Merrill Advisor Development Program - Financial Advisor: Western Long Island Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Western Long Island MarketGarden City, NY$80,000–$90,000 / yearBack to search results Merrill Advisor Development Program - Financial Advisor: Western Long Island Market Garden City, New York; Lynbrook, New York; Forest Hills, New York; Great Neck, New York Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Registered Wealth Management Client Associate Bank of America CorpRegistered Wealth Management Client AssociateCharlotte, NCOur 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. 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.
Relationship Banker - Quincy - Newton Market Bank of America CorpRelationship Banker - Quincy - Newton MarketNewton, MA$25–$26.77 / hourBack to search results Relationship Banker - Quincy - Newton Market Newton, Massachusetts; Dedham, Massachusetts; Wellesley, Massachusetts; Newton, Massachusetts; Needham, Massachusetts Additional locations Apply × To proceed with your application, you must be at least 18 years of age. On screen copy: Trained by the award-winning Academy at Bank of America The onboarding and training I received through Bank of America's award-winning Academy offered personalized support, dedicated training time, and coaching that helped me prepare for the job.
Credit Solutions Advisor - Doral Plaza Bank of America CorpCredit Solutions Advisor - Doral PlazaDoral, FLDesired Qualifications:•Experience in a loan origination role in a retail environment and knowledge of Mortgage Products (Conventional, Jumbo and HELOC, Government)•Knowledge of credit and home lending requirements•Experience working in a financial center where goals were met or exceeded.•Knowledge in analyzing and comprehending complex financial data and providing financial alternatives.•Knowledge of banking products and services.•Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously.•Experience in a loan origination role in a retail environment and knowledge of•Structuring, Processing, underwriting and closing procedures•Federal regulations governing real estate lending•FHA and HUD guidelines•Other Lending Products (Credit Card, Vehicle Loans)•Strong computer skills including MS applications and previous experience utilizing laptop technology. I have access to industry leading products, services and technology, award winning platforms, and a dedicated support team, On screen copy: Access to industry leading products, services, and technology all designed to help me fulfill the financial needs associated with the unique life priorities of our clients and simplify our clients' experience by providing direct solutions.
Financial Solutions Advisor Registration Candidate - West Charlotte Market (Bi-lingual Spanish Required) Bank of America CorpFinancial Solutions Advisor Registration Candidate - West Charlotte Market (Bi-lingual Spanish Required)Charlotte, NCOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. Back to search results Financial Solutions Advisor Registration Candidate - West Charlotte Market (Bi-lingual Spanish Required) Charlotte, North Carolina; Charlotte, North Carolina; Charlotte, North Carolina Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Corporate Security Military Development Program Bank of America CorpCorporate Security Military Development ProgramCharlotte, NCConduct elevated security exercises, including red team assessments, to drive a threat vulnerability assessment within the risk frameworkDrive enterprise readiness for critical events through training, exercises, and red team programs (simulated adversary exercises to test defenses and response)Conduct security reviews of critical facilities and coordinate/support Threat Vulnerability Assessments (TVAs) executed by Protective Services across the global footprintLead after-action reviews to strengthen response and continuously improve capabilitiesConduct threat assessments to mitigate the risk of workplace violence and other safety and security related threatsPartner on development of threat management and workplace violence trainingCollaborate with other lines-of-business to capture the full spectrum of possible threats and vulnerabilities to physical security at Bank of America. Keep stakeholders informed of potential security issues leveraging comprehensive knowledge of intelligence practices, threat analysis, forecasting, and/or other analytical methodologiesEvaluate potential impacts of identified threats and vulnerabilities on the organization's operations, assets, and personnelProvide subject matter expertise and guidance to teams supporting technology applications and access provisioningMay participate in, or lead, intelligence/analysis related projects that are highly visible and impact many associates.
