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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. Role Specifics: This job is responsible for working with high-net worth clients in a Merrill branch 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. 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. 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; and FINRA. Responsibilities: <ul> <li>Learns how to provide tailored and personalized advice to clients through reviews and presentations, including partnering with management to assess financial goals and recommending investment advisory strategies</li> <li>Understands client solutions that are best suited for their financial needs, such as core Banking, and Investment and Life Priority™ solutions</li> <li>Shadows 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>Leverages available resources and technologies to optimize the customer experience and serve the bank's customers with operational excellence and accuracy</li> <li>Participates in on-going training focused on how to develop a book of business to meet and exceed pre-defined financial targets and determine how to progress to the next phase as an advisor</li> <li>Builds relationships with internal service providers based on client needs and asset thresholds</li> <li>Manages risk proactively in every aspect of business, product, and service transaction leveraging available tools</li> </ul> The Advisor Development Program (ADP) Journey: During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with 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. 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.</li> <li>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.</li> <li>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> Required Qualifications: <ul> <li>Currently holds FINRA Securities Industry Essentials (SIE)</li> <li>4+ years of progressive professional and/or military experience</li> <li>2+ years of experience in the investments industry</li> <li>Ability to obtain Series 7 and 66 licenses within allotted program time</li> <li>Is a self-starter who efficiently manages time and capacity</li> <li>Sets and accomplishes goals, achieving whatever one sets their 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>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>​Experience working in the financial service industry and/or a sales environment where goals were met or exceeded</li> <li>Strong computer skills and the ability to multitask in a demanding environment</li> <li>Bachelor's Degree, preferably in business-related field</li> <li>Proven ability to partner and promote lead generation</li> <li>Experience balancing investment management, sales activities and new client development</li> <li>Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)</li> <li>Obtained insurance licenses</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

Bank of America

Merrill Financial Solutions Advisor (Partially Licensed)- San Francisco Market

Merrill Financial Solutions Advisor (Partially Licensed)- Palo Alto 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. 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 - bilingual Cantonese required

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 Details: In Global Payments Solutions our purpose is to develop and deliver a robust set of payment solutions in support of our eight lines of business so consumers and businesses choose us for their financial transaction and cash management needs. Work with us at the confluence of responsible growth, risk management and exceptional client care as a critical part of the Contract Management team. The team closes contractual negotiations with Bank of America clients around the world as quickly and efficiently as possible, reducing time to revenue and minimizing legal costs, while protecting both the client relationship and BofA’s risk position. The Contract Manager serves as an internal “business consultant” regarding all contract matters and performs the most complex work associated with client contracting services for the organization. That work includes drafting, negotiating, reviewing and administering complex, high-value, multifaceted contracts, while working closely with business stakeholders and external clients. Responsibilities: <ul> <li>Apply experience, industry standards and knowledge of treasury management products, corporate formation documents, and Bank of America policies to address related credit, risk, compliance, legal, operational, and business issues with our clients in the United States and Latin America. The broader contract management team supports all GPS cash management business which includes trade services, card products, and deposit account control agreements.</li> <li>Draft, negotiate, review and administer complex, high-value, multifaceted contracts, working closely with business stakeholders and external clients.</li> <li>Facilitate communications among sales, implementation, product, operations, compliance, risk, credit officers, legal staff, and client managers to promptly resolve documentation issues</li> <li>Perform analytic, legal and business reviews of contractual language in contracts, schedules and amendments and develop general, special and operational provisions in contracts to ensure maximum benefit to the company and to limit risk.</li> <li>Apply strong verbal and written communications skills to represent Bank of America in negotiations and communications with clients, stakeholders and internal/external counsel at all levels of management.</li> <li>Conduct contract administration duties including contract request receipt, contract documentation, execution and record-keeping, ensuring the smooth flow of contract execution and administration.</li> <li>Develop strategies to resolve and manage potential problems on major contracts to effectively meet organizational goals and objectives.</li> <li>Assess and advise business personnel of contractual issues and business risks associated with contracts to eliminate unnecessary liability, ensure compliance and reduce legal entanglements.</li> <li>Serve as an expert resource, reinforcing, advising and instructing company personnel on corporate policy, compliance and legal requirements, documentation standards and options and procedures related to developing contractual arrangements.</li> </ul> Required Qualifications: <ul> <li>Strong communicators who value giving and receiving feedback, can easily build relationships and who are quick thinking, flexible and always learning and sharing knowledge</li> <li>Broad knowledge of and comfort working with complex legal documentation (contracts)</li> <li>Conduct negotiations effectively, balancing competing objectives to achieve optimal results</li> <li>Handle a full workload with tight deadlines and manage competing priorities</li> <li>Manage numerous competing, complex documentation assignments.</li> <li>Exercise sound judgment and independent decision-making, including knowing when to escalate contract matters and issues to managers and/or attorneys when appropriate.</li> <li>Maintain objectivity in balancing bank risk with client needs and satisfaction</li> <li>Reliability, discretion and ability to handle sensitive information and maintain confidentiality</li> </ul> Desired Qualifications: <ul> <li>Previous financial services industry experience in corporate or commercial banking</li> <li>Previous legal experience a plus</li> <li>Company legal structures, e.g., sole proprietorships, partnerships, limited partnerships, LLCs, corporations, trusts, etc. knowledge</li> <li>Transaction banking products experience</li> </ul> Minimum Educational Requirements: Undergraduate/graduate degree required with Juris Doctorate degree, paralegal/technical contract training or equivalent work experience preferred (minimum three years) Skills: <ul> <li>Analytical Skills</li> <li>Verbal Communication Skills</li> <li>Written Communications Skills</li> <li>Negotiation Skills</li> <li>Organizational Skills</li> <li>Prioritization Skills</li> <li>•Strong project management and process skills, able to</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Contract Manager I

