Currently tracking 14 active AI roles, up 75% versus the prior 4 weeks. Primary focus: Agent · Engineering. Salary range $105k–$225k (avg $192k).
| Title | Stage | AI score |
|---|---|---|
| Financial Solutions Advisor - Registered Candidate - Venice Pines This role is for a Financial Solutions Advisor candidate at Bank of America, focusing on acquiring necessary registrations (Series 7 & 66) and training to provide comprehensive financial advice and customized solutions to clients. Responsibilities include conducting client reviews, recommending investment products, triaging leads, and referring clients to appropriate internal services. The role bridges banking and brokerage, requiring awareness of both core banking and investment solutions. | — | 0 |
| Wealth Management Client Associate (FP) Client Associate role at Bank of America supporting Financial Advisors by providing client service, managing relationships, and ensuring operational excellence. Focuses on client needs, promoting bank offerings, and adhering to policies and procedures. | — | 0 |
| Financial Solutions Advisor - Ft Myers-Naples Market This role is for a Financial Solutions Advisor at Bank of America, focusing on providing clients with financial advice and customized solutions to meet their financial goals. Responsibilities include client consultations, financial planning, recommending brokerage products, and making referrals to business partners. The role requires specific licenses (Series 7 & 66) and experience in the investments and financial service industries. |
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| Financial Solutions Advisor - Ft Myers-Naples Market This role is a Financial Solutions Advisor at Bank of America, focusing on providing financial advice and customized solutions to clients to help them achieve their financial goals. Responsibilities include client consultations, financial planning, recommending brokerage and investment products, and making referrals to business partners. The role requires specific licenses (Series 7 & 66) and experience in the investments and financial service industries. | — | 0 |
| Financial Solutions Advisor - Center Gate This role provides comprehensive advice and customized financial solutions to clients, helping them achieve their financial goals. Responsibilities include triaging client leads, making referrals, building financial plans, and recommending brokerage and banking products. The position requires specific licenses (Series 7 & 66) and experience in the investments and financial service industries. | — | 0 |
| Financial Solutions Advisor - Center Gate This role is for a Financial Solutions Advisor at Bank of America. The primary responsibilities include providing comprehensive advice and customized financial solutions to clients, building financial plans, recommending brokerage and banking products, and triaging client leads. The role requires licensed professionals with experience in the investments and financial services industry, focusing on client relationship management and risk mitigation. | — | 0 |
| Relationship Banker This role focuses on client engagement within a financial center, assisting with transactions, educating clients on self-service resources, and identifying financial solutions to meet their goals. It involves relationship building, sales, and adhering to banking regulations. | — | 0 |
| Relationship Banker Relationship Banker at Bank of America responsible for engaging clients, assisting with transactions, and connecting them to financial solutions. This role focuses on building client relationships, understanding their financial needs, and driving sales within a financial center environment. | — | 0 |
| AML Refresh - Operations Professional MKTS This role focuses on Anti-Money Laundering (AML) and Know Your Customer (KYC) due diligence within Global Markets Operations at Bank of America. Responsibilities include conducting client due diligence, reviewing refresh requirements, liaising with sales teams, performing client refreshes, and ensuring adherence to jurisdictional regulatory requirements. The role requires financial services experience, with a specific emphasis on AML/KYC, strong business acumen for documentation review, and the ability to work in a process-oriented production environment. | — | 0 |
| Registered Wealth Management Client Associate Registered Wealth Management Client Associate at Bank of America (Merrill Wealth Management) providing operational and sales support to Financial Advisors, managing client servicing requests, and leading client digital experience. Requires Series 7 & 66 or 63/65 licenses. | — | 0 |
| AML Refresh - Operations Professional MKTS This role supports Anti-Money Laundering (AML) and Know Your Customer/Client Due Diligence (KYC/CDD) operations within Global Markets. Responsibilities include conducting client due diligence, reviewing documentation, liaising with sales teams, performing client refreshes, and ensuring adherence to jurisdictional regulatory requirements. The role requires financial services experience, with a focus on AML/KYC, strong business acumen, and proficiency in MS Office. | — | 0 |
| Relationship Banker This role focuses on client engagement within a financial institution, assisting with transactions, understanding client financial needs, and connecting them to relevant financial solutions. It emphasizes relationship building, operational excellence, and adherence to regulations. | — | 0 |
| Financial Solutions Advisor - Broward County This role at Bank of America focuses on providing financial advice and customized solutions to clients to help them achieve their financial goals. Responsibilities include triaging leads, making referrals, meeting with clients to review financial and investment goals, building financial plans, and recommending brokerage and banking products. The role requires adherence to SAFE Act registration and involves risk mitigation and client relationship management. | — | 0 |
