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 - Eastern Shore/ Salisbury area Market This role is for a Financial Solutions Advisor at Bank of America, focusing on providing comprehensive advice and customized financial solutions to clients. Responsibilities include building financial plans, recommending brokerage and banking products, and identifying new clients. The role requires specific licenses (Series 7 and 66) and experience in the investments and financial service industries. It also involves compliance with SAFE Act registration requirements for mortgage loan originations. | — | 0 |
| Relationship Banker - Salem Financial Center Relationship Banker at Bank of America responsible for client engagement, transaction processing, and identifying financial solutions to meet client needs, while adhering to bank policies and regulations. | — | 0 |
| Credit Solutions Advisor - Flatiron This role is for a Credit Solutions Advisor at Bank of America, focusing on originating loans for clients with residential mortgage needs. Responsibilities include offering First Mortgage, HELOC, Auto Loans, Credit Cards, and Core Banking products, balancing sales performance with operational risk and client relationship management. The role requires SAFE Act registration and adherence to federal and state compliance policies. |
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| Financial Solutions Advisor - Washington DC Market This role is for 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 building financial plans, recommending brokerage and banking products, and triaging client leads. The role requires specific licenses (Series 7 and 66) and experience in the investments and financial service industries. It involves client relationship management, risk mitigation, and sales. | — | 0 |
| Relationship Banker - Hampton Roads Market - Bilingual Spanish Required Relationship Banker role focused on client engagement, transaction processing, and connecting clients with financial solutions. Requires bilingual Spanish fluency and experience in financial services. | — | 0 |
| Relationship Banker - Nh Central - North Essex Market Relationship Banker role at Bank of America focused on client engagement, transaction processing, and connecting clients with financial solutions. This is a customer-facing role within the financial services industry. | — | 0 |
| Relationship Manager - EGP (FP) Relationship Manager for Merrill Wealth Management at Bank of America, focusing on supporting Financial Advisors to develop and enhance client relationships. Responsibilities include client service, supporting investment strategy discussions, and managing client onboarding and escalations. Requires specific financial licenses (Series 7, 66 or 63/65) and SAFE Act registration. | — | 0 |
| Business Banking Relationship Manager (Small Business) This role focuses on providing financial solutions and managing relationships for small businesses, driving sales, and identifying opportunities. It involves understanding financial statements, credit, and digital capabilities to meet client goals within the fintech domain. | — | 0 |
| Relationship Banker - North Royalton Financial Center Relationship Banker at Bank of America responsible for assisting clients with transactions, educating them on self-service options, and identifying their financial needs to connect them with relevant solutions. This role focuses on client relationship building and sales within a regulated financial environment. | — | 0 |
| Registered Wealth Management Client Associate - McKinney, TX Registered Wealth Management Client Associate at Bank of America (Merrill Wealth Management) responsible for providing client service support to Financial Advisors, educating clients on bank offerings, ensuring accuracy in client materials, and identifying client needs to deepen relationships. Requires FINRA SIE, Series 7, and Series 66 licenses. | — | 0 |
| Wealth Management Client Associate - McKinney, TX Client Associate role at Bank of America's Merrill Wealth Management, providing client service support to Financial Advisors, managing client relationships, and promoting the bank's offerings. Focuses on operational excellence, risk management, and client advocacy within a regulated financial environment. | — | 0 |
| Credit Solutions Advisor - Palo Alto Main This role provides specialized and personalized advice to financial center clients regarding borrowing and banking offerings, aiming to help them achieve their financial goals. It involves acquiring new and deepening existing client relationships through customized solutions, balancing sales performance with operational risk and client care. The position requires SAFE Act registration for mortgage origination. | — | 0 |
| Merrill Lending Solutions Advisor II Client-facing role at Bank of America focused on driving adoption of lending solutions within Merrill Wealth Management, targeting Ultra High Net Worth clients. Responsibilities include early-stage lending conversations, partnering with credit advisors for deal structuring and execution, and managing credit activities including underwriting and risk analysis for a significant portfolio. | — | 0 |
| Merrill Advisor Development Program - Financial Advisor: Greater Arizona Market This role is for a Financial Advisor within Merrill Wealth Management at Bank of America. The primary focus is on client relationship management, identifying financial needs, developing comprehensive recommendations for investment products and services, and building a book of business. It involves sales, client service, and adherence to financial industry regulations and procedures. | — | 0 |