Wealth Management Client Associate Bank of America CorpWealth Management Client AssociateChicago, IL$25–$44 / hourHowever, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policyThe following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRAShift:1st shift (United States of America)Hours Per Week: 37.5 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Merrill Advisor Development Program Financial Solutions Advisor Trainee: Forney, TX Bank of America CorpMerrill Advisor Development Program Financial Solutions Advisor Trainee: Forney, TXForney, TXJob Description: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. 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.
Financial Solutions Advisor - South Bay Bank of America CorpFinancial Solutions Advisor - South BayRedondo Beach, CA$70,000–$80,000 / yearResponsibilities: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 solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Back to search results Financial Solutions Advisor - South Bay Long Beach, California; Torrance, California; Redondo Beach, California; El Segundo, California; Torrance, California; Manhattan Beach, California; Redondo Beach, California; San Pedro, California; Long Beach, California; Torrance, California; Montebello, California; Manhattan Beach, California; Long Beach, California Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Financial Solutions Advisor - New Mexico/El Paso Markets Bank of America CorpFinancial Solutions Advisor - New Mexico/El Paso MarketsSanta Fe, NMBack to search results Financial Solutions Advisor - New Mexico/El Paso Markets Santa Fe, New Mexico; Albuquerque, New Mexico; Albuquerque, New Mexico; Albuquerque, New Mexico; Albuquerque, New Mexico; Las Cruces, New Mexico; El Paso, Texas; Albuquerque, New Mexico; Albuquerque, New Mexico; El Paso, Texas; Albuquerque, New Mexico; El Paso, Texas; Albuquerque, New Mexico; Rio Rancho, New Mexico; El Paso, Texas; Albuquerque, New Mexico; El Paso, Texas; Santa Fe, New Mexico; El Paso, Texas; Farmington, New Mexico Additional locations Apply × To proceed with your application, you must be at least 18 years of age. 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.
Senior Credit Underwriter Bank of America CorpSenior Credit UnderwriterMiami, FLResponsibilities:Manages a portfolio of clients supporting underwriting and/or monitoring requirements with limited to moderate complexityIndependently works with Relationship Management, and Risk teammates to understand structuring needs and requirementsDelivers financial modeling, loan structure, industry, economic, and other analyses to team members to support the loan decision-making processReviews work of junior teammates to provide feedback/coaching and ensure compliance with laws, rules, regulations and policy procedureHas credit approval for certain credit actionsLeads loan structure conversations and completion of loan documentation with internal/external legal partnersSkills:Attention to DetailCredit and Risk AssessmentFinancial AnalysisUnderwritingWritten CommunicationsAnalytical ThinkingCredit Documentation RequirementsFinancial Forecasting and ModelingRecording/Organizing InformationBusiness AcumenCollaborationCollateral ManagementLoan StructuringPrioritizationequired Qualifications:· 8+ years of solid experience in Commercial Banking (Middle Market, Large Corporate, Leveraged Finance, Financial Sponsors or other highly complexcredits) underwriting, performing financial analysis, structuring, and portfolio management· Strong communication and analytical/technical skills, including financial accounting, modeling and loan structuring. Be knowledgeable of the closing process & timeline for all types of loans (i.e. real estate, revolvers, etc.)· BA/BS DesiredShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.
Financial Solutions Advisor Registration Candidate- Southgate Glen Burnie Financial Center Bank of America CorpFinancial Solutions Advisor Registration Candidate- Southgate Glen Burnie Financial CenterGlen Burnie, MD$28.85–$33.65 / hourOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Relationship Banker - Loudoun Market Bank of America CorpRelationship Banker - Loudoun MarketChantilly, VAResponsibilities:• 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 responsibilitiesRequired 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. Back to search results Relationship Banker - Loudoun Market Chantilly, Virginia; Fairfax, Virginia; Dulles, Virginia; Purcellville, Virginia; Leesburg, Virginia; Stone Ridge, Virginia; Leesburg, Virginia; Herndon, Virginia; Fairfax, Virginia; Herndon, Virginia; Reston, Virginia; Sterling, Virginia Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Financial Solutions Advisor - Tri Valley Bank of America CorpFinancial Solutions Advisor - Tri ValleyLancaster, CA$70,000–$80,000 / yearResponsibilities: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 solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. 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.
