Jobs at Bank Of America

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. 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: If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let's connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals. Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities. Key Responsibilities: • Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs • Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies • Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies • Source prospective clients and capitalize on referrals • Deliver customized solutions and the full resources of Bank of America Merrill • Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor Required Skills: • FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience • Established and portable practice with a minimum of $1MM in production • Experience managing client portfolios and driving growth • Proven relationship building and business development skills Desired Skills: • Bachelor's degree or higher strongly preferred • Proven ability to partner and promote lead generation. • Experience balancing investment management, sales activities and new client development. • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). • Possess excellent communication skills, both written and verbal • Highly entrepreneurial Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CA - Bakersfield - 5080 CALIFORNIA AVE (CA0800), US - CA - Bakersfield - 5080 CALIFORNIA AVE (CA0800), US - CA - Carmel - 3775 Via Nona Marie (CA2801), US - CA - Indian Wells - 74800 US HIGHWAY 111 (CA0806), US - CA - Los Angeles - 2049 Century Park E - CENTURY CITY MAIN OFFICE (CA9159), US - CA - Los Angeles - 333 S HOPE ST - BANK OF AMERICA PLAZA (CA9193), US - CA - Newport Beach - 520 Newport Center Dr - Newport Beach 520 Ncd (CA6814), US - CA - Palo Alto - 3075A Hansen Way (CA5820), US - CA - Pasadena - 800 E COLORADO BLVD (CA9810), US - CA - San Diego - 701 B ST (CA0816), US - CA - San Francisco - 555 California St - Bofa Center - 555 California (CA5705), US - CA - San Jose - 50 W SAN FERNANDO ST (CA3805), US - CA - Santa Clarita - 24200 Magic Mountain Pkwy - 24200 Magic Mountain Pkwy, #110 & 115 (CA8926), US - CA - Westlake Village - 2815 TOWNSGATE RD (CA6811), US - DC - Washington - 1152 15th St Nw - 1152 15th Street Nw (DC8152), US - HI - Honolulu - 1003 BISHOP ST - PAUAHI TOWER (HI9003), US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110), US - IL - Lisle - 3333 WARRENVILLE RD (IL9333), US - IL - Northbrook - 1033 SKOKIE BLVD (IL3518), US - IL - Oak Brook - 2021 Spring Rd (IL9202), US - IL - Peoria - 230 SW Adams St (IL4111), US - MD - Baltimore - 100 E Pratt St - Harbor Plaza (MD4563), US - MD - North Bethesda - 11810 GRAND PARK AVE (MD9900), US - MN - Wayzata - 315 LAKE ST E (MN9315), US - NJ - Bridgewater - 100 SOMERSET CORPORATE BLVD (NJ2807) {+ 16 more} Pay and benefits information Pay range $48,000.00 - $100,000.00 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.

