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Job Description: The US rates strategy group is responsible for generating financial market research, forecasts, and trade ideas across US &amp; Canadian rates markets. The team covers duration, curve, front end, inflation protected securities, spreads, agency debt, vol, and supply / demand topics. The team partners with key business partners across sales &amp; trading + other business lines throughout the firm. We are looking for someone to support the team &amp; develop into a strong research analyst. Responsibilities: <ul> <li>Serve as key member of Bank of America interest rate strategy team and in support of team production</li> <li>Work closely with senior members of the team in markets analysis &amp; research production</li> <li>Conduct macroeconomic, market, and interest rate analysis to formulate views and trades in the rates market</li> <li>Support stand-out thematic research with a focus on trade idea generation and monetizable ideas across US rates</li> <li>Assist in production of weekly research pieces on macro and micro views on wide range of factors affecting interest rates including monetary policy, fiscal policy and global macro-economic developments</li> <li>Work with the sales force in maintaining relationships with clients by updating with latest market developments, conference calls and one-on-one meetings</li> <li>Use applied statistics to help generate and inform views</li> <li>Periodic travel may be required</li> </ul> Qualifications: <ul> <li>Bachelor’s Degree (Finance, Economics, Statistics or related) or equivalent years of experience</li> <li>1-2 years of experience in relevant field + demonstrated interest in US interest rates / macroeconomics</li> <li>Background in economic &amp; financial market analysis + applied statistics / econometrics</li> <li>Demonstrated ability to manage large data sets and conduct macro &amp; financial markets analysis</li> <li>Excellent communication (written &amp; verbal), presentation, &amp; interpersonal skills</li> <li>Meticulous attention to detail and strong work ethic are required</li> <li>Proven organizational and time management skills as well as ability to work under pressure</li> <li>Capable of working effectively both independently and with multiple teams/individuals</li> <li>Familiarity in R or Matlab is a plus, but not required</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

US Rates Research Analyst - Global Research

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 a diverse and 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. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: Responsible for the day-to-day analysis, research and resolution of varied problems. Functions include administering defined procedures, analysis and report generation, and exception processing. Coordinates the implementation of products/services and operational solutions. May assist in designing, documenting, implementing, and monitoring of new products/services. Provides guidance to associates within own unit regarding procedural, technical and/or operational changes. Incumbents have full working knowledge of operations environment acquired through experience in an operations environment and on the job training. Individuals typically have 2 to 4 years of experience. Responsibilities: <ul> <li>Leads implementation for products, services, and operational solutions</li> <li>Manages the design, documentation, implementation, and monitoring of new products and services</li> <li>Consults on procedural, technical, and operational changes</li> <li>Advances business products knowledge within operations environment</li> <li>Fosters relationships with partners and teammates</li> <li>Inspects data to identify issues and trends</li> <li>Presents reporting on key performance and implementation status</li> </ul> Skills: <ul> <li>Attention to Detail</li> <li>Monitoring, Surveillance, and Testing</li> <li>Policies, Procedures, and Guidelines Management</li> <li>Regulatory Compliance</li> <li>Written Communications</li> <li>Adaptability</li> <li>Business Acumen</li> <li>Continuous Improvement</li> <li>Critical Thinking</li> <li>Process Mapping</li> <li>Change Management</li> <li>Consulting</li> <li>Data Management</li> <li>Reporting</li> <li>Research</li> </ul>