AI Product Manager United States • Los Angeles, CA • San Francisco, CA • United States | Remote Product Management Remote • Hybrid Full-time <h2>About the Role</h2> We’re looking for a forward-thinking AI Product Manager to help us build the future of Linktree—one where AI doesn’t just support the experience, it is the experience. Linktree has always been about helping people express who they are and drive value from their audience. But we believe that in an AI-first world, the best version of Linktree builds itself. From onboarding to optimization, your job will be to make the entire experience smarter, faster, and more helpful—without the user needing to lift a finger. You’ll work closely with design, engineering, data science, and marketing to reimagine how creators, businesses, and brands get value from their Linktree—from day one and every day after. <h3> </h3> <h2>What You’ll Own</h2> <ul> <li> AI-First Onboarding: Lead the development of a “Generated Linktree” experience that uses public signals (e.g. links, bios, content, brand assets) to automatically generate an optimized Linktree tailored to a user’s goals. </li> <li> Automated Upkeep: Drive the roadmap for keeping Linktrees fresh—auto-updating with new content, broken link detection, changing priorities, or seasonal campaigns—without manual input. </li> <li> Insights to Action: Partner with growth and AI teams to translate analytics and behavioral data into smart suggestions, recommendations and automations that help users grow their audience or revenue. </li> <li> Internal Tooling: Identify AI opportunities to streamline internal workflows for content curation, support, or partner success. </li> <li> AI UX Patterns: Collaborate with design and research to shape the AI UX across surfaces: from in-product copilots to proactive nudges to fully autonomous agents. </li> <li> Privacy and Trust: Ensure the AI features you ship are safe, ethical, and clearly communicate how data is used. </li> </ul> <h2>Who We’re Looking For</h2> <ul> <li>4 years of product management experience, with 1-2 years focus on shipping AI-powered features or products.</li> <li>Shipped AI-powered products or features—whether LLM-based tools, recommendation engines, or intelligent automation.</li> <li>Think deeply about user intent and edge cases, and you know when to abstract complexity vs. expose it.</li> <li>Comfortable in ambiguity and enjoy building</li> <li> v0 to v1.</li> <li>Can work fluidly across go-to-market and platform teams, and can bridge user needs with technical capabilities.</li> <li>Passionate about helping creators and entrepreneurs succeed.</li> </ul> <h3>Bonus If You</h3> <ul> <li>Have experience with LLMs, agents, or prompt engineering.</li> <li>Have worked on AI copilots or assistant-like interfaces.</li> <li>Have product experience in low-code/no-code platforms, web tools, or marketing tech.</li> </ul> Linktree is committed to providing a competitive compensation package. Our cash compensation amount for this role is targeted at $180,000-$190,000 in the San Francisco Bay or Los Angeles area. Final offer amounts are determined by multiple factors including candidate expertise, the scope of role and level, and may vary from the amounts listed above. P.S. If you don’t tick every box in this ad, please don’t rule yourself out. We take pride in inclusion and hiring incredible human beings with great potential over ticking boxes – so if this role resonates with you, hit that apply button! <h2>Our Story</h2> We’re on a mission to empower anyone to curate, grow, and monetize their digital universe. We created the “link in bio” category — and we’re just getting started. From creators, artists, and entrepreneurs to global brands, we’re redefining how people connect with their communities, showcase their content and promote products — all in one link. Today, a community of 70+ million use Linktree, including icons like Adidas, TikTok, the UN Environmental Program, The NFL, Manchester United, World Central Kitchen, Sabrina Carpenter, Olivia Rodrigo, and Selena Gomez. With 48,000 new accounts created every day, Linktree is the fastest-growing leader in our space. We’ve teamed up with some of the world’s biggest platforms including TikTok, Snap, YouTube, GoFundMe, Spotify, Google, Stripe, Reddit, Laylo, and