Private Client Advisor Bank Of America Job Opportunity: 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. Job Description: This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals. Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. Job expectations include ensuring retention of clients. Responsibilities: • Leads the Client Process Management Process within the client team to identify new business development opportunities • Sources new clients in alignment with the bank's established risk appetite • Leads the client team to deliver meaningful interactions and a Branded Client Experience • Develops an in-depth understanding of clients' needs, preferences, and overall wealth strategy, being responsive to changes in the business environment and/or with client needs • Advocates for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management • Encourages use and adoption of digital capabilities to enhance the client and client team experience • Builds relationships with internal and external partners and centers of influence Required Qualifications: • 12+ years of private banking and/or complex financial services experience or equivalent financial services/business experience • Ability to drive new business development for target client segment • Ability to present to clients a holistic approach, leveraging the entire Private Bank platform • High touch, client-focused individual with exceptional interpersonal skills • Leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment of the client • Ability to influence; proactively asks for and closes business • Solutions oriented; sales and financial aptitude a must • Must be a skilled negotiator • Ability to work with and identify the need for team specialists; collaborate closely with other team members • Takes on a leadership role on the team and within the business community Desired Qualifications: • MBA or Post-Graduate Degree • CFP, CPA, CFA, CTFA, CFM or JD a significant plus Skills: • Business Development • Client Management • Client Solutions Advisory • Prospecting • Wealth Planning • Analytical Thinking • Oral Communications • Referral Management • Relationship Building • Risk Management • Active Listening • Attention to Detail • Collaboration • Decision Making • Loan Structuring Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Client Services Banker About Bank of America: Bank of America's purpose is clear and powerful: to improve financial well-being by leveraging the strength of connections. We drive Accountable Progress, ensuring fulfillment for our clients, employees, communities, and stakeholders daily. Our mission is deeply rooted in our dedication to being a Superior Workplace, where diversity, talent development, and wellness are fundamental. Our team's well-being is our top priority, covering physical, emotional, and financial aspects, while also acknowledging achievements and giving back to the communities we are involved with. Bank of America is proud of our inclusive workplace culture that attracts exceptional talent and promotes personal growth opportunities. Role Overview: Joining our team provides you with the opportunity to build a successful banking career, with ample chances to learn, develop, and have a meaningful impact. In this client-facing position, you will be a key player in engaging clients, offering customized financial guidance, and helping them utilize a range of self-service resources such as mobile banking, online banking, and ATMs. Primary Job Duties: • Enforces the bank's risk culture and aims to excel in operational efficiency • Fosters relationships with clients to address their financial concerns • Adheres to established processes and standards in daily tasks to act in the best interest of clients and the financial institution, while also staying compliant with all applicable laws and regulations • Increases insight into business dynamics and enhances professional contacts by collaborating with specialists in small business strategies, monetary investments, and asset management • Capably administers the visitor flow, appointments, and outbound calls within the financial office • Drives customer engagement and satisfaction • Manages cash responsibilities Required Qualifications: • Acts with fervor, motivation, and self-reliance, emphasizing a strong commitment to generating results that serve the client's best interests. • Demonstrates effective collaboration to accomplish tasks, building and maintaining strong relationships. • Displays a high level of enthusiasm, commitment, and motivation to improve the financial experiences of our clients. • Displays confidence in understanding the needs of new and existing clients to provide suitable solutions. • Capable of engaging confidently with clients and communicating effectively across diverse groups. • Displays the talent for acquiring and adjusting to unfamiliar information and digital platforms. • Shares knowledge with clients on how to effectively complete straightforward banking transactions via self-service technologies like ATMs, online banking portals, and mobile banking applications with a sense of confidence. • Utilizes strong critical thinking and adept problem-solving skills to successfully address clients' needs. • Will conform to established methodologies and principles in daily actions to promote the interests of clients and the bank, while adhering to all applicable laws and regulations. • Skillfully allocates time and capacity. • Highlights the importance of yielding outcomes while acting in the client's favor. • Available to work extended hours and weekends as needed. Desired Qualifications: • Experience in financial services industry along with understanding of financial services products and solutions. • A proven record of accomplishing successful sales for a duration of one year in an environment where compensation includes a base pay and additional incentives based on individual sales performance. • Six months of experience dealing with cash transactions. • Candidates must have completed a bachelor's degree or an associate degree in business management, business administration, or finance. Skills: • Adaptability • Business Acumen • Centering business efforts around meeting customer and client expectations is vital for long-term growth • 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

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. As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed ADP Financial Solutions Advisor Stage I, you will typically progress onto the next stage of ADP as a Merrill Financial Solutions Advisor (MFSA). In that role you will transition to a local Merrill Wealth Management office and continue to practice the skills you’ve learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will then have the opportunity to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey. Required Qualifications: • Displays confidence working in a sales role • Builds strong client relationships through effective communication and collaboration • Displays a proactive mindset and effective time management • Demonstrates a results-driven mindset and prioritizes client interests • Identifies appropriate client solutions through application of learnings and new information • Applies relevant regulatory due diligence in daily activities and creating long-term client strategies 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 It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil ​liability.​ 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 - MA - Falmouth - 871 E Main St - FALMOUTH EAST MAIN BC (MA6220) 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: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver 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 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 this position requires SAFE Act registration, employees are 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 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 Schedule: • Monday – Fridays and rotating Saturdays Required Qualifications: • Currently holds Series 7 & 66 (63 & 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. • Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. • Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Sets and accomplishes goals, achieving whatever you put your 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 your time and capacity. • Is 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. • At least three years’ 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 your insurance licenses. Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Skills: • Advisory • Account Management • Client Experience Branding • Customer and Client Focus • Oral Communications • Issue Management • Client Solutions Advisory • Pipeline Management • Active Listening • Attention to Detail • Risk Management • Policies, Procedures, and Guidelines • Client Management • Causation Analysis • Written Communications Shift: 1st shift (United States of America) Hours Per Week: 40