| Financial Solutions Advisor - Pinellas County Market This role is for a Financial Solutions Advisor at Bank of America. The primary responsibilities include providing financial advice, building financial plans, recommending brokerage and banking products, and managing client relationships to help them achieve their financial goals. The role requires specific licenses (Series 7 & 66) and experience in the investment and financial service industries. | — | 0 |
| Software Engineer II Software Engineer II at Bank of America responsible for developing and delivering complex requirements, coding solutions, unit testing, and ensuring successful integration into the overall application/system. The role involves CI/CD activities, story refinement, and contributing to test suites. | — | 0 |
| Financial Solutions Advisor II- Consumer Investments-Alpharetta market This role is a Financial Solutions Advisor at Bank of America, focused on providing financial advice and customized solutions to clients to help them achieve their financial goals. Responsibilities include building financial plans, recommending brokerage products, and identifying new clients. It requires specific licenses (Series 7 & 66) and experience in the investments and financial service industries. | — | 0 |
| Software Engineer II Software Engineer II at Bank of America responsible for developing and delivering complex software requirements, coding solutions, unit testing, and ensuring successful integration into the overall application/system. The role involves CI-CD activities, story refinement, and contributing to test suites. | — | 0 |
| Financial Solutions Advisor - Participant Services This role is for a Financial Solutions Advisor at Bank of America's Merrill Participant Services. The advisor will engage with participants to provide education and guidance on financial goals, investments, and retirement planning. Responsibilities include building financial plans, recommending brokerage products, and collaborating with business partners. The role requires Series 7 and 66 licenses and involves client relationship management within a contact center environment. | — | 0 |
| Merrill Market Client Relationship Manager This role is a Market Client Relationship Manager at Merrill Wealth Management (Bank of America) responsible for leading service delivery, digital offerings, and wealth management banking strategy within a market. It involves managing client associates, service staff, and branch operations, driving business growth, hiring and developing teams, and ensuring exceptional client service while managing risks. The role also includes managerial responsibilities focused on process, risk, people management, and financial stewardship. | — | 0 |
| Merrill Market Client Relationship Manager This role is for a Market Client Relationship Manager at Merrill Wealth Management (Bank of America). The primary focus is on leading service delivery, managing client relationships, and driving business growth within a market. Responsibilities include overseeing branch operations, managing staff, ensuring compliance with regulations, and partnering with financial advisors to deliver a digital-first service model. The role emphasizes client service, operational excellence, and risk management within the financial services industry. | — | 0 |
| Relationship Banker- Spanish Preferred This role is a Relationship Banker at Bank of America, focused on client engagement, assisting with self-service banking transactions, and identifying client financial needs to connect them with appropriate solutions. It involves processing cash transactions, building client relationships, and adhering to bank processes and regulations. | — | 0 |
| Senior Banker This role serves as the primary point of contact for financial center clients, focusing on identifying and addressing their personal and small business banking needs. Responsibilities include offering solutions, connecting clients to specialists, supporting transactional activities, and deepening client relationships through platform services and proactive outreach. The role requires adherence to processes, laws, and regulatory requirements, with an emphasis on client care and operational excellence. | — | 0 |
| Senior Banker This role is for a Senior Banker at Bank of America, focusing on client relationship management, sales, and providing financial solutions. It involves serving as the primary point of contact for clients, uncovering their banking needs, offering appropriate solutions, and connecting them to specialists. Responsibilities include deepening client relationships, assisting with transactions, providing exceptional client care, and conducting proactive client outreach. The role requires sales experience, strong communication and problem-solving skills, and adherence to regulatory requirements. | — | 0 |
| Financial Center Manager - Pennsylvania Avenue Financial Center Manages a financial center, including daily operations, employee management, client engagement, and driving business results. Focuses on fostering a client-centric and risk-aware culture, developing talent, and ensuring operational excellence. | — | 0 |
| Financial Center Manager - Pennsylvania Avenue Financial Center This role manages a financial center, focusing on daily operations, employee management, client experience, and achieving business results within the financial services industry. It involves talent development, client engagement, operational excellence, and risk management. | — | 0 |