Kajabi, to unify Linkers’ digital spaces, and we partner with retail brands Amazon, Lululemon, Nike, Target, Sephora, Lululemon, and more to share products they love. We’re a tight-knit, passionate team building best-in-class tools that make online presence simple, powerful, and yours. If you're excited by the idea of shaping a new category, setting the standard, and making space for everyone to be seen and succeed, we’d love to meet you. <h2>Where and How We Work</h2> We're a global, diverse team spread across continents with offices in London, Los Angeles, Melbourne, and San Francisco. We work together flexibly and you can choose the setup that works best for you: fully remote or a hybrid mix of office and home. We offer autonomy in how you structure your days and weeks. While we’re mindful of time zones and occasionally collaborate outside the typical 9–5, we lean into async work to keep things flowing. Our culture is family-friendly and Zoom-casual where kids, pets, and delivery drivers are welcome. <h2> </h2> <h2>How we’ll help you thrive</h2> Our approach to benefits considers the whole person and the unique contributions they bring to Linktree. We want the experience at Linktree to be one that enables people to truly thrive so we can Go Further Together (one of our values). Some ways we support you: <ul> <li>An annual wellbeing allowance to use on things like (but not limited to) fitness memberships, development courses, childcare, travel, charitable donations, pet insurance, home office set-up - the choice is yours!</li> <li>100% coverage (and 80% for your dependents) of your monthly premiums for medical, dental, vision, disability and life insurance for US-based employees.</li> <li>Employer contribution towards your retirement.</li> <li>Generous time off for vacation, holidays, parental leave, volunteer time, and other categories.</li> <li>Employee stock option program - we want each and every employee to share in the company’s success.</li> </ul> At Linktree, we believe in promoting a culture that celebrates unique backgrounds, talents, and experiences, and we’re proud to be an equal opportunity workplace. We are creating an inclusive workplace where every individual feels valued, respected, and has equal opportunities to thrive. We aim to foster a diverse and inclusive environment where all team members have a sense of belonging. Linktree welcomes all people regardless of sex, gender identity, race, ethnicity, disability, pregnancy, age, or other lived experience. If you require accommodations to fully participate in our opportunities, please don't hesitate to reach us at <a href="mailto:talent@linktr.ee" target="_blank">talent@linktr.ee</a> – your needs are important to us. Ready to apply? Powered by <a href="https://www.gem.com" target="_blank"></a> First name * Last name * Email * LinkedIn URL Location * Resume * Click to upload or drag and drop here Preferred Name * Will you now or in the future require sponsorship from Linktree to work in the country this role is posted? * Yes No Are you open to working out of our LA or Bay Area office approx. 3x/week? * Which of the following AI technologies have you worked with in a product capacity? * Have you shipped an AI-powered feature or product? * Yes No If yes can you share more about the AI-powered feature or products you've shipped? * Voluntary Self-Identification To comply with government reporting requirements, we invite candidates to participate in the self-identification survey below. Your completion of this form is entirely optional, and your decision will neither influence the hiring process nor any subsequent stages. Any information you choose to share will be kept confidential and stored in a secure file. As outlined in our Equal Employment Opportunity policy, we uphold a commitment to non-discrimination based on any protected group status specified in applicable laws. Gender Race Race and ethnicity descriptions PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete. By applying you agree to Gem's <a href="https://www.gem.com/compliance/terms" target="_blank">terms</a> and <a href="https://www.gem.com/compliance/privacy" target="_blank">privacy policy</a>. Save your info to apply to other roles faster &amp; help employers reach you. Req ID: R2170

