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 |
|---|---|---|
| Relationship Banker - Twin Rivers Financial Center Relationship Banker at Bank of America responsible for client engagement, assisting with self-service transactions, processing cash, and identifying client financial needs and solutions. Focuses on building relationships and driving client experience within a regulated financial environment. | — | 0 |
| Financial Center Manager - Suffolk, VA Area Manages a financial center, including employees, daily operations, client engagement, and business results. Focuses on fostering a client-centric and risk-aware culture, developing talent, and ensuring operational excellence. Requires leadership experience, strong client focus, problem-solving skills, and adherence to regulations. | — | 0 |
| Relationship Banker - Ocean-Monmouth Market - Spanish Required Relationship Banker role at Bank of America focused on client engagement, transaction processing, and connecting clients with financial solutions. Requires strong customer service, sales skills, and adherence to regulations. |
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| Financial Solutions Advisor Registration Candidate - Gage Park, IL This role is for a Financial Solutions Advisor Candidate at Bank of America. The primary focus is on obtaining securities industry licenses (SIE, Series 7, Series 66) and developing foundational skills in client relationship management, financial advice, and sales. The role progresses through stages, starting with licensing and training, then moving to working in a financial center to deliver banking and investment solutions. It emphasizes client-focused advice and collaboration with internal partners. The position requires SAFE Act registration. | — | 0 |
| Financial Solutions Advisor Registration Candidate - Northern California Market This role is for a Financial Solutions Advisor candidate at Bank of America. The primary focus is on obtaining Securities Industry licenses (SIE, Series 7, Series 66) and then developing foundational skills to manage client relationships, provide financial advice, and offer banking and investment solutions. The role progresses through stages of development, starting with training and potentially moving to a financial center or phone-based capacity. It requires adherence to regulatory requirements like the SAFE Act. | — | 0 |
| Financial Solutions Advisor Registration Candidate - Brentwood Financial Center This role is for a Financial Solutions Advisor candidate at Bank of America. The primary focus is on obtaining securities licenses (SIE, Series 7, Series 66) and developing foundational skills in client relationship management, financial advice, and solution delivery. The role progresses through defined stages within the financial advisory track. | — | 0 |
| Financial Solutions Advisor Registration Candidate - Manteca Financial Center This role is for a Financial Solutions Advisor candidate at Bank of America. The primary focus is on obtaining securities industry licenses (SIE, Series 7, Series 66) and then developing foundational skills in client relationship management, financial advice, and delivering banking and investment solutions. The role progresses through stages of development within financial centers, aiming to help clients achieve their financial goals. It is subject to SAFE Act registration requirements. | — | 0 |
| Relationship Banker - Framingham / Marlborough Area Relationship Banker role at Bank of America focused on client engagement, assisting with self-service banking technologies, processing transactions, and identifying client financial needs and solutions. The role emphasizes building relationships, operational excellence, and adhering to risk and regulatory guidelines. | — | 0 |
| Financial Solutions Advisor Registration Candidate- North Bay Market This role is for a Financial Solutions Advisor candidate at Bank of America, focusing on obtaining securities industry licenses (SIE, Series 7, Series 66) and developing foundational skills in client relationship management and financial advisory. The role progresses through stages, starting with licensing and training, then moving to a financial center to provide banking and investment solutions. It requires adherence to regulations like the SAFE Act and FDIC. | — | 0 |
| Business Solutions Advisor - Greater San Francisco Market, CA Area This role at Bank of America focuses on providing financial advice and guidance to clients, acquiring new clients, and deepening existing relationships. It involves recommending financial solutions, analyzing client needs, and managing client outreach and follow-up. The role requires demonstrated sales experience, strong communication and customer service skills, and the ability to build partnerships. | — | 0 |
| Financial Solutions Advisor Registration Candidate- Peninsula Market This role is for a Financial Solutions Advisor candidate at Bank of America. The primary focus is on obtaining Securities Industry licenses (SIE, Series 7, Series 66) and developing foundational skills to manage client relationships, provide financial advice, and offer banking and investment solutions. The role progresses through defined stages of development within financial centers. | — | 0 |