Trade Operations Senior Analyst

Job Description: Job Title: Trade Finance Services Specialist Corporate Title: Officer Location: Bromley Company Overview: 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 a diverse and 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. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Location Overview: Join our bustling Bromley office, situated in one of London’s greenest boroughs. Here you’ll find plentiful and easy commuting routes, with central London just 15 minutes away by train. Role Description: This job is responsible for performing a variety of technical and analytical functions related to trade financing and servicing. Key responsibilities include researching, analysing, auditing, tracing, and resolving trade documents that require specialized, sensitive, or exception handling. Job expectations include evaluating acceptances, issuances, amendments, and negotiations for import and export, standby and government letters of credit, and bankers’ acceptances related to trade financing. We are looking for Trade Finance professionals with subject background to perform client service functions on Supply Chain Finance, Risk Distribution, Risk Participation and Trade loans products. Responsibilities: • Processes transactions related to various Trade Finance products and performs support and servicing functions, such as problem resolution and exception handling for clients and business partners • Communicates complex data and information clearly and effectively to clients and business partners • Performs a variety of technical and analytical functions related to trade financing and servicing including researching, analysing, auditing, tracing, and resolving Trade Finance documents that require specialized, sensitive, or exception handling • Manages risk by ensuring transactions are handled efficiently, identifying, and escalating potential risks • Develops capabilities and competencies through self-study or participation in trainings on system enhancements • Handling Client queries via email and phone on Supply Chain Finance and risk distribution process • Assist with monthly reporting to Internal stake holders and External Clients • Update and maintain product related operational procedures • Handle daily metrics for management reporting • Work with Business partners to support new clients where required What we are looking for: • Ability to work in a pressurised environment and be flexible. • Good communication and time management skills. • Must have excellent attention to detail to have accurate, confident conversation with clients. • Excellent Microsoft Office knowledge required. • Trade products knowledge is desirable. • Quick to adapt to a highly demanding environment and can balance priorities. Skills that will help: • Attention to Detail • Customer and Client Focus • Adaptability • Collaboration • Prioritization • Recording/Organizing Information • Analytical Thinking • Oral Communications • Problem Solving • Research Benefits of working at Bank of America: UK • Private healthcare for you and your family plus an annual health screen to help you manage your physical wellness with the option to purchase a screen for your partner • Competitive pension plan, life assurance and group income protection cover if you become unable to work as a result of a disability or health reasons • 20 days of back-up childcare including access to school holiday clubs and 20 days of back-up adult care per annum • The ability to change your core benefits as well as the option of selecting a variety of flexible benefits to suit your personal circumstances including access to a wellbeing account, travel insurance, critical illness etc. • Access to an emotional wellbeing helpline, mental health first aiders and virtual GP services. • Access to an Employee Assistance Program for confidential support and help for everyday matters • Ability to donate to charities of your choice directly through payroll and the bank will match your contribution • Opportunity to access our Arts &amp; Culture corporate membership program and receive discounted entry to some of the UK’s most iconic cultural institutions and exhibitions. • Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local community. Bank of America: Good conduct and sound judgment is crucial to our long term success. It’s important that all employees in the organisation understand the expected standards of conduct and how we manage conduct risk. Individual accountability and an ownership mind-set are the cornerstones of our Code of Conduct and are at the heart of managing risk well. We are an equal opportunities employer and ensure that no applicant is subject to less favourable treatment on the grounds of sex, gender identity or gender reassignment, marital or civil partner status, race, religion or belief, colour, nationality, ethnic or national origins, age, sexual orientation, pregnancy or maternity, socio-economic background, responsibility for dependants or physical or mental disability. The Bank selects candidates for interview based on their skills, qualifications and experience. We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.

Trade Finance Service Specialist

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 a diverse and 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. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: Enterprise Model Risk Management seeks a Senior Quantitative Finance Analyst – Liquidity Risk to conduct independent testing and review of complex models used to monitor and mitigate liquidity and funding risks in the Bank. Responsible for compliance with Enhanced Prudential Standards and other regulatory guidelines, the candidate will work on models related to both banking and trading businesses of Bank of America. The candidate should exhibit familiarity with industry practices and have up-to-date knowledge of liquidity risk management. The candidate should be able to provide both thought leadership and hands-on expertise in methodology, techniques, and processes in applying mathematical approaches to manage the bank’s liquidity risk models and model systems. Minimum Education Requirement: Master’s degree in related field or equivalent work experience Required Qualifications: <ul> <li>Masters in finance or economics with demonstrated quantitative skills.</li> <li>FRM and CFA certifications preferred. </li> <li>Knowledge and 5+ years of experience in building and understanding of liquidity risk management models. </li> <li>Strong familiarity with the industry practices in the field and knowledge of up-to-date liquidity risk management.</li> <li>Excellent written and oral communication skills with stakeholders of varying analytic skill and knowledge levels. </li> </ul> Skills: <ul> <li>Critical Thinking</li> <li>Quantitative Development</li> <li>Risk Analytics</li> <li>Risk Modeling</li> <li>Technical Documentation</li> <li>Adaptability</li> <li>Collaboration</li> <li>Problem Solving</li> <li>Risk Management</li> <li>Test Engineering</li> <li>Data Modeling</li> <li>Data and Trend Analysis</li> <li>Process Performance Measurement</li> <li>Research</li> <li>Written Communications</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Sr. Quantitative Finance Analyst - Liquidity Model Validation

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 developing and delivering complex requirements to accomplish business goals. Key responsibilities of the job include ensuring that software is developed to meet functional/non-functional requirements, coding solutions, and unit testing. Job expectations include an awareness of the development practices in the industry. Responsibilities: <ul> <li>Codes solutions and unit test to deliver a requirement/story per the defined acceptance criteria</li> <li>Executes automated test suites (integration, regression, performance); collect results and flag issues</li> <li>Documents and communicates required information for deployment, maintenance, support, and business functionality</li> <li>Adheres to team delivery/release process and cadence pertaining to code deployment and release</li> <li>Contributes to story refinement and definition of requirements</li> </ul> Skills: <ul> <li>Application Development</li> <li>Automation</li> <li>Collaboration</li> <li>DevOps Practices</li> <li>Solution Design</li> <li>Agile Practices</li> <li>Architecture</li> <li>Result Orientation</li> <li>Solution Delivery Process</li> <li>User Experience Design</li> <li>Analytical Thinking</li> <li>Data Management</li> <li>Risk Management</li> <li>Technical Strategy Development</li> <li>Test Engineering</li> </ul> Required Background: <ul><li>Must be a current Year Up intern with Bank of America</li></ul> Shift:1st shift (United States of America) Hours Per Week: 40

