field_remote_option

job_industry

field_job_occupational_field_parents_all

job_organization_name

job_upgrade_is_featured

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 working with Financial Advisor (FA) teams to provide comprehensive financial planning solutions. Key responsibilities include identifying strategic investment opportunities, driving financial planning by gathering and analyzing data to create robust financial plans, and fostering internal relationships. Job expectations include having knowledge of Estate and Gift Taxes, Philanthropy, Trust Structures, Insurance, Income Tax Planning, and Investment Management and a comprehensive understanding of the suite of solutions, platforms, and initiatives across the bank. 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>Leverages extensive financial data to identify possible solutions to meet client needs and goals</li> <li>Schedules, prepares, and attends client meetings to review plans, capture changes, and discuss next steps</li> <li>Monitors, updates, and maintains client information in a related planning tool and plans on a consistent basis</li> <li>Engages with specialists and partners to address client needs and deliver solutions</li> </ul> Skills: <ul> <li>Business Development</li> <li>Client Investments Management</li> <li>Portfolio Analysis</li> <li>Portfolio Management</li> <li>Wealth Planning</li> <li>Causation Analysis</li> <li>Client Management</li> <li>Data Visualization</li> <li>Risk Modeling</li> <li>Trading and Investment Analysis</li> <li>Investment Management</li> <li>Referral Identification</li> </ul> Required Qualifications: <ul> <li>Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support</li> <li>SAFE ACT Registration; ADV-2B Required</li> <li>CFP® or CPWA® designation and/or maintain at least one firm approved designation</li> <li>Understanding of how to deliver a strong overall client experience</li> <li>Thorough knowledge and understanding of the suite of Wealth Management products and services</li> <li>Possess and demonstrate strong communication skills</li> <li>Superior relationship management skills to partner effectively with specialists and across lines of business to meet the needs of clients</li> <li>Strong analytical skills with the ability to identify trends, root cause and effects and develop strategies to increase growth and mitigate risk</li> <li>Ability to make sound decisions by having a deep understanding of financial planning best practices and policies/procedures</li> <li>Ability to identify client needs and concerns and articulate appropriate approach to align solutions to goals in a suitable and controlled way​</li> </ul> The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: applicable regulation FDIC, Safe Act/Loan Originators and FINRA. Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Wealth Planner (FP)

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: This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. 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. Responsibilities: <ul> <li>Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies</li> <li>Communicates solutions to clients that are best suited for their financial needs, such as core Banking, as well as Investment and Life Priority™ solutions</li> <li>Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth</li> <li>Understands and accesses the full breadth of resources across the bank to benefit clients or prospects</li> <li>Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor</li> <li>Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds</li> </ul> The Advisor Development Program (ADP) Journey: During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide the necessary training and guidance through a defined path to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we’ll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. This role is located in a Merrill branch. We’ll help you: <ul> <li>Get training and one-on-one mentorship from managers who are invested in your success. You’ll enroll in our Academy to develop as an advisor; the potential for growth is yours! </li> <li>Build connections to grow your network and business. Starting at a Merrill branch, you’ll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients.</li> <li>Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals.</li> <li>Learn about the full suite of financial solutions.</li> <li>Connect clients to solutions that are in their best interest, such as core Banking, Investment &amp; Life Priority™ solutions, through Bank of America and Merrill to meet their financial needs.</li> </ul> As a Merrill FSA, you can look forward to: <ul> <li>A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.</li> <li>Marketing strategies to reach wider audiences with greater appeal.</li> <li>Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.</li> <li>Potential Opportunities for professional growth.</li> <li>Leadership opportunities, including leading client and conference seminars.</li> </ul> We’re a culture that: <ul> <li>Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.</li> <li>Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.</li> <li>Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.</li> <li>Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs.</li> <li>Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.</li> </ul> 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. Required Qualifications: <ul> <li>Currently holds Series 7 &amp; 66 (63 &amp; 65 in lieu of 66) licenses.</li> <li>Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.</li> <li>Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.</li> <li>Self-starter who efficiently manages time and capacity.</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, 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>Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.</li> </ul> Desired Qualifications: <ul> <li>Proven ability to partner and promote lead generation.</li> <li>Experience balancing investment management, sales activities, and new client development.</li> <li>Strong computer skills and the ability to multitask in a demanding environment.</li> <li>Bachelor's degree is a plus, preferably in business-related field.</li> <li>Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) is a plus.</li> <li>Obtained insurance licenses is preferred. ​</li> </ul> Skills: <ul> <li>Account Management</li> <li>Client Investments Management</li> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Relationship Building</li> <li>Advisory</li> <li>Business Development</li> <li>Fraud Management</li> <li>Pipeline Management</li> <li>Portfolio Management</li> <li>Client Experience Branding</li> <li>Issue Management</li> <li>Prospecting</li> <li>Referral Identification</li> <li>Sales Performance Management</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Merrill Financial Solutions Advisor - Greater Virginia Market