| Financial Solutions Advisor Registration Candidate -K Street Financial Center This role is for a Financial Solutions Advisor Candidate at Bank of America, focusing on providing financial advice and customized solutions to clients to help them achieve their financial goals. Responsibilities include triaging client leads, making referrals, reviewing financial and investment goals, and recommending products. The role requires obtaining industry licenses and may involve SAFE Act registration for residential mortgage loans. | — | 0 |
| Senior Banker - Main Okeechobee Financial Center This role is for a Senior Banker at Bank of America, focusing on serving financial center clients by identifying their personal and small business banking needs, offering solutions, and connecting them to specialists. Responsibilities include deepening client relationships through platform services, assisting with self-service transactions, providing client care, and conducting outbound calls. The role requires sales experience, strong communication, problem-solving, and time management skills, with a focus on adherence to regulatory requirements. | — | 0 |
| Merrill Advisor Development Program - Financial Advisor: Providence Market This role is for a Financial Advisor within Merrill's Advisor Development Program, focusing on client relationship management, identifying financial needs, and recommending investment products. It involves sales, client service, and adherence to financial industry regulations. | — | 0 |
| Merrill Advisor Development Program - Financial Advisor: Wellesley Market This role is for a Financial Advisor within Merrill Wealth Management, focusing on developing client relationships, identifying financial needs, and recommending investment products and services. It involves sales, client service, and adherence to financial industry regulations and training. | — | 0 |
| Client Services Representative III - Bilingual Mandarin Required Client Services Representative III at Bank of America, focusing on resolving complex client requests in an inbound contact center, requiring bilingual Mandarin proficiency. The role involves identifying client needs, providing solutions, managing account maintenance, and deepening client relationships through digital solutions, while adhering to industry regulations and bank procedures. | — | 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 overseeing operations within a market. It involves managing teams, ensuring compliance with regulations and policies, and driving business growth through a digital-first service model. The role emphasizes client satisfaction, risk management, and operational excellence within the financial services industry. | — | 0 |
| Sr. Relationship Manager – Global Commercial Banking – Middle Market Banking (Pittsburgh, PA) Senior Relationship Manager for Global Commercial Banking at Bank of America, focusing on client engagement, financial solutions, and relationship management for companies with revenues between $50 million and $2 billion. Requires extensive experience in commercial lending, corporate finance, sales, and financial analysis, with a strong emphasis on client acquisition and portfolio management. | — | 0 |
| Senior Trust Officer - Private Bank Senior Trust Officer at Bank of America responsible for managing fiduciary and investment management accounts for high-net-worth clients, overseeing administration, business development, client relations, and risk management, while ensuring compliance with regulatory and legal requirements. | — | 0 |
| Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Mountain West Merrill Offices This role is for a Financial Solutions Advisor Trainee at Bank of America's Merrill Wealth Management. The program focuses on obtaining securities licenses (SIE, Series 7, Series 66) and developing foundational skills in client relationship management, financial advice, and product solutions. The role is phone-based and aims to guide clients towards their financial goals using Merrill and Bank of America products. | — | 0 |
| Merrill Advisor Development Program - Financial Advisor: Fort Worth & Associates This role is for a Financial Advisor within Merrill's Advisor Development Program, focusing on client relationship management, identifying financial needs, and recommending investment products and services. It involves developing a book of business, prospecting, and collaborating with internal specialists. The role requires specific financial licenses and experience in the financial services or sales industry. | — | 0 |
| Merrill Advisor Development Program - Financial Advisor: Houston Market This role is for a Financial Advisor within Merrill's Advisor Development Program at Bank of America. The primary focus is on client relationship management, identifying financial needs, developing and recommending investment strategies, and building a book of business. It involves sales, client service, and adherence to financial industry regulations. | — | 0 |
| Registered Wealth Management Client Associate This role provides client service support to Financial Advisors in wealth management, focusing on client relationships, operational excellence, and risk management within Bank of America's Merrill Wealth Management division. It requires industry knowledge and specific FINRA licenses. | — | 0 |
| Relationship Banker - East Marietta Financial Center - Bilingual Spanish Required Relationship Banker at Bank of America responsible for client engagement, processing transactions, and identifying client financial needs to connect them with solutions. Requires strong sales, communication, and problem-solving skills, with bilingual Spanish proficiency. | — | 0 |