| Financial Solutions Advisor Registration Candidate- East Bay Market This role is for a Financial Solutions Advisor Candidate at Bank of America. The primary focus is on obtaining Securities Industry licenses (SIE, Series 7, Series 66) and then developing foundational skills in client relationship management, financial advice, and solution delivery. The role progresses through defined stages within the financial center environment, with opportunities for advancement. | — | 0 |
| Financial Solutions Advisor Registration Candidate- Silicon Valley Market This role is for a Financial Solutions Advisor Trainee at Bank of America. The primary focus is on obtaining securities industry licenses (SIE, Series 7, Series 66) and learning foundational skills to advise clients on banking, investment solutions, and financial planning. The role involves building and managing client relationships, understanding their financial needs, and providing tailored advice and solutions. It progresses through defined stages of development within financial centers, with a strong emphasis on client care and responsible growth. | — | 0 |
| Financial Solutions Advisor - Newcastle This role is for a Financial Solutions Advisor at Bank of America, focusing on providing comprehensive advice and customized financial solutions to clients to help them achieve their financial goals. Responsibilities include building financial plans, recommending brokerage and banking products, and triaging client needs. The role requires specific licenses (Series 7 & 66) and experience in the investments and financial service industries. | — | 0 |
| Financial Solutions Advisor Registration Candidate- CA Coastal Market This role is for a Financial Solutions Advisor Stage I at Bank of America, focusing on obtaining Securities Industry licenses (SIE, Series 7, Series 66) and developing foundational skills in client relationship management and financial advice. The role progresses through stages, with opportunities for advancement within the company. | — | 0 |
| Financial Solutions Advisor Registration Candidate- Gateway Cities Market- Bilingual Spanish Required This role is for a Financial Solutions Advisor candidate at Bank of America, focusing on obtaining securities industry licenses (SIE, Series 7, Series 66) and developing foundational skills to manage client relationships and provide financial advice. The role progresses through stages, starting with licensing and training, then moving to a financial center to deliver banking and investment solutions. It requires bilingual Spanish skills and adherence to regulations like the SAFE Act. | — | 0 |
| Financial Solutions Advisor Registration Candidate- Valley Crest Market This role is for a Financial Solutions Advisor candidate at Bank of America, focusing on obtaining Securities Industry licenses (SIE, Series 7, Series 66) and developing foundational skills in client relationship management and financial advice. The role progresses through stages, starting with licensing and training, then moving to a financial center to deliver banking and investment solutions. It requires adherence to regulations like FDIC, Safe Act, and FINRA. | — | 0 |
| Financial Solutions Advisor - Austin Area 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 building financial plans, recommending brokerage and investment products, and triaging client needs. It requires licensed professionals with experience in the investment and financial service industries. | — | 0 |
| Financial Solutions Advisor Registration Candidate - Silverdale Towne Centre This role focuses on providing financial advice and customized solutions to clients to help them achieve their financial goals. It involves building financial plans, 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 industry. | — | 0 |
| Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Oregon-Denali Merrill Offices This role is for a Financial Solutions Advisor Trainee at Bank of America's Merrill Wealth Management. The program focuses on training individuals to become licensed financial advisors, acquiring and managing client relationships, and providing comprehensive financial advice and solutions. It involves obtaining securities licenses (SIE, Series 7, Series 66) and learning foundational advisory skills, with a path to becoming a Merrill Financial Advisor. | — | 0 |
| Global Treasury Sales & Origination TSO This role is a Global Treasury Sales & Origination TSO at Bank of America, focused on delivering integrated treasury solutions to large corporate clients. Responsibilities include driving new client acquisition, expanding solution penetration, identifying sales opportunities, and collaborating with internal teams to develop customized solutions. The role requires expertise in Global Payment Solutions, Corporate Banking, Foreign Exchange, and Trade Finance, with a proven track record in client relationship management and business development. | — | 0 |