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! Bank of America’s Experience Design (XD) team creates world-class end-to-end digital experiences that are intuitive, innovative, engaging and inclusive. We are a multi-disciplinary design organization with expertise across product design, user experience, conversational/AI design, creative direction, ux research and user testing, design program management, production design, content strategy, copywriting, and design technology. The team is constantly defining, iterating, solving problems, and working together to find ways all our digital platforms can empower customers to reach their financial goals by designing and delivering next-level experiences that provide ease, convenience and safety while matching to individual needs and preferences. Bank of America is looking for an Associate Director that will be responsible for leading a team and craft delivery for an interdisciplinary product design team that delivers strategic and tactical solutions in support of a large business critical portfolio of work. Accountable for the performance and results for the team, while managing to business and organizational priorities. Leading with the highest standard of strategic and critical thinking, quality, and professionalism, this role will drive deep understanding of how our clients engage with our products and services, enabling teams to translate needs and deliver products that are simple, elegant and powerful while delivering on-time and on-budget. Providing dynamic, situational and adaptable leadership to coach, mentor and support direct reports, guide career conversations and invest in continuing to build our culture of creativity, accountability, discourse, and measurable key results. As an Associate Director you will: <ul> <li>Manage an interdisciplinary team to design, optimize and deliver useful and elegant, best-in-class digital experiences across web, mobile web, and native apps (iOS and Android) from a multidisciplinary, holistic perspective from concept to execution and implementation. </li> <li>Manage teams, across a platform or portfolio, coaching, directing, and unblocking as needed, to produce great work that delights clients and achieves business goals. </li> <li>Digest, communicate and guide alignment to the latest XD strategic vision, priorities, OKRs and principles while monitoring progress and identifying opportunities to increase effectiveness. </li> <li>Independently problem solves as a practiced decision-maker in working with XD executive leaders and peers. </li> <li>Demonstrate expertise with interpreting internal and external business challenges with a tested playbook of best practices to adapt, improve and ship best-in-class products and processes. </li> <li>Build and lead high performing teams that operate at scale, deliver impact all while retaining top talent. Be responsible for leading employees across multiple geographies. </li> <li>Hold each team member to the highest level of quality and professionalism, providing actionable, concise, and direct feedback to designers across the organization while leveraging situational leadership skills to actively guide career management conversations. </li> <li>Oversee solid experience design deliverables across the design workflow, ensuring portfolio of design work is delivered on time and on budget. </li> <li>Evaluate and benchmark existing product and service experiences while also inspiring teams to set visions for innovative digital and technology experiences. </li> <li>Leverage data, research, and evaluative testing across the customer journey. </li> <li>Proactively seek out strategic partnerships across organizations at every level, build strong relationships and drive thought leadership with product, technology, and business associates. </li> <li>Evangelize and evolve our XD practice, culture, and craft, lead design meetings and actively participate in critiques. </li> <li>Organize project and product details in partnership with project stakeholders and cross-functional teams with strong aptitude for planning, resource management and forecasting. </li> <li>Advocate for Design Systems and scale, thinking beyond one design solution and one technical platform, seeking reusability where efficiency matters and variability when differentiation drives value. </li> </ul> Required Qualifications: <ul> <li>10+ years of industry design experience, including at least 5 years in a lead multidisciplinary designer role with strong capabilities across a range of design disciplines. </li> <li>5+ years of managing and inspiring people to achieve their maximum potential. </li> <li>An outstanding portfolio that exemplifies excellence in experience design demonstrating end-to-end multidisciplinary product design. </li> <li>A strong track record leading the successful execution of large customer-facing digital products delivered from inception through launch and sustainment in partnership with cross-functional product development and design teams. </li> <li>Knowledge of multi-channel industry standards with demonstrated success in leading and shipping consumer-facing mobile apps, responsive web and websites including system, user, ecommerce, and transactional experiences. </li> <li>Mastery of human-centered design methodologies and rapid ideation processes such as Lean UX, Design Sprints, and Agile. </li> <li>Able to comfortably dive into Experience Design, understand business needs, and drive decisions based on changing priorities. </li> <li>Hands-on experience in organizational change, managing ambiguity, communications &amp; strategy execution with ability to adapt quickly and positively to change. </li> <li>Problem-solving without being asked, resolving issues effectively and calmly, strong time management with an intense focus on achieving results. </li> <li>Excellent communicator in written and verbal form; strong listening and presentation skills, ability to work well with executives, with proven ability to facilitate and influence. </li> <li>Highest level of integrity and management of confidential information. </li> <li>Continuous learner with strong interest in, and aptitude for learning new design and technology skills. </li> <li>Demonstrated ability to effectively lead and build strong partnerships with stakeholders and management levels. </li> <li>Embraces the opportunity to work side by side with other designers and partners in a studio context. </li> <li>Expert level proficiency with design tools, including Figma, Adobe suite, and Sketch. </li> <li>Is an enthusiastic, highly motivated self-starter with a strong work ethic. </li> <li>Experience utilizing quantitative and qualitative data to inform and inspire design. </li> <li>Demonstrated ability to lead design with a design system and within brand guidelines.</li> </ul> Desired Qualifications: <ul> <li>Master’s or Bachelor’s degree in design with corresponding experience. </li> <li>Financial or similar industry experience preferred. </li> <li>Project management experience a plus.</li> </ul> <h3>For internal employees; participation in a work from home posture does not make you ineligible to post</h3> <h3>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.</h3> <h3>The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC</h3> Shift:1st shift (United States of America) Hours Per Week: 40