Linktree

AI Product Manager

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- Oakland/Richmond 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 providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise. Responsibilities: <ul> <li>Recommends financial advice and guidance that align with client financial goals and needs</li> <li>Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank</li> <li>Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities</li> <li>Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs</li> <li>Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs</li> <li> Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience</li> </ul> Required Qualifications: <ul> <li>Bilingual Spanish required</li> <li>Has demonstrated experience and proven success with business-to-business sales, or small business banking.</li> <li>Has strong communication skills with the ability to effectively influence clients.</li> <li>Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution.</li> <li>Has a proven sales track record.</li> <li>Is able to build productive partnerships and working relationships.</li> <li>Is experienced with outbound phone sales.</li> </ul> Desired Qualifications: ​ <ul> <li>Experience with financial information, spreadsheets and financial skills.</li> <li>Experience with in-person customer service and sales.</li> <li>Experience working with small business clients.</li> <li>Experience meeting or exceeding goals.</li> <li>A working knowledge of small business products and services.</li> <li>Bilingual skills.</li> </ul> Skills: <ul> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Customer and Client Focus</li> <li>Referral Identification</li> <li>Risk Management</li> <li>Client Experience Branding</li> <li>Credit Documentation Requirements</li> <li>Credit and Risk Assessment</li> <li>Pipeline Management</li> <li>Referral Management</li> <li>Attention to Detail</li> <li>Collaboration</li> <li>Issue Management</li> <li>Prospecting</li> <li>Relationship Building</li> </ul> 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 Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Business Solutions Advisor -  Concord Main Financial Center - Bilingual Spanish Required

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. **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.** 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​ • Spanish language 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 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 Originator Shift:1st shift (United States of America) Hours Per Week: 40