| Financial Solutions Advisor Registration Candidate - Eastern Long Island Market This role is for a Financial Solutions Advisor Candidate at Bank of America, focusing on providing clients with comprehensive advice and customized financial solutions to help them achieve their financial goals. Responsibilities include triaging leads, making referrals, and recommending banking and investment products. The role requires obtaining industry licenses and involves client relationship management and risk mitigation. It is a client-facing product role within the fintech domain. | — | 0 |
| Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Desert Mountain Merrill Office This role is for a Financial Solutions Advisor Trainee within Merrill Wealth Management, a division of Bank of America. The program focuses on training individuals to become licensed financial advisors, equipping them with foundational skills in client relationship management, financial planning, and offering investment products and services. The role is phone-based and involves identifying client needs, providing holistic financial advice, and aligning Merrill and Bank of America products. Successful completion of securities industry licenses (SIE, Series 7, Series 66) is a mandatory requirement. | — | 0 |
| Sr. Relationship Manager, Global Commercial Banking - Healthcare, Education, Not-for-Profit (Washington, DC) Senior Relationship Manager for Bank of America's Global Commercial Banking division, focusing on the Healthcare, Education, and Not-for-Profit sectors. The role involves managing a portfolio of clients, acquiring new business, providing financial advice, and collaborating with internal specialists to deliver tailored financial solutions. Requires strong sales, financial analysis, and relationship management skills, with a focus on driving profitable growth. | — | 0 |
| Financial Solutions Advisor Registration Candidate - Pioneer Valley Market This role focuses on providing financial advice and customized solutions to clients to help them achieve their financial goals. Responsibilities include triaging client leads, making referrals to business partners, and recommending financial products. The role requires obtaining industry licenses and may involve SAFE Act registration for residential mortgage loans. | — | 0 |
| Sr. Relationship Manager, Global Commercial Banking - Healthcare, Education, Not-for-Profit - Baltimore, MD Senior Relationship Manager for Global Commercial Banking, focusing on Healthcare, Education, and Not-for-Profit clients. Responsibilities include managing a portfolio, acquiring and deepening client relationships, providing financial advice, and collaborating with internal specialists to deliver solutions. Requires extensive experience in commercial lending and relationship management, with a proven track record in sales and financial analysis. Must obtain specific licenses within 180 days. | — | 0 |
| Financial Solutions Advisor Registration Candidate - Hyde Park, IL This role is for a Financial Solutions Advisor candidate at Bank of America. The primary focus is on obtaining securities licenses (SIE, Series 7, Series 66) and developing foundational skills in client relationship management, financial advice, and solution delivery. The role progresses through defined stages, starting with licensing and foundational training, and moving towards managing a client portfolio and delivering comprehensive financial advice. It involves client acquisition, needs assessment, and providing banking and investment solutions. The position requires SAFE Act registration. | — | 0 |
| Financial Solutions Advisor Registration Candidate - Lincoln and Peterson, IL This role is for a Financial Solutions Advisor candidate at Bank of America, focusing on obtaining securities licenses and developing foundational skills in client relationship management and financial advice. It involves learning to guide clients with solutions to help them achieve their financial goals, with progression opportunities within the company. | — | 0 |
| Financial Solutions Advisor Registration Candidate - La Grange, IL This role is for a Financial Solutions Advisor candidate at Bank of America. The primary focus is on obtaining Securities Industry licenses (SIE, Series 7, Series 66) and then developing foundational skills to acquire, build, and manage client relationships. The role involves guiding clients with advice and solutions to help them achieve their financial goals, and eventually working in a financial center to deliver core banking and investment solutions. The position is subject to SAFE Act registration requirements. | — | 0 |
| Financial Solutions Advisor Registration Candidate- Beverly West Market This role is for a Financial Solutions Advisor Candidate at Bank of America. The primary focus is on obtaining securities licenses (SIE, Series 7, Series 66) and developing foundational skills in client relationship management, financial advice, and solution delivery. The role progresses through stages, starting with training and licensing, then moving to a financial center to work with clients, and potentially advancing to a Stage II advisor role. It emphasizes client-focused financial guidance and building long-term relationships within a regulated environment. | — | 0 |