Software Engineer I - Year Up

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. 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! 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. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC 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. • Can be flexible to work weekends and/or extended hours as needed. 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 degree such as business management, business administration, or finance. *Bilingual in Spanish/Mandarin Preferred 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 Shift:1st shift (United States of America) Hours Per Week: 40

Relationship Banker - San Gabriel Area

Job Description: Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed. This job will be open and accepting applications for a minimum of seven days from the date it was posted. 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 a diverse and 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. 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: <ul> <li>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</li> <li>Recommends banking and investments strategies that align with client financial goals and needs</li> <li>Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds</li> <li>Mitigates and controls risk as part of daily activities</li> <li>Identifies and engages potential new clients through referrals or financial center clientele</li> <li>Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended</li> </ul> Required Qualifications: <ul> <li>Currently holds Series 7 &amp; 66 (63 &amp; 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.</li> <li>Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.</li> <li>Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.</li> <li>Sets and accomplishes goals, achieving whatever you put your mind to.</li> <li>Builds and nurtures strong relationships.</li> <li>Collaborates effectively with others to get things done.</li> <li>Communicates effectively and confidently and is comfortable engaging all clients.</li> <li>Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.</li> <li>Likes to learn, adapts to new information and seeks the right solutions for clients.</li> <li>Efficiently manages your time and capacity.</li> <li>Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.</li> </ul> Desired Qualifications: <ul> <li>Strong computer skills with an ability to multitask in a demanding environment.</li> <li>At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.</li> <li>Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).</li> </ul> <ul><li>Obtained your insurance licenses.</li></ul> Skills: <ul> <li>Account Management</li> <li>Advisory</li> <li>Client Experience Branding</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Active Listening</li> <li>Attention to Detail</li> <li>Client Solutions Advisory</li> <li>Issue Management</li> <li>Pipeline Management</li> <li>Causation Analysis</li> <li>Client Management</li> <li>Policies, Procedures, and Guidelines</li> <li>Risk Management</li> <li>Written Communications</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor Stage II - Consumer Investments - Ocean NJ Market

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 Advisors—those with a passion for growing a long-term career and a drive to make our clients’ financial lives better. If you are an individual who is passionate about helping clients reach their financial goals, join Bank of America and become an investment specialist in one of over 4,000 financial center locations nationwide. From day one, you will receive training from our-award winning Academy at Bank of America, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. The Academy offers a defined path to becoming an advisor through a multi-stage training program, one that provides you with the necessary experience and skills to succeed in your role and throughout your career journey. 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. 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. 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. 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. • Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 &amp; 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired &amp; your Series 7 &amp; 66 within 120 Days - a requirement for the role. • Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. 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 Stage I, you can look forward to • Unlimited potential for financial growth. • A strong referral base from across the business through our relationship with one in every two households. • Managing 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. • Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors. We’re a culture that • 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: • Sets and accomplishes goals, achieving whatever you put your mind to. • Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients. • 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: • Strong computer skills with an ability to multitask in a demanding environment. • A bachelor’s degree, or 1-2 years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships. Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor Stage I Consumer Investments - Sea Island Financial Center

Job Description: This job will be open and accepting applications for a minimum of seven days from the date it was posted. 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! 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. 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. 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. 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. • Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 &amp; 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired &amp; your Series 7 &amp; 66 within 120 Days - a requirement for the role. • Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. 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 the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. Required Qualifications: <ul> <li><h2>Aptitude in obtaining required industry licenses.</h2></li> <li><h2>Must be self-disciplined in managing time and capacity.</h2></li> <li><h2>Experience in cultivating client relationships, accessing needs and recommending solutions.</h2></li> <li><h2>Success creating strong peer relationships through effective communication and collaboration.</h2></li> <li><h2>Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.</h2></li> <li><h2>Executes multiple tasks simultaneously.</h2></li> <li><h2>Learns and adapts to new technology or applications.</h2></li> </ul> Desired Qualifications: <ul><li><h2>Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience</h2></li></ul> 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 Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Schedule: Monday-Friday, some Saturdays required. Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor Stage I - Registration Candidate - Consumer Investment - 86th and Lexington Avenue Financial Center

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 a diverse and 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. 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 Required Qualifications: • Currently holds Series 7 &amp; 66 (63 &amp; 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. • Bilingual Spanish Preferred 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 *Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed. Shift:1st shift (United States of America) Hours Per Week: 40

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