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CBRE

Procurement Manager - Onsite

LIS Sr Technician / Field Service Engineer

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 performing a variety of specialized functions across a team of Financial Advisors, such as business management, business development, wealth planning, investment management, or relationship management. Key responsibilities include providing quality client service, and operations support and executing problems where extensive analysis and evaluation is required. Job expectations include having knowledge of the Merrill Wealth Management business and supporting team members as needed. 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: • Provides quality client service and effective operations support by resolving client issues and analyzing data to address risk issues and trends • Escalates issues and provides resolution on complex inquiries, requests, and problems related to client concerns • Documents client interactions and provides team members with time sensitive updates • Attends client review meetings to capture notes, document in Salesforce, and tracks all actions/activities to ensure the highest level of client service is provided • Provides advice and assists with training for team members Skills: <ul> <li>Account Management</li> <li>Business Acumen</li> <li>Customer Service Management</li> <li>Client Management</li> <li>Portfolio Management</li> <li>Referral Identification</li> <li>Referral Management</li> <li>Relationship Building</li> <li>Administrative Services</li> <li>Process Simplification</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 37.5

Bank of America

Wealth Management Specialist

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: We are seeking an experienced Vice President to join our industry-leading Secondary Advisory Investment Banking team within our M&amp;A group. Bank of America’s Secondary Advisory team sits in the M&amp;A Group within Global Investment Banking and provides financial sponsor clients with bespoke solutions to actively manage their funds and investments. We advise on GP-led transactions including single- and multi-asset continuation vehicles, strip sales and tender offers. We engage with financial sponsors across the private equity, infrastructure, growth and venture capital spectrum, and also work closely with secondary investors and other alternative capital allocators. Responsibilities: <ul> <li>Actively engage in all aspects of GP-led Advisory transaction origination and execution.</li> <li>Act as a day-to-day client and investor point of contact with a focus on the GP-led Secondary Advisory space.</li> <li>Review, coordinate and own the analytical work of junior bankers to move marketing/execution processes forward.</li> <li>Refine marketing/execution materials for maximum client impact.</li> <li>Oversee the creation of M&amp;A models.</li> <li>Coordinate internally across products and countries as part of a global team, and with external parties on transactions (e.g., lawyers, accountants, counterparties).</li> <li>Lead diligence processes.</li> <li>Engage with Secondary investors.</li> <li>Identify and manage all risks related to each deal.</li> </ul> Required Qualifications: <ul> <li>5+ years of experience in GP-led Secondary Advisory, Mergers &amp; Acquisitions and/or Direct Investing.</li> <li>Very strong quantitative and analytical skills (including Excel modelling and valuation work).</li> <li>Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity.</li> <li>Ability to work well under pressure and manage teams to tight deadlines with the aptitude to synthesize large amounts of information.</li> <li>Adaptability, ability to manage projects independently and readiness to assume a high level of responsibility as a key member of a team.</li> <li>Ability to comfortably interact with clients and investors in a professional and mature manner.</li> <li>Excellent understanding of financial, legal, and reputational risks facing large integrated investment banks in today's environment.</li> <li>Experience in training junior bankers.</li> <li>Financial, Research and Business Analysis/Analytics.</li> <li>Risk Analytics/Management.</li> <li>Regulatory Compliance.</li> </ul> Desired Qualifications: <ul> <li>Bachelor’s degree, or equivalent degree</li> <li>Relevant work experience.</li> <li>MBA, or equivalent degree, preferred.</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Vice President - Investment Banking, M&A - Secondary Advisory