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

Job Description: At Bank of America, we’re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most – whether they are just starting out, buying a home, building a family, or planning for retirement. As part of our commitment, we are looking for the next generation of Financial Solutions Advisors—those with a passion for growing a long-term career and a drive to make our clients’ financial lives better. Through a contact center environment, FSAs leverage the Bank of America and Merrill offering model and collaborate with business partners to provide deliver the full power of the Enterprise by providing advice to help our clients achieve their financial goals; solutions include investment, banking, and lending. FSAs set clear expectations to create a smooth transition and continuation of the Bank of America/Merrill relationship. As a National Financial Solutions Advisor (NFSA I), your journey begins with being taught the foundational skills needed to be an advisor. Through a contact center environment, FSAs leverage the Bank of America and Merrill offering model, and collaborate with business partners to deliver the full power of the Enterprise by providing advice to help our clients achieve their financial goals; solutions include investment, banking, and lending. FSAs set clear expectations to create a smooth transition and continuation of the Bank of America/Merrill relationship. Once you have demonstrated success, you will have the opportunity to advance in many roles within Bank of America and Merrill, typically progressing into the next level of Financial Solutions Advisor. And we will support you along the way with dedicated programs, tools and resources throughout your career journey. 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 Academy managers who are invested in your success. • Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. • Build your network. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. • Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. • Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs. As a Financial Solutions Advisor, you can look forward to • Unlimited potential for financial growth. • Building a portfolio of clients by providing exceptional client care with industry leading products, services, and education. • Robust marketing support to reach wider audiences with greater appeal. • Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes. We’re a culture which • Believes in responsible growth and has a proven dedication to supporting the communities we serve. • Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience. • Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world. • Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs. Required skills • Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days) • Is comfortable in a sales role, finding ways to nurture strong client relationships. • Communicates clearly and confidently with clients from all walks of life. • Works well with others and collaborates productively to get things done. • Can manage complexity, prioritize tasks and execute in a fast-paced environment. • Likes to learn on your feet, adapting to new information and seeking the right solutions for clients. • Efficiently manages your time and capacity. • Is thorough, and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients. Desired skills • A bachelor’s degree, and 0-2 years of experience working in the financial service industry and/or a metrics-based sales environment where goals were met or exceeded. • Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships. • Strong computer skills with an ability to multitask in a demanding environment. Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - MD - Hunt Valley - 11333 MCCORMICK RD - HUNT VALLEY (MD5031) Pay and benefits information Pay range $65,000.00 - $85,000.00 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 • 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 For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy. Shift: 1st shift (United States of America) Hours Per Week: 37.5 Pay Transparency details US - DC - Washington - 1800 K St NW - 1800 K Street NW (DC1842) 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.

Financial Consultant At Bank of America, our primary goal is to enhance financial well-being by leveraging every interaction we have. We adhere to the concept of Responsible Growth as the foundation of our operations, ensuring that we meet the needs of our clients, employees, communities, and shareholders consistently. Central to our strategy of Responsible Growth is our dedication to creating a positive workplace environment that fosters equality, attracts top-tier talent, supports the holistic well-being of our employees, acknowledges and incentivizes high performance, and contributes meaningfully to the societies we are part of. Bank of America upholds a preference for on-site work culture, with clearly defined expectations for physical presence in the office while offering a level of adaptability that aligns with the unique requirements of individual roles. Bank of America presents an environment where individuals can forge a fulfilling career with access to educational opportunities, room for advancement, and the ability to effect positive change Job Description: As a Financial Consultant, you will play a crucial role in delivering personalized financial guidance and solutions to clients, assisting them in reaching their financial objectives and adapting to different life phases. Your primary duties will encompass establishing strong client rapport, analyzing their financial requirements, proposing individualized tactics, and suggesting suitable financial instruments. Your pivotal position will involve serving as a reliable ally in overseeing clients' investment objectives, preparing for retirement, managing wealth, and addressing critical financial needs. Responsibilities: • Assisting clients in strategizing their financial objectives for the near and distant future by devising a comprehensive financial blueprint incorporating a range of brokerage instruments such as stocks, bonds, mutual funds, annuities, as well as banking services and investment management solutions • Suggests banking and investment approaches that are in harmony with the financial objectives and requirements of the client • Coordinates client inquiries and directs them to suitable in-house service providers according to client requirements and resource qualifications • Manages and regulates risk within everyday tasks • Identifying and interacting with potential new clients by leveraging referrals or engaging with individuals visiting financial centers • Offers guidance and input to referral associates according to an understanding of client requirements and advised product offerings Required Qualifications: • Possesses a minimum of one year's worth of experience in the investments sector, along with specialized training in investments and a comprehensive understanding of various investment offerings. • Has a minimum of one year of experience in the financial sector or a sales setting where targets were achieved or surpassed. • Establishes objectives and succeeds in attaining them by focusing your efforts. • Establishes and cultivates robust connections. • Works together efficiently with others to accomplish tasks successfully. • Demonstrates strong communication skills and exudes confidence when interacting with clients of varying backgrounds. • Juggles objectives, steers through intricacy, ranks assignments, and accomplishes tasks swiftly. • Enjoys acquiring knowledge, adjusts to fresh data, and strives to find optimal resolutions for customers. • Effectively handles your time and resources. • Utilizes a comprehensive and considerate approach to integrating appropriate regulatory investigations into the day-to-day operations and future plans for clients. Desired Qualifications: • Proficient in using computers with the capability to handle multiple tasks in a high-pressure setting. • A minimum of three years of experience in the financial services sector or a sales setting, demonstrating the achievement or surpassing of set objectives. • Attained further professional titles like Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). • Acquired your insurance certifications. Minimum Education Requirement: Having a high school diploma, GED, or its equivalent is essential Skills: • Advisory • Account Management • Client Experience Branding • Placing an emphasis on customer and client satisfaction • Oral Communications • Issue Management • Client Solutions Advisory • Pipeline Management • Active Listening • Attention to Detail • Risk Management • Policies, procedures, and guidelines refer to the established rules and regulations within an organization that serve as a framework for decision-making and behavior • Client Management • Causation Analysis • Written Communications