Associate Director - Bank of America Experience Design

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 managing a financial center (FC) in collaboration with senior team members, supporting the operational excellence of the FC and ensuring that all aspects run effectively and cohesively. Key responsibilities include overseeing of functions such as the smooth and efficient functioning of the teller line, day-to-day policy and procedure adherence, and improvement of financial center performance. Job expectations include ensuring that directives are implemented and taking up leadership responsibility for the financial center when teammates are absent. Responsibilities: • Manages client traffic, engaging and appropriately routing clients, and fosters client retention • Manages business results through formalized management routines and coaching • Creates a world class client experience environment • Manages market-level initiatives prescribed by market leaders • Drives operational excellence by engaging employees on business strategy • Manages organizational priorities and effective execution Required Qualifications: <ul> <li>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</li> <li>Collaborates effectively to get things done, building and nurturing strong relationships</li> <li>Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives</li> <li>Is confident in identifying solutions for clients based on their needs and can resolve problems independently or bring in others as needed</li> <li>Communicates effectively and confidently and is comfortable engaging all clients</li> <li>Has the ability to learn and adapt to new information and technology platforms</li> <li>Applies strong critical thinking and problem-solving skills to meet clients' needs</li> <li>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</li> <li>Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment</li> <li>Can interpret performance results, find opportunities to drive success and hold others accountable to results</li> <li>Can be flexible to work weekends and/or extended hours as needed</li> <li>Bilingual Spanish preferred</li> </ul> Desired Qualifications: <ul> <li>Experience in financial services and knowledge of financial services industry, products and solutions</li> <li>Experience in mortgage, retail and/or hospitality</li> <li>Experience working in an environment with individual and team goals where goals were routinely met or exceeded</li> </ul> Skills: • Customer Service Management • Performance Management • Coaching • Customer and Client Focus • Talent Development • Risk Management • Sales Performance Management • Business Operations Management • Recruiting • Result Orientation • Referral Management • Leadership Development • Inclusive Leadership • Prioritization • Problem Solving Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC and Loan Originators. Shift:1st shift (United States of America) Hours Per Week: 40

Financial Center Assistant Manager - Slatten Ranch 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. 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! **This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.** 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. 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’s Degree such as business management, business administration or finance​ 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 Minimum Education Requirement: • High School Diploma / GED / Secondary School or equivalent The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Loan Originators Shift:1st shift (United States of America) Hours Per Week: 40

Relationship Banker - San Francisco West

Job Description: *****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. 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> *****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

Financial Solutions Advisor- Consumer Investments- Saratoga, Santa Cruz, Monterey Areas

