Bank Examiner Jobs in the United States
Bank of America
San Francisco, CA
Our Wealth Management team represents an array of different backgrounds and brings their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused, and effective. 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.
Bank of America
San Francisco, CA
Our Wealth Management team represents an array of different backgrounds and brings their unique perspectives, ideas, and experiences, helping to create a work community that is culture-driven, resilient, results-focused, and effective. 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.
Bank of America
Los Angeles, CA
The Private Wealth Supervision Manager operates with minimal guidance, monitors adherence to policies, acts as the independent voice on risk, supports the company’s business objectives, and contributes to branch office profitability by influencing FA business practices in ways that minimize regulatory, financial, and reputational risks. Merrill Private Wealth Division provides comprehensive wealth management services to affluent and high-net-worth clients along with retirement and benefit plan services, philanthropic solutions, and asset management to individuals and institutions.
Bank of America
Los Angeles, CA
The Private Wealth Supervision Manager operates with minimal guidance, monitors adherence to policies, acts as the independent voice on risk, supports the company’s business objectives, and contributes to branch office profitability by influencing FA business practices in ways that minimize regulatory, financial, and reputational risks. Merrill Private Wealth Division provides comprehensive wealth management services to affluent and high-net-worth clients along with retirement and benefit plan services, philanthropic solutions, and asset management to individuals and institutions.
Bank of America
New York, NY
Must include 3 years of experience in each of the following: Preparing financial analysis for companies in Latin America region, including detailed valuation analysis, LBO analysis, discounted cash flow, accretion and dilution, M&A transaction pro forma analysis, comparative company analysis, and sum of the parts analysis; Conducting due diligence and preparing materials for clients in connection with M&A transactions; Preparing client presentation materials, internal approval memos, and marketing documents such as roadshow materials, confidential information memorandums, and rating agency presentations to execute transactions; Conducting research using Factset, Capital IQ, Bloomberg, and Thomson to analyze market data and competitive dynamics; and, Reviewing engagement letters, confidential agreements, and other documents related to investment banking transactions. Prepare financial analysis for companies in Latin America region, including detailed valuation analysis, LBO analysis, discounted cash flow, accretion and dilution, M&A transaction pro forma analysis, comparative company analysis, and sum of the parts analysis.
Bank of America
New York, NY
Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. Our Wealth Management team represents an array of different backgrounds and brings their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused, and effective.
Bank of America
Charlotte, NC
This job is responsible for providing moderately complex research, reporting, and analytical support for the delivery of end-to-end support for Global Markets sales, trading and underwriting business for securities, foreign exchange, fixed income, exchange traded derivatives, and over-the-counter derivatives across multiple Lines of Business. Supports the overall management of and research required for regulatory exams, internal audits, and other monitoring and inspection reviews and evaluates data and information relevant to inspection metrics to support governance activities for dashboard reporting.
Bank of America
San Francisco, CA
Once 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.
Bank of America
San Francisco, CA
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. 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.