Bank of America

Financial Crime

• Completes investigations while overseeing cases meet or exceed closure and quality metrics
• Completes Suspicious Activity Reports (SAR) in a timely and accurate manner for submission to regulators and/or law enforcement
• Reports facts of the investigation to senior stakeholders, assisting in identifying potential operational or compliance risks and partners with Global Financial Crimes (GFC) Management and/or Front Line Units (FLU) to resolve investigations
• Performs quality control functions, training, communications, guidance, monitoring scenario development/enhancement input and testing, or law enforcement liaison responsibilities in an investigative support role

GFC Investigator – Brokerage, AML

Financial Planning and Analysis

• 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

Financial Solutions Advisor

Bilingual

• Engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM
• Accurately and efficiently processing cash transactions for clients as needed
• Having deep conversations with clients to gain in-depth knowledge of the financial and life priorities
• Connecting clients to solutions that meet their financial goals

Relationship Banker – Bilingual Hindi

• 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

Financial Advisor, Merrill Advisor Development Program

• Providing comprehensive advice and customized solutions to clients
• Trinaging client leads
• Making referrals to business partners
• Meeting with clients to review financial and investment goals
• Building a financial plan
• Recommending brokerage products

• Begin obtaining Securities Industry licenses such as SIE, Series 7, and Series 66 exams.
• Learn foundational skills to be an advisor, including managing client relationships and guiding them with advice.
• Work in a financial center delivering core banking and investment solutions.
• Advance in roles within Bank of America and Merrill, while being supported by dedicated programs and resources throughout the career journey.

• Provide comprehensive advice and customized solutions to clients
• Triage client leads and make referrals based on client needs
• Review financial and investment goals with clients
• Build financial plans and recommend brokerage products
• Apply and expand knowledge by completing required licenses and trainings

• 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.
• 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 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 successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill.
• The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.

Manager

• Manages, recommends, and directs executions of investment programs designed to achieve the objectives of a group of client accounts within established investment policy guidelines.
• Rebalances, trades, and monitors portfolios, ensuring alignment with portfolio guidelines, constraints, and objectives.
• Partners with advisors and clients on portfolio strategy, transition planning, and the phased management of portfolio positions and guidelines.
• Supports the ongoing design and development of infrastructure for CIO direct indexing strategies and capabilities.

GFC Investigator – Brokerage, AML

Financial Solutions Advisor

Relationship Banker – Bilingual Hindi

Financial Advisor, Merrill Advisor Development Program

Financial Solutions Advisor

Financial Solutions Advisor

Financial Solutions Advisor

Financial Solutions Advisor

Portfolio Manager