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! Bank of America’s Experience Design (XD) team creates world-class end-to-end digital experiences that are intuitive, innovative, engaging and inclusive. We are a multi-disciplinary design organization with expertise across product design, user experience, conversational/AI design, creative direction, ux research and user testing, design program management, production design, content strategy, copywriting, and design technology. The team is constantly defining, iterating, solving problems, and working together to find ways all our digital platforms can empower customers to reach their financial goals by designing and delivering next-level experiences that provide ease, convenience and safety while matching to individual needs and preferences. Bank of America is looking for a Sr. Lead Experience Designer for an interdisciplinary product design team that delivers strategic and tactical solutions in support of the business-critical Consumer and Business Banking portfolio of work. A trusted advisor for Directors, senior leaders and the Experience Design team for highest quality execution across a complex portfolio of projects. Leader for team on vision, quality, execution, professionalism, and delivering on-time and on-budget. The role will shape the vision of experience strategies with deep domain knowledge and continuously craft new frameworks shifting teams from execution to strategy to influence leaders, peers, and stakeholders from across the organization and ensure roadmap projects are delivered with a high bar of adding to a culture of creativity, accountability, discourse, and measurable key results. As a Sr. Lead Experience Designer, you will: <ul> <li>Lead, design, optimize and deliver useful and elegant, best-in-class digital experiences and vision working from a multidisciplinary, holistic perspective from concept to execution and implementation </li> <li>Applying a broad range of product design capabilities across user experience and visual design to craft complete vision, product and experience solutions across domains, programs and lines of business. </li> <li>Trusted advisor to leaders and partners with a diverse set of program stakeholders and cross-functional teams – including product management and engineering – cultivate network required to drive decisions and vision. </li> <li>Serve as a high-level craft and delivery expert on complex work while collaborating with researchers, technologists, designers and delivery managers across the team. </li> <li>Autonomously lead multiple designers to develop and deliver advanced experience design deliverables across the discovery and accountable for delivery design workflow while providing oversight, including information architectures, user flows mapping user journey, wireframes, high fidelity designs, compositions, design specifications, redlines and prototypes. Deliver exemplary solutions while proactively implementing better practices and methods. </li> <li>Drive advanced analysis, clarity, synthesizing, assessing, providing focus and bringing decisive leadership amid ambiguity and guiding to best design approach. Operate at scale by seeking connecting patterns across projects and lines of business. </li> <li>Lead, conceptualize and design digital experiences across web, mobile web, and native apps (iOS and Android), utilizing evaluative testing to refine and enhance the customer journey. </li> <li>Lead, evaluate and benchmark existing product and service experiences, apply design expertise and heuristics and competitive insights and new frameworks to move discussions forward. </li> <li>Organize design critiques, formally mentor other designers, and manage multiple complex programs to drive timely, high-quality outcomes. </li> <li>Work on multiple complex programs or lines of business, managing time and expectations with stakeholders across the organization and XD, staying knowledgeable on project and product details. Drive timely, quality delivery by managing multiple projects and actively providing status updates to XD and partner management. </li> <li>Actively contribute to standards, reflect our design system patterns in work and champion best practices while setting visions on portfolio for innovative digital and technology experiences. </li> <li>Model of excellent visual, communication and storytelling skills. Demonstrate thought leadership by challenging the status-quo, present independently and navigate questions, conceive, pitch, execute creative ideas, patterns and standards. </li> </ul> Required Qualifications: <ul> <li>8+ years of industry design experience operating as an end-to-end multidisciplinary product designer, with strong capabilities across a range of design disciplines </li> <li>An outstanding portfolio that exemplifies excellence in experience design demonstrating end-to-end multidisciplinary product design. </li> <li>A strong track record leading the successful execution of large customer-facing digital experiences, multi-channel consumer-facing applications, responsive web, and websites, including complex, compliant and transactional systems. </li> <li>Expert in user-centered design principles, development of better practices, and rapid ideation processes like Lean UX, Design Sprints, and Agile. </li> <li>Ability to anticipate questions, lead and facilitate discussions and model ability to shift across portfolios and programs. </li> <li>Demonstrated success in influencing and advising executives and cross-functional teams to drive to decisions and resolutions with senior stakeholders and launch complex customer-facing digital products and programs. </li> <li>High level of proficiency in working with and contributing to design systems and adhering to brand guidelines, leveraging quantitative and qualitative data to inform and inspire design. </li> <li>Expert level proficiency with design tools, including Figma, Adobe suite, and Sketch. </li> <li>Exemplifies leadership in envisioning, problem-solving with a strong work ethic, showcasing reliability in issue resolution and time management with a focus on achieving results. </li> <li>Demonstrated ability to lead in collaborative settings, builds and nurtures strong relationships. </li> <li>Continuous learner with strong interest in, and aptitude for learning new design and technology skills </li> <li>Excellent communicator in written and verbal form; strong listening and presentation skills, ability to work well with executives, with proven ability to facilitate and influence. </li> <li>Adapts swiftly and positively to change, embodying curiosity, resilience and flexibility. </li> </ul> Desired Qualifications: <ul> <li>Bachelor’s degree in design with corresponding experience. </li> <li>Financial or similar industry experience preferred. </li> <li>Project management experience a plus.</li> </ul> <h3>For internal employees; participation in a work from home posture does not make you ineligible to post</h3> <h3>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.</h3> <h3>The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC</h3> Shift:1st shift (United States of America) Hours Per Week: 40