| Financial Solutions Advisor Registration Candidate - Canyon Plaza Financial Center This role is for a Financial Solutions Advisor candidate at Bank of America. The primary focus is on obtaining securities industry licenses (SIE, Series 7, Series 66) and then developing foundational skills in client relationship management, financial advice, and solution delivery. The role progresses through stages of development, starting in a financial center and potentially advancing to more senior advisor roles. It involves client acquisition, building, and managing relationships, and providing comprehensive financial advice. | — | 0 |
| Financial Solutions Advisor Registration Candidate- Tri-Valley Market This role is for a Financial Solutions Advisor candidate at Bank of America. The candidate will obtain Securities Industry licenses (SIE, Series 7, Series 66) and learn foundational skills to advise clients on their financial picture, offering banking and investment solutions. The role emphasizes building and managing client relationships, and requires registration under the SAFE Act. It is a developmental role with progression to Financial Solutions Advisor Stage II. | — | 0 |
| Financial Solutions Advisor - South Austin & North San Antonio Area This role is for a Financial Solutions Advisor at Bank of America, focusing on providing comprehensive financial advice and customized solutions to clients to help them achieve their financial goals. Responsibilities include building financial plans, recommending brokerage and investment products, triaging client leads, and making referrals to business partners. The role requires specific licenses (Series 7 & 66) and experience in the investments and financial services industry, with a strong emphasis on sales and client relationship management. | — | 0 |
| Relationship Manager - Bank of America Business Capital Relationship Manager for Bank of America Business Capital, focusing on Asset-Based Lending and Middle Market Financial Sponsor Group. Responsible for originating and delivering banking solutions, deepening client relationships, and collaborating across product teams. Requires commercial banking experience, analytical skills, and credit judgment. | — | 0 |
| Relationship Banker - Church Ave and Ocean Ave Financial Center - Bilingual Creole Required Relationship Banker role at Bank of America focused on client engagement, transaction processing, and connecting clients with financial solutions. Requires bilingual Creole skills and a focus on customer service and sales within a regulated financial environment. | — | 0 |
| Financial Solutions Advisor Registration Candidate - Sumter Highway This role is for a Financial Solutions Advisor Trainee at Bank of America. The primary focus is on obtaining securities licenses (SIE, Series 7, Series 66) and learning foundational skills to become a financial advisor. The role involves client acquisition, relationship management, and providing financial advice and solutions. It progresses through stages, starting with licensing and training, then moving to a financial center role, and potentially advancing to a Stage II advisor role. The position requires SAFE Act registration. | — | 0 |
| Financial Center Manager - Greensburg -Hempfield Square Financial Center - This role manages a financial center, focusing on daily operations, employee management, client experience, and business results within the financial services industry. It involves talent development, client engagement, operational efficiency, and risk management. | — | 0 |
| Wealth Planner (FP) This role at Merrill Wealth Management focuses on providing comprehensive financial planning solutions to clients. It involves identifying investment opportunities, analyzing data to create financial plans, and fostering internal relationships. The position requires knowledge of various financial planning areas like estate taxes, trusts, insurance, and investment management, and adherence to regulations like the SAFE Act. | — | 0 |
| Credit Advisor - Global Wealth & Investment Management This is a client-facing Credit Advisor role within Bank of America's Global Wealth & Investment Management division. The primary responsibilities include developing new credit relationships with strategic wealth clients, growing funded loan balances and revenue, managing existing credit portfolios, and educating financial advisors on credit solutions. The role requires strong credit skills, business development, and the ability to structure customized credit solutions for ultra-high-net-worth clients, while adhering to regulatory requirements and risk appetite. | — | 0 |
| Financial Solutions Advisor Registration Candidate - 150 Broadway This role is for a Financial Solutions Advisor candidate at Bank of America. The primary focus is on obtaining Securities Industry licenses (SIE, Series 7, Series 66) and developing foundational skills in client relationship management, financial advice, and solution delivery. The role progresses through stages, starting with training and potentially moving to a financial center or phone-based capacity, with opportunities for advancement within the company. | — | 0 |
