, offers to be determined based on experience, education and skill set. Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee’s performance against defined metrics. Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.