| Treasury Sales Officer II - Global Commercial Banking - Middle Market This role is for a Treasury Sales Officer II within Global Commercial Banking at Bank of America, focusing on the Middle Market segment. The primary responsibilities include leading product experts in client engagements, managing and pursuing treasury revenue streams, driving product penetration, and developing customized treasury solutions for clients. The role requires a strong understanding of treasury management products, services, and trends, as well as proven business development, relationship management, and negotiation skills. The individual will act as a digital ambassador, promoting adoption of digital and real-time payment solutions, and will be accountable for revenue growth, client planning, and pricing strategies. | — | 0 |
| Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Bloomington, MN This role is for a Financial Solutions Advisor Trainee at Bank of America's Merrill Wealth Management. The program focuses on obtaining securities industry licenses (SIE, Series 7, Series 66) and developing foundational skills in client relationship management, financial advice, and product solutions. The role is phone-based and aims to guide clients towards their financial goals. | — | 0 |
| Merrill Advisor Development Program - Financial Advisor: Dallas Market This role is for a Financial Advisor within Merrill's Advisor Development Program at Bank of America. The primary focus is on developing client relationships, identifying financial needs, and recommending investment products and services. It involves building a book of business, prospecting, and collaborating with internal specialists. The role requires sales and financial advisory skills, not AI/ML development. | — | 0 |
| Exchange Traded Derivatives Operations - Client Servicing Specialist Client Servicing Specialist for Exchange Traded Derivatives Operations at Bank of America, focusing on onboarding, servicing, and reconciling client accounts, ensuring accuracy and regulatory compliance. | — | 0 |
| Merrill Advisor Development Program - Financial Advisor: Memphis/Little Rock Market This role is for a Financial Advisor within Merrill Wealth Management, focusing on developing client relationships, identifying financial needs, and recommending investment products and services. It involves building a book of business, prospecting, and collaborating with internal specialists. The role requires specific financial licenses and experience in the financial services or sales industry. | — | 0 |
| Merrill Advisor Development Program - Financial Advisor: Greater Dallas Market This role is for a Financial Advisor within Merrill's Advisor Development Program, focusing on wealth management and investment services for high-net-worth individuals. The role involves identifying client needs, developing relationships, providing financial recommendations, and managing a book of business. It requires sales skills, financial industry knowledge, and specific licenses (Series 7 & 66). | — | 0 |
| Delaware Trust Officer II (DE TO II) This role is for a Delaware Trust Officer II at Bank of America, responsible for administering Investment Management and Trust accounts, managing fiduciary risks, and ensuring compliance with laws and policies. The role involves working with clients, attorneys, and financial advisors to understand estate plans, respond to beneficiary requests, and minimize account risk through analysis and reviews. It requires strong knowledge of fiduciary law, tax, investments, and administration, with a focus on client service and relationship building. | — | 0 |
| Merrill Advisor Development Program - Financial Advisor: Greater Houston Market This role is for a Financial Advisor within Merrill's Advisor Development Program, focusing on wealth management and investment services for high-net-worth individuals. Responsibilities include identifying client needs, developing relationships, recommending financial solutions, and managing a book of business. The role requires sales and client relationship skills, with compensation tied to performance. It is not directly involved in AI/ML development. | — | 0 |
| Merrill Advisor Development Program - Financial Advisor: Sacramento Market This role is for a Financial Advisor within Merrill's Advisor Development Program, focusing on wealth management and investment services for high-net-worth individuals. The role involves developing client relationships, identifying financial needs, recommending investment products, and managing a book of business. It requires sales skills, financial industry knowledge, and the ability to meet performance goals. | — | 0 |
| Merrill Advisor Development Program - Financial Advisor: San Diego Market This role is for a Financial Advisor within Merrill Wealth Management, focusing on developing client relationships, identifying needs, and recommending investment products and services. It involves building a book of business, prospecting, and collaborating with internal specialists. The role requires specific licenses and experience in the financial services and investments industry. | — | 0 |
| Merrill Advisor Development Program - Financial Advisor: West LA Market This role is for a Financial Advisor within Merrill's Advisor Development Program. The primary focus is on client relationship management, identifying financial needs, developing comprehensive recommendations for investment products and services, and building a book of business. It involves sales, client service, and adherence to financial industry regulations and compliance procedures. The role is not directly involved in AI/ML development or research. | — | 0 |