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! The Global Payment Operations (GPO) organization delivers global wire transfers and ACH payments for internal and external bank clients and supports end-to-end payment execution and investigations for transactions initiated through various channels. The team also provides sanctions screening on transactions for multiple products, in accordance with policies established by the Global Economic Sanctions Compliance team. Job Description: This job is responsible for being the first point of contact for Treasury clients submitting implementation of treasury, cash management, card, merchant and depository product requests via email channel, and phone. Key responsibilities include handling end-to-end processing for moderately complex implementations and ensuring engagement of internal business partners (e.g. Sales &amp; Relationship Managers, Product Managers, Compliance and Operations) as appropriate. Job expectations include working directly with the client to resolve implementation issues. Responsibilities: <ul> <li>Implements standard and common Treasury product packages for clients</li> <li>Monitors progress of implementation and end to end resolution as applicable</li> <li>Responds to implementation requests received by email and phone, and questions from internal partners or clients</li> <li>Conducts research using various bank systems to enable response to client questions and inquiries</li> <li>Responsible for creation and maintenance of accounts for Financial Institute Accounts on the Whole Banking System (WBS) </li> <li>Maintain the Database on our Wire Transfer System by keeping the Fed Broadcast, Swift Broadcast, Correspondent Bank Updates up to date</li> <li>Setup for Domestic accounts, New Accounts or Maintenance such as Debit Authorization, Repetitive, Standing Orders </li> <li>Research and resolution for various issues identified within the business unit</li> </ul> Required Qualifications: <ul> <li> Minimum of 6 months of experience with Wires and/or banking knowledge</li> <li> Excellent verbal and written communications skills</li> <li> Excellent time management and prioritizations skills, with ability to meet tight deadlines while ensuring data accuracy and integrity</li> <li> Documented experience performing in a process-oriented production environment that changes periodically</li> <li>Must be comfortable with navigating multiple systems simultaneously</li> <li> Proficient with MS Office Suite (Excel/Word/Outlook/Access)</li> <li> Work in a team environment and execute with minimal supervision</li> <li> Organize work, prioritize tasks and handle multiple assignments simultaneously </li> <li>Ability to adapt to change</li> <li> Overtime as required to support business needs</li> </ul> Desired Qualifications: <ul> <li> Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions.</li> <li> Excels in working among diverse viewpoints to determine the best path forward.</li> <li> Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner</li> <li> Commitment to challenging the status quo and promoting positive change.</li> <li> Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base.</li> <li> Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world </li> </ul> Skills: <ul> <li>Attention to Detail</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Account Management</li> <li>Adaptability</li> <li>Analytical Thinking</li> <li>Critical Thinking</li> <li>Active Listening</li> <li>Collaboration</li> <li>Problem Solving</li> <li>Stakeholder Management</li> <li>Written Communications</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Senior Fulfillment Specialist - Global Payment Operations

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for 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: <ul> <li>Executes the bank's risk culture and strives for operational excellence</li> <li>Builds relationships with clients to meet financial needs</li> <li>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</li> <li>Grows business knowledge and network by partnering with experts in small business, lending, and investments</li> <li>Manages financial center traffic, appointments, and outbound calls effectively</li> <li>Drives the client experience</li> <li>Manages cash responsibilities</li> </ul> Required Qualifications: <ul> <li>Bilingual Spanish Required (Fluent verbal and written)</li> <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 new and existing clients based on their needs</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>Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)</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>Efficiently manages time and capacity</li> <li>Focuses on results while acting in the best interest of the client</li> <li>Can be flexible to work weekends and/or extended hours as needed</li> </ul> Desired Qualifications: <ul> <li>Experience in financial services and knowledge of financial services industry, products and solutions</li> <li>One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals</li> <li>Six months of cash handling experience</li> <li>Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance​</li> </ul> Skills: <ul> <li>Adaptability</li> <li>Business Acumen</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Problem Solving</li> <li>Account Management</li> <li>Client Experience Branding</li> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Relationship Building</li> <li>Business Development</li> <li>Pipeline Management</li> <li>Prospecting</li> <li>Referral Identification</li> <li>Referral Management</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Relationship Banker - Wheaton 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. 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 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 Shift:1st shift (United States of America) Hours Per Week: 40