Relationship Banker - Vallejo area

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve.Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top CompaniesCertified as a Great Place to Work®Fortune Best Workplaces in Financial Services &amp; InsuranceRegional General Adjuster, Field - Large Loss Property (Sacramento, CA) As an adjuster at Sedgwick, you’ll have the opportunity to take on new challenges and help solve complex problems. <ul> <li>Enjoy flexibility and autonomy in your daily work and your career path. </li> <li>Must reside in the greater Sacramento area -Sacramento/Roseville/Elk Grove. This role is home based with travel for field work.</li> <li>Be a part of a rapidly growing, industry-leading global company known for its excellence and customer service. </li> <li>Leverage Sedgwick’s broad, global network of experts to both learn from and to share your insights. </li> </ul> PRIMARY PURPOSE: To handle losses or claims regionally unassisted up to $10M, including having the ability to address most complex adjustment issues pertaining to damages and coverage; to assist on even larger losses and manage smaller and non-complex National Accounts. ESSENTIAL FUNCTIONS and RESPONSIBILITIES <ul> <li>Examines claim forms and other records to determine insurance coverage.</li> <li>Administers and reconciles complex catastrophic claims for property.</li> <li>Interviews, telephones, or corresponds with claimant and witnesses regarding claim.</li> <li>Consults police and hospital records; and inspects property damage to determine extent of company's liability and varying methods of investigation according to type of insurance.</li> <li>Estimates cost of repair, replacement, or compensation.</li> <li>Prepares report of findings and negotiates settlement with claimant.</li> <li>Recommends litigation by legal department when settlement cannot be negotiated.</li> <li>Attends litigation hearings.</li> <li>Revises case reserves in assigned claims files to cover probable costs.</li> <li>Prepares loss experience reports to help determine profitability and calculates adequate future rates.</li> <li>Interacts with excess carrier to determine coverages, excess insurance levels, and potential reimbursements.</li> </ul> ADDITIONAL FUNCTIONS and RESPONSIBILITIES <ul> <li>Performs other duties as assigned.</li> <li>Travels as required.</li> </ul> QUALIFICATIONS Education &amp; Licensing Bachelor's degree from an accredited college or university preferred. Must have earned the IIA-AIC designation and be actively pursuing another professional insurance designation. Appropriate state adjuster license is required. Experience Five (5) years of related experience or equivalent combination of education and experience required. Skills &amp; Knowledge <ul> <li>Strong oral and written communication, including presentation skills</li> <li>PC literate, including Microsoft Office products</li> <li>Strong customer service skills</li> <li>Attention to detail and accuracy</li> <li>Good time management and organizational skills</li> <li>Ability to work independently or in a team environment</li> <li>Ability to meet or exceed Performance Competencies</li> </ul> WORK ENVIRONMENT When applicable and appropriate, consideration will be given to reasonable accommodations. Mental: Clear and conceptual thinking ability; excellent judgment and discretion; ability to handle work-related stress; ability to handle multiple priorities simultaneously; and ability to meet deadlines Physical: <ul> <li>Must be able to stand and/or walk for long periods of time.</li> <li>Must be able to kneel, squat or bend.</li> <li>Must be able to work outdoors in hot and/or cold weather conditions.</li> <li>Have the ability to climb, crawl, stoop, kneel, reaching/working overhead</li> <li>Be able to lift/carry up to 50 pounds</li> <li>Be able to push/pull up to 100 pounds</li> <li>Be able to drive up to 4 hours per day.</li> <li>Must have continual use of manual dexterity</li> </ul> Auditory/Visual: Hearing, vision and talking As required by law, Sedgwick provides a reasonable range of compensation for roles that may be hired in jurisdictions requiring pay transparency in job postings. Actual compensation is influenced by a wide range of factors including but not limited to skill set, level of experience, and cost of specific location. For the jurisdiction noted in this job posting only, the range of starting pay for this role is $99,000 - $129,000 USD annual salary. Commission eligible position. A comprehensive benefits package is offered including but not limited to, medical, dental, vision, 401k and matching, PTO, disability and life insurance, employee assistance, flexible spending or health savings account, and other additional voluntary benefits. The statements contained in this document are intended to describe the general nature and level of work being performed by a colleague assigned to this description. They are not intended to constitute a comprehensive list of functions, duties, or local variances. Management retains the discretion to add or to change the duties of the position at any time. Sedgwick is an Equal Opportunity Employer and a Drug-Free Workplace.<h2>If you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, consider applying for it anyway! Sedgwick is building a diverse, equitable, and inclusive workplace and recognizes that each person possesses a unique combination of skills, knowledge, and experience. You may be just the right candidate for this or other roles. </h2>

Sedgwick Claims Management Services

Regional General Adjuster, Field - Large Loss Property (Sacramento, CA)

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

92 Jobs in Oakland, CA, USA