| Merrill Advisor Development Program - Financial Advisor: Los Angeles Market This role is for a Financial Advisor within Merrill's Advisor Development Program at Bank of America. The primary focus is on client relationship management, identifying financial needs, developing and recommending investment strategies, and building a book of business. It involves sales, client service, and adherence to financial industry regulations and procedures. | — | 0 |
| Senior Banker - Oak Ridge Main Financial Center Senior Banker role at Bank of America focused on client relationship management, sales, and providing financial solutions to both individual and small business clients. Responsibilities include serving as a primary point of contact, assisting with transactions, educating clients on self-service technologies, and adhering to regulatory requirements. Requires sales experience, strong communication, problem-solving, and client-centric skills. | — | 0 |
| Credit Solutions Advisor - Upper Montclair This role is for a Credit Solutions Advisor at Bank of America, focusing on originating loans for clients with residential mortgage needs. The advisor will work full-time within a financial center, offering First Mortgage, HELOC, Auto Loans, Credit Cards, and Core Banking products. Key responsibilities include balancing sales performance, operational risk, and client relationship management, with a requirement for SAFE Act registration. | — | 0 |
| Merrill Advisor Development Program - Financial Advisor: Utah Market This role is for a Financial Advisor within Merrill Wealth Management, focusing on developing client relationships, identifying financial needs, and recommending investment products and services. It involves building a book of business, prospecting, and collaborating with internal specialists. The role requires licensed individuals with experience in financial services and sales. | — | 0 |
| Registered Wealth Management Client Associate This Registered Wealth Management Client Associate role at Bank of America's Merrill Wealth Management focuses on providing client service support to Financial Advisors, managing client relationships, and ensuring alignment with bank policies and risk management. The role requires specific FINRA licenses and knowledge of investment products. | — | 0 |
| Merrill Advisor Development Program- Financial Advisor: Greater Atlanta Market This role is for a Financial Advisor within Merrill's Advisor Development Program at Bank of America. The primary focus is on developing client relationships, identifying financial needs, and recommending investment products and services. It involves building a book of business, prospecting, and collaborating with internal specialists. The role is sales-oriented and requires financial services industry experience and relevant licenses. | — | 0 |
| Merrill Advisor Development Program - Financial Advisor: Atlanta Buckhead & Associates Market This role is for a Financial Advisor within Merrill Wealth Management, focusing on developing client relationships, identifying financial needs, and recommending investment products and services. It involves sales, client management, and adherence to financial industry regulations. | — | 0 |
| Merrill Advisor Development Program - Financial Advisor: Florida Tropics Market This role is for a Financial Advisor within Merrill's Advisor Development Program, focusing on wealth management and investment services for high-net-worth individuals. The role involves identifying client needs, developing relationships, providing financial recommendations, and managing a book of business. It requires sales and client relationship skills, with compensation tied to performance. The role is not AI-related as it focuses on traditional financial advisory services. | — | 0 |
| Financial Solutions Advisor Registration Candidate - Greater St. Louis 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 to manage client relationships and provide financial advice. The role progresses through defined stages of development within financial centers, with a strong emphasis on regulatory compliance (FDIC, Safe Act, FINRA). | — | 0 |
| Financial Solutions Advisor- Columbia Basin South 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 triaging client leads. The role requires strong client relationship management, sales skills, and adherence to financial regulations. It is not directly involved in AI/ML development or research. | — | 0 |
| Merrill Advisor Development Program - Financial Advisor: Western Long Island Market This role is for a Financial Advisor within Merrill Wealth Management, focusing on developing relationships with high-net-worth individuals, identifying their financial needs, and recommending investment products and services. It involves building a book of business, prospecting, and collaborating with internal specialists. The role requires licensed individuals with experience in financial services and sales, emphasizing client relationship building and consultative selling. | — | 0 |
| Financial Solutions Advisor Registration Candidate - Northbrook, IL 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, financial advice, and solution delivery. The role progresses through stages, starting with licensing and training, then moving to client interaction in a financial center, and potentially advancing to a Stage II role with a portfolio of clients. It requires adherence to SAFE Act registration and involves client acquisition, relationship building, and providing comprehensive financial advice. | — | 0 |