| Private Client Advisor II This role at Bank of America focuses on acquiring new clients, deepening relationships, and achieving business development goals within private banking. It involves leading the client management process, partnering across the enterprise, and ensuring client retention. The position requires significant experience in private banking or complex financial services, a strong client-focused approach, and the ability to influence and close business. It also requires specific financial licenses (Series 7, 63, 65/66) and adherence to SAFE Act registration requirements. | — | 0 |
| Private Client Advisor II This role at Bank of America focuses on acquiring new clients, deepening existing relationships, and achieving business development goals within private banking. It involves leading the client management process, partnering across the enterprise to deliver a branded client experience, and ensuring client retention. The position requires significant experience in private banking or complex financial services, a strong understanding of client needs, and the ability to advocate for clients as a trusted advisor. | — | 0 |
| Quantitative Operations Associate – Volume & Capacity Modeler-Global Operations Develops quantitative/analytic models and applications for risk management, focusing on operations/data management policies and strategies. The role involves developing and maintaining strategic volume forecasting and capacity planning models to optimize staffing levels, and ensuring models adhere to Model Risk Management (MRM) standards. Requires experience in time-series forecasting, capacity planning, simulation modeling, and/or operations research. | — | 0 |
| Consumer Investments Registered Team Manager Registered Team Manager for Consumer Investments at Bank of America, leading a team of Senior Investment Specialists and Financial Service Representatives to provide exceptional client service. Responsibilities include coaching, managing daily operations, ensuring compliance, and resolving escalated client issues within the financial services industry. | — | 0 |
| Consumer Investments Registered Team Manager Registered Team Manager for Consumer Investments at Bank of America, leading a team of Senior Investment Specialists and Financial Service Representatives to provide exceptional client service, manage daily operations, and ensure compliance with regulatory standards. Requires Series 7, 66, 9/10 licenses. | — | 0 |
| Relationship Banker- San Juan Corners Financial Center- Spanish Language Required This role focuses on client engagement, transaction processing, and relationship building within a financial center, aiming to understand and meet clients' financial needs and goals. It emphasizes operational excellence, adherence to regulations, and business development through expert partnerships. | — | 0 |
| Private Client Advisor II This role at Bank of America focuses on acquiring new clients, deepening existing relationships, and achieving business development goals within the private banking sector. It involves leading the client management process, partnering across the enterprise to deliver a branded client experience, and ensuring client retention. The position requires a strong understanding of client needs and the ability to provide integrated recommendations across various financial services. | — | 0 |
| Financial Solutions Advisor - Consumer Investments - Elmhurst South, IL This role is for a Financial Solutions Advisor at Bank of America, focusing on helping clients achieve their financial goals through customized advice and solutions. Responsibilities include building financial plans, recommending brokerage and banking products, and triaging client needs. It requires specific licenses (Series 7 & 66) and experience in the investments and financial service industries. | — | 0 |
| Merrill Market Supervision Manager This role supports Merrill Wealth Management Market Executives by managing delegated compliance, administrative, and business functions. The Market Supervision Manager influences Financial Advisor business practices to minimize regulatory, financial, and reputational risks, ensuring adherence to firm and regulatory requirements. Key responsibilities include monitoring advisor and client activity, coaching advisors on company strategy, and managing risk associated with business growth initiatives. The role requires strong analytical, leadership, and risk management skills, along with specific financial licenses. | — | 0 |
| Private Client Advisor II This role is for a Private Client Advisor at Bank of America, focusing on acquiring new clients, deepening existing relationships, and achieving business development goals within the private banking sector. It involves leading the Client Management Process, partnering across the enterprise, and ensuring client retention. The position requires significant experience in private banking or financial services, strong sales and negotiation skills, and relevant licenses (Series 7, 63/66). The role is subject to SAFE Act registration requirements. | — | 0 |
| Senior Banker This role is for a Senior Banker at Bank of America, focusing on client relationship management, offering financial solutions, and driving sales within a financial center. It involves serving as a primary point of contact for clients, uncovering their banking needs, and connecting them with specialists. The position requires sales experience, strong communication, and adherence to regulatory requirements. | — | 0 |