Financial Solutions Advisor - Gateway Cities Bank of America CorpFinancial Solutions Advisor - Gateway CitiesGardena, CA$70,000–$80,000 / yearResponsibilities: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 solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Back to search results Financial Solutions Advisor - Gateway Cities Los Angeles, California; Gardena, California; Los Angeles, California; Carson, California; Los Angeles, California; Palmdale, California; Culver City, California; Canyon Country, California; Los Angeles, California; Chatsworth, California; Bell, California; Walnut Park, California; Northridge, California; Palmdale, California Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Relationship Banker - Prescott Valley Bank of America CorpRelationship Banker - Prescott ValleyPrescott Valley, AZOn screen copy: Trained by the award-winning Academy at Bank of America The onboarding and training I received through Bank of America's award-winning Academy offered personalized support, dedicated training time, and coaching that helped me prepare for the job. All designated at 5% travel 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.
Financial Solutions Advisor - Ballard Financial Center Bank of America CorpFinancial Solutions Advisor - Ballard Financial CenterSeattle, WA$70,000–$80,000 / yearResponsibilities: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 solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. 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.
Relationship Banker - Anderson Main Financial Center Bank of America CorpRelationship Banker - Anderson Main Financial CenterAnderson, SCOn screen copy: Trained by the award-winning Academy at Bank of America The onboarding and training I received through Bank of America's award-winning Academy offered personalized support, dedicated training time, and coaching that helped me prepare for the job. 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.
Relationship Banker - San Diego South Bank of America CorpRelationship Banker - San Diego SouthSan Ysidro, CA$25–$26.77 / hourResponsibilities:• 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 responsibilitiesRequired 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.• Back to search results Relationship Banker - San Diego South San Ysidro, California; Chula Vista, California; Chula Vista, California; San Diego, California; Chula Vista, California; El Centro, California; Bonita, California; San Diego, California; National City, California Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Enterprise Lending Officer - Bellevue Bank of America CorpEnterprise Lending Officer - BellevueBellevue, WA$66,600–$76,700 / yearResponsibilities:Provides exceptional client care by providing advice oriented solutions with Consumer Lending and Core Banking productsEngages in community development, outside sales activities, and external networking to responsibly grow client and market shareUnderstands lending processes and credit guidelines to best develop solutions for each client's needsManages daily client and loan pipelines with astute organization, follow up, and high degree of collaboration with loan fulfillment partnersLeverages digital solutions, providing clients with a choice in preferred service pathwaysMaintains and adheres to all federal and state regulations and bank operational requirements, delivering compliant client advice conversations and fulfilling financial goalsSkills:Business DevelopmentClient ManagementCustomer and Client FocusProspectingRisk ManagementAccount ManagementClient Solutions AdvisoryCredit and Risk AssessmentPipeline ManagementReferral IdentificationAttention to DetailCredit Documentation RequirementsIssue ManagementNetworkingRelationship Building Required Skills and Experience• Has 3+ years of experience in a loan origination role with a focus on generating self-sourced purchase business through a verifiable, established network of referral sources• Demonstrated understanding of effectively managing a pipeline in order to deliver an exceptional client experience• Has a strong knowledge of loan products Conventional, Jumbo and Government.• Demonstrated ability to understand, analyze, and document income, assets and liabilities properly in order to qualify clients for specific loan products• Demonstrated understanding of processing, underwriting and/or closing procedures• Has a working knowledge of federal regulations governing real estate lending• Ability to source clients independently and not rely on enterprise referrals with demonstrated success in generating business from external Centers of Influence real estate professionals, builders, and other external referral partners in a compliant manner as well as within bank policy.• 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 Share: Save job Job saved.