| Financial Solutions Advisor - Tucson Area This role focuses 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 referring clients to business partners. It requires specific financial licenses and experience in the investments and financial service industries. | — | 0 |
| Financial Solutions Advisor - South San Antonio Area This role focuses on providing financial advice and customized solutions to clients to help them achieve their financial goals, recommending brokerage products, and building financial plans. It involves client interaction, risk management, and sales within the financial services industry. | — | 0 |
| Enterprise Lending Officer - San Jose This role at Bank of America focuses on providing Consumer Lending advice to new and existing clients, originating residential mortgage loans, and developing business through external networking. It requires a strong understanding of lending principles, credit guidelines, and mortgage processes, with adherence to federal and state regulations, including SAFE Act registration. | — | 0 |
| Financial Solutions Advisor - Windermere Financial Center - Bilingual in Mandarin / English Required This role is for a Financial Solutions Advisor at Bank of America. The primary responsibilities include providing financial advice, developing financial plans, recommending brokerage and banking products, and identifying new clients. The role requires specific licenses (Series 7 & 66) and experience in the investments and financial services industry, with a strong emphasis on client relationship management and risk mitigation within a regulated environment. | — | 0 |
| Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Sioux Falls, ND This role is for a Financial Solutions Advisor Trainee at Bank of America's Merrill Wealth Management. The program focuses on training individuals to become licensed financial advisors, equipping them with foundational skills in client relationship management, financial planning, and providing investment advice. The role involves obtaining securities licenses (SIE, Series 7, Series 66) and then working phone-based with clients to offer holistic financial advice, identify product solutions, and align Merrill and Bank of America offerings. The program emphasizes career development within wealth management, client engagement, and professional growth. | — | 0 |
| Financial Solutions Advisor Registration Candidate - 29 Broadway This role is for a Financial Solutions Advisor Candidate at Bank of America, focusing on client relationship management and providing financial advice and solutions. It involves obtaining securities industry licenses and progressing through defined stages of development within a financial center setting. The role is product-focused within the fintech domain and does not involve AI/ML development. | — | 0 |
| Market Financial Center Manager - Buffalo Market This role is for a Market Financial Center Manager at Bank of America, responsible for supporting a cluster of financial centers, managing business results, fostering a client-centric and risk culture, and driving operational excellence. It involves acting as a backup leader, managing client traffic, and overseeing market-level initiatives. Managerial responsibilities include fostering inclusion, data-driven decisions, risk management, people coaching, financial stewardship, talent development, and driving business outcomes. Requires leadership experience, customer service skills, financial acumen, risk management, and strong communication and organizational skills. | — | 0 |
| Relationship Banker This role is for a Relationship Banker at Bank of America. The primary responsibilities include assisting clients with self-service banking options, processing cash transactions, and engaging clients in conversations to understand their financial needs and connect them with relevant solutions. The role emphasizes building client relationships, adhering to processes and regulations, and driving the client experience. It requires strong communication, problem-solving, and sales skills, with a focus on results and client best interests. Experience in financial services and sales is desired. | — | 0 |
| Registered Wealth Management Client Associate Registered Wealth Management Client Associate at Bank of America (Merrill Wealth Management) providing client service support to Financial Advisors, educating clients on offerings, and managing client relationships. Requires FINRA SIE, Series 7, and Series 66 licenses. | — | 0 |
| Wealth Management Client Associate Client Associate role at Bank of America's Merrill Wealth Management, focusing on providing client service support to Financial Advisors, managing client relationships, and promoting bank offerings. Requires a client-centric mindset and ability to learn new technology platforms. Desired qualifications include FINRA licenses and industry knowledge. | — | 0 |