| Merrill Financial Solutions Advisor - Chicago Metro Market This role at Merrill Wealth Management focuses on providing comprehensive wealth management and investment products and services to high-net-worth clients. The Financial Solutions Advisor will identify client needs, develop relationships, review investment goals, and prepare investment recommendations. Key responsibilities include leveraging technology for business growth, building a sustainable book of business, and partnering with financial advisor teams. The role requires SAFE Act registration and involves client profiling, developing tailored advice, and communicating financial solutions. It is part of an Advisor Development Program designed to train and guide individuals to become successful financial advisors. | — | 0 |
| Relationship Banker This role is a Relationship Banker at Bank of America, focused on client engagement, assisting with self-service banking, processing transactions, and identifying client financial needs and solutions. It requires strong interpersonal, sales, and problem-solving skills, with a focus on customer service and adherence to regulations. | — | 0 |
| Registered Wealth Management Client Associate Client Associate for Merrill Wealth Management, supporting Financial Advisors by providing client service, managing relationships, and ensuring operational excellence. Requires FINRA licenses and industry knowledge. | — | 0 |
| Relationship Banker - Washington, DC Market - Bilingual in English/Spanish Required Relationship Banker role at Bank of America focused on client engagement, transaction processing, and connecting clients with financial solutions. Requires strong communication, sales, and problem-solving skills, with bilingual English/Spanish proficiency as a mandatory requirement. The role emphasizes building client relationships and driving the client experience within a regulated financial environment. | — | 0 |
| Relationship Banker Relationship Banker role at Bank of America focused on client engagement, assisting with self-service transactions, and connecting clients with financial solutions to meet their goals. Requires strong communication, problem-solving, and sales skills, with a focus on responsible growth and client financial well-being. | — | 0 |
| Registered Wealth Management Client Associate Client Associate role at Merrill Wealth Management, supporting Financial Advisors by providing client service, managing relationships, and ensuring operational excellence. Requires FINRA licenses and industry knowledge. | — | 0 |
| Financial Solutions Advisor - Consumer Investments - Elmhurst South, IL This role is for a Financial Solutions Advisor at Bank of America, focusing on providing clients with comprehensive advice and customized financial and investment solutions. Responsibilities include building financial plans, recommending brokerage products, and triaging client needs. The role requires specific licenses (Series 7 & 66) and experience in the investments and financial service industries. | — | 0 |
| Private Client Advisor II This role is responsible for acquiring new clients, deepening client relationships, and achieving business development goals within Bank of America's Private Bank. It involves leading the Client Management Process, partnering across the enterprise to deliver a Branded Client Experience, and ensuring client retention. The position requires adherence to SAFE Act registration requirements. | — | 0 |
| Financial Solutions Advisor Stage I-Registration Candidate–Consumer Investments - Downtown Chicago, IL This role is for a Financial Solutions Advisor Stage I at Bank of America, focusing on client relationship management and providing financial advice and solutions. It involves obtaining securities licenses and progressing through a defined career path within the company's financial centers. | — | 0 |
| Financial Solutions Advisor Stage I-Registration Candidate–Consumer Investments - Downtown Chicago, IL This role is for a Financial Solutions Advisor Stage I at Bank of America, focusing on client relationships and financial advice within the consumer investments sector. It involves obtaining securities licenses (SIE, Series 7, Series 66) and learning foundational skills to manage client portfolios and deliver banking and investment solutions. The role emphasizes client care, consultative approaches, and collaboration with internal partners. It is a regulated position requiring SAFE Act registration. | — | 0 |
| Relationship Banker-Northwest San Antonio Market Relationship Banker role at Bank of America focused on client engagement, transaction processing, and connecting clients with financial solutions to meet their goals. Emphasizes building relationships, operational excellence, and adhering to risk and regulatory guidelines. | — | 0 |
| Wealth Management Fraud & Claims - Sr. Fraud Analyst This role is responsible for handling complex and escalated customer situations regarding possible fraudulent account activity within Wealth Management. Key responsibilities include researching and resolving fraudulent activity, providing service support, and delivering innovative solutions to clients while focusing on retention and re-establishing client confidence. The role involves handling various claim types across different banking products and collaborating with fraud strategy partners on controlled tests and simulations. | — | 0 |
| Market Financial Center Manager Market Financial Center Manager at Bank of America responsible for supporting a cluster of financial centers, managing as a business owner, fostering a team environment, and instilling a client-centric and risk culture. Drives operational excellence and ensures financial centers run effectively. | — | 0 |
| Market Financial Center Manager Market Financial Center Manager at Bank of America responsible for supporting a cluster of financial centers, managing business operations, client traffic, and fostering a client-centric and risk culture. | — | 0 |