Relationship Banker - Warrington Financial Center - 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! **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 degree such as business management, business administration, or finance. • Bilingual Skills in Spanish 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 Shift:1st shift (United States of America) Hours Per Week: 40

Relationship Banker (Spanish Language Preferred)

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for developing and delivering complex requirements to accomplish business goals. Key responsibilities of the job include ensuring that software is developed to meet functional, non-functional and compliance requirements, and solutions are well designed with maintainability/ease of integration and testing built-in from the outset. Job expectations include a strong knowledge of development and testing practices common to the industry and design and architectural patterns. Responsibilities: <ul> <li>Codes solutions and unit test to deliver a requirement/story per the defined acceptance criteria and compliance requirements</li> <li>Designs, develops, and modifies architecture components, application interfaces, and solution enablers while ensuring principal architecture integrity is maintained</li> <li>Mentors other software engineers and coach team on Continuous Integration and Continuous Development (CI-CD) practices and automating tool stack</li> <li>Executes story refinement, definition of requirements, and estimating work necessary to realize a story through the delivery lifecycle</li> <li>Performs spike/proof of concept as necessary to mitigate risk or implement new ideas</li> <li>Automates manual release activities</li> <li>Designs, develops, and maintains automated test suites (integration, regression, performance)</li> </ul> Qualifications: <ul> <li>5+ years industry experience or equivalent skills in developing applications and services in an Agile, Scrum and Lean environment</li> <li>5+ years of hands-on software development experience in Java building large scale distributed enterprise platforms with focus on performance, scale, security, and reliability.</li> <li>Experience with front end development frameworks like Angular, React.</li> <li>Experience working with relational database like Oracle 19c , Microsoft SQL Server.</li> <li>Strong knowledge of design patterns and best practices in web services, full stack system architecture and system integration</li> <li>Experience with orchestration technologies, GIT and continuous integration (CI), continuous delivery (CD) pipelines</li> <li>Good understanding of object oriented principals, system design and diagraming, data structures and algorithms</li> <li>Experience in full system implementation lifecycle (analysis, design, build, test, implement and support)</li> </ul> Desired: <ul><li>10+ years of software development experience</li></ul> Skills: <ul> <li>Application Development</li> <li>Automation</li> <li>Influence</li> <li>Solution Design</li> <li>Technical Strategy Development</li> <li>Architecture</li> <li>Business Acumen</li> <li>DevOps Practices</li> <li>Result Orientation</li> <li>Solution Delivery Process</li> <li>Analytical Thinking</li> <li>Collaboration</li> <li>Data Management</li> <li>Risk Management</li> <li>Test Engineering</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Java Full Stack - Software Engineer III

Job Description: This job will be open and accepting applications for a minimum of seven days from the date it was posted. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. We’ll help you • Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. • Get training and one-on-one coaching from Academy managers who are invested in your success. • Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. • Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 &amp; 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired &amp; your Series 7 &amp; 66 within 120 Days - a requirement for the role. • Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. • Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. • Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. Required Qualifications: <ul> <li><h1>Aptitude in obtaining required industry licenses.</h1></li> <li><h1>Must be self-disciplined in managing time and capacity.</h1></li> <li><h1>Experience in cultivating client relationships, accessing needs and recommending solutions.</h1></li> <li><h1>Success creating strong peer relationships through effective communication and collaboration.</h1></li> <li><h1>Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.</h1></li> <li><h1>Executes multiple tasks simultaneously.</h1></li> <li><h1>Learns and adapts to new technology or applications.</h1></li> </ul> Desired Qualifications: <ul><li><h1>Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience</h1></li></ul> Skills: • Advisory • Account Management • Client Experience Branding • Customer and Client Focus • Oral Communications • Issue Management • Client Solutions Advisory • Pipeline Management • Active Listening • Attention to Detail • Risk Management • Policies, Procedures, and Guidelines • Client Management • Causation Analysis • Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Schedule: Monday-Friday, some Saturdays required. Shift:1st shift (United States of America) Hours Per Week: 40

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