Sr. Lead Experience Designer - Bank of America Experience Design

Job Description: *****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. 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 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> *****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

Financial Solutions Advisor - Consumer Investments- Fairfield/Concord Area

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 serving as a specialized resource for Advisor teams who are interested in wealth planning services to address their high- and ultra-high net worth clients' trust, estate/wealth transfer, and financial planning needs. Key responsibilities include building relationships with Advisor teams, clients, prospects, and centers of influence, performing technical analyses of clients' estate and financial information, and developing planning strategies while focusing on the bank's ability to implement those strategies with clients' Advisors where appropriate. Responsibilities: <ul> <li>Leads the wealth planning engagement process with clients from start to finish</li> <li>Works with Wealth Strategy Specialists and/or Wealth Strategy Analysts to gather information, run analyses, and develop planning solutions based on these analyses</li> <li>Develops holistic, integrated planning strategies for clients with a focus on how Bank of America can help implement those strategies in concert with the clients’ advisors where appropriate</li> <li>Expands existing client relationships and assists Advisors in new business opportunities with high- or ultra-high net worth clients and prospects who are interested in wealth planning</li> <li>Demonstrates advanced technical knowledge across a broad range of wealth planning topics such as trust and estate planning, income and wealth transfer tax planning, investments, retirement planning and cash flow modeling, sale of business entities, and philanthropic planning</li> <li>Stays up-to-date with major developments in trust, estate/wealth transfer and financial planning, while following current and proposed tax legislation and understanding the impact on clients</li> <li>Builds a network with local centers of influence to create a business referral network of clients who would benefit from the bank's services</li> <li>Up to 10% Travel Expected</li> </ul> Key Qualifications: <ul> <li>Ability to gain client's respect and trust by listening to the client's goals and then building an effective and creative strategy for achieving those goals.</li> <li>Advanced understanding of a wide range of subject matters including income taxation, stock options, insurance, investments and cash flow modeling, business entities and business transitions.</li> <li>Advanced understanding of the transfer tax system and core tax savings strategies such as irrevocable trusts, SIDGTs, and GST trusts.</li> <li>Advanced understanding of charitable and non-charitable split interest trusts (CRTs, CLTS, GRATs, QPRTs).</li> <li>Expand existing client relationships, assist advisors in new sales, and represent the firm in the marketplace.</li> <li>Word, Excel, and PowerPoint.</li> <li>Various Wealth Strategy stochastic models and planning software such as WealthMaster.</li> </ul> Desired Qualifications: <ul> <li>Minimum 7 years of planning-related work experience desired</li> <li>JD, CPA, or CFP desired</li> <li>LLM, MST, MBA (or in progress) a plus</li> </ul> Skills: <ul> <li>Critical Thinking</li> <li>Oral Communications</li> <li>Presentation Skills</li> <li>Wealth Planning</li> <li>Written Communications</li> <li>Active Listening</li> <li>Business Development</li> <li>Collaboration</li> <li>Customer and Client Focus</li> <li>Networking</li> <li>Issue Management</li> <li>Prioritization</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Wealth Strategies Advisor

Job Description: The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. 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>Aptitude in obtaining required industry licenses. </li> <li>Must be self-disciplined in managing time and capacity.</li> <li>Experience in cultivating client relationships, accessing needs and recommending solutions.</li> <li>Success creating strong peer relationships through effective communication and collaboration.</li> <li>Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.</li> <li>Executes multiple tasks simultaneously. </li> <li>Learns and adapts to new technology or applications. </li> </ul> Desired Qualifications: <ul><li>Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience </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 Shift:1st shift (United States of America) Hours Per Week: 40

77 Jobs in Monterey, CA, USA