National FSA Team Manager job at Bank of America Corporation. Hunt Valley, MD. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! The responsibilities of this role include: monthly 1:1 associate coaching to provide an optimal client experience and performance; supervision of day-to-day activities; work with the recruiting team and Division Manager in the hiring and training of new personnel; ensure schedule adherence and proper call management of all team members in relation to the contact center strategy; conduct ongoing training as needed; responsible for molding the behavior and professionalism of all team members; promote work unity improvements to current workflow processes; resolve all client issues that are elevated to supervisory level. Licensing requirements are as follows: Series 7, 66, 9 and 10 or their equivalent. Working in a retail sales/service environment, the incumbent is responsible for coaching/supervising a team of Financial Solutions Advisors with respect to advice and guidance, achieving goals, and servicing of client accounts. The responsibilities of this role include: • Supervise the day-to-day activities of a team of Financial Solutions Advisors • Advisors reporting to the Team Lead will be sitting within the out-of-footprint Financial Centers • Deliver core business performance metrics with focus on responsible growth • Ensure Financial Solutions Advisors deliver a world class consistent client experience and continuously improve client care, conversion and retention • Deliver the entire Enterprise including investing, banking and lending • Perform monthly performance reviews of all team members and provide constructive feedback • Responsible for supervising/reviewing recommendations, trades and trade execution consistent with our investment process • Source and cultivate talent pipelines with a strong focus and ability to coach and develop advisors • Work with the Division and Performance Manager in the hiring and training of new advisors • Assist with ongoing BAC/Merrill Lynch product and sales training Required Qualifications: • Licensed with the Series 7, 66, 9 & 10 (or equivalents) • Ability to drive exceptional customer experience • Detail oriented, with good follow-up skills • Excellent verbal and written communication skills • Strong focus on compliance and regulatory standards • A bility to foster and build relationships       Desired Qualifications: • Professional designation preferred • Strong ability to communicate across leadership and to associates • Ability to effectively manage work load • Experience and track record of driving teams to achieve KPI's • Experience delivering managed products Enterprise This job is responsible for overseeing employees within Consumer Investments Solutions and Client Services. Key responsibilities include ensuring schedule adherence and proper call management of all team members in relation to the contact center strategy, promoting work unity improvements to workflow processes, and resolving client issues that are elevated to the supervisory level. Job expectations may include hiring, coaching team members to provide an optimal client experience, supervising day-to-day activities, performing performance reviews, and providing constructive feedback. Responsibilities: • Fosters a client-centric team environment by promoting an effective sales and service strategy and risk management process • Prioritizes employee development by providing effective coaching and sharing constructive feedback to drive operational excellence • Oversees day-to-day activities and resolves all client issues escalated to leadership Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. • Diversity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully. • Manager of Process & Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement. • Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate, convey the “why” and connects contributions to business results. • Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks. • People Manager & Coach: Knows and develops team members through coaching and feedback. • Financial Steward: Manages expenses and demonstrates an owner’s mindset. • Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth. • Driver of Business Outcomes: Delivers results through effective team management, structure, and routines. Additional Skills Used: • Recruiting • Relationship Building • Sales Performance Management • Sales Strategy • Strategic Thinking • Account Management • Client Experience Branding • Executive Presence • Performance Management • Talent Development • Customer Experience Improvement • Decision Making • Drives Engagement • Leadership Development • Workforce Planning Shift: 1st shift (United States of America) Hours Per Week: 40

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 - Columbia - 6201 Old Dobbin LN - DOBBIN STATION BC (MD9100), US - MD - Ellicott City - 9150 BALTIMORE NATIONAL PIKE - ST JOHNS PLAZA OFFICE (MD4552), US - MD - Hanover - 7045 Arundel Mills Blvd - Arundel Mills Mall (MD4948), US - MD - Hyattsville - 5416 Queens Chapel Rd - Queens Chapel Road (MD9952), US - MD - Laurel - 344 Montrose Ave - LAUREL CENTER OFFICE (MD4526) 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.