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 |
|---|---|---|
| Advisor Development Program Client Associate This role is for an entry-level Client Associate in Merrill Wealth Management's Advisor Development Program, with the ultimate goal of becoming a Financial Advisor. Responsibilities include providing client service support to Financial Advisors, obtaining securities licenses (SIE, Series 7, Series 66), and learning foundational skills for client service. The program involves progressive roles, developing a book of business, recommending investment products, and managing client relationships. | — | 0 |
| Financial Solutions Advisor - Stonestown Financial Center 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 products, and identifying new clients. The role requires specific financial licenses (Series 7 & 66) and experience in the investments and financial service industries. It is subject to SAFE Act registration requirements. | — |
| 0 |
| Relationship Banker – Boston, MA Relationship Banker at Bank of America responsible for engaging clients, assisting with self-service transactions, processing cash, and identifying client financial needs to connect them with appropriate solutions. The role emphasizes building client relationships and driving the client experience within established processes and regulations. | — | 0 |
| Relationship Banker - Orange County North Market This role is a Relationship Banker at Bank of America, focusing on client engagement, transaction processing, and identifying financial solutions. It involves building client relationships, educating them on self-service options, and connecting them to relevant financial products and services. The role requires strong communication, problem-solving, and sales skills within a regulated financial environment. | — | 0 |
| Relationship Banker - Orange County East Market This role is for a Relationship Banker at Bank of America, focusing on client engagement, transaction processing, and connecting clients with financial solutions. It emphasizes building relationships, understanding financial needs, and driving self-service adoption. The role operates within a regulated financial environment. | — | 0 |
| Relationship Banker - Orange County Central 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 |
| Relationship Banker - Los Angeles North Orange Relationship Banker role at Bank of America focused on client engagement, transaction processing, and identifying financial solutions. This role emphasizes building client relationships, educating them on self-service options, and connecting them to appropriate financial products and services. It requires strong sales, communication, and problem-solving skills, with a focus on operational excellence and adherence to regulations. | — | 0 |
| Relationship Banker - Los Angeles Gateway Relationship Banker role at Bank of America focused on client engagement, transaction processing, and connecting clients with financial solutions. This role emphasizes building relationships, understanding client needs, and driving the client experience within a financial center setting. It involves educating clients on self-service technologies and managing cash responsibilities, while adhering to risk and regulatory guidelines. | — | 0 |
| Relationship Banker - Los Angeles Coast Market Relationship Banker role at Bank of America focused on client engagement, transaction processing, and identifying financial needs to connect clients with appropriate solutions. The role emphasizes building client relationships and driving the client experience through in-person interactions and self-service technology education. | — | 0 |
| Relationship Banker - Staten Island NY Area - Bilingual Spanish Required Relationship Banker role at Bank of America focused on client engagement, transaction processing, and identifying financial solutions. Requires bilingual Spanish skills and experience in financial services. | — | 0 |
| Relationship Banker This role is a Relationship Banker at Bank of America, focused on client engagement, transaction processing, and connecting clients with financial solutions. It emphasizes building relationships, understanding client needs, and driving self-service adoption. The role requires adherence to risk culture, laws, and regulations, with desired qualifications including sales experience and financial services knowledge. | — | 0 |
| Relationship Banker - Ballston Metro Center Financial Center Relationship Banker role focused on client engagement, transaction processing, and identifying financial solutions within a regulated fintech environment. Emphasizes client relationship building, self-service technology education, and adherence to risk and regulatory guidelines. | — | 0 |
| Relationship Banker - Coastal Carolinas Market - NC Area Relationship Banker role at Bank of America focused on client engagement, assisting with self-service banking, processing transactions, and identifying client financial needs and solutions. This is a customer-facing role within the financial services industry. | — | 0 |
| Risk Analysis Sr. Manager This role is responsible for executing on Global Payment Solutions (GPS) to drive adherence to enterprise-wide policies/standards and providing guidance to client teams when clients become financially challenged. Key responsibilities include advising client teams on reducing treasury related credit limits or moving to prefunding, guiding client teams through client bankruptcies and ensuring bank compliance, facilitating communication between contract management teams, and ensuring deadlines and requirements of Enterprise Contract Management policy/standard are met by GPS. The role also oversees the development and enhancement of reporting for risk identification and management, analysis of trends, data design, portfolio and loss trends, and portfolio dynamics. It serves as a liaison between data, technology, and reporting teams for strategic initiatives, oversees database production processes and performance reports for senior management using data mining and advanced analytical techniques, manages communications for complex ad-hoc requests, leads cross-functional efforts to remediate data quality issues, and provides oversight of relevant systems and controls. Managerial responsibilities include championing opportunity & inclusion, demonstrating process knowledge and operational excellence, communicating enterprise decisions, ensuring risk discipline and controls, coaching and developing associates, managing expenses and budgets, assessing talent, and driving business outcomes through effective prioritization and delegation. Required qualifications include banking experience with a credit/risk background or GPS experience, intellectual curiosity, strong analytical and risk mindset, project management and process skills, excellent communication skills, acumen with Excel, Co-pilot, and SharePoint, and strong organizational skills. Desired qualifications include technology savviness with coding ability, ability to develop executive presentations, and legal experience with contract terms. | — | 0 |
| Relationship Banker - Corpus Christi area - Spanish Required Relationship Banker at Bank of America responsible for client engagement, transaction processing, and identifying financial solutions to meet client goals. Requires bilingual Spanish skills and a focus on customer service and sales. | — | 0 |
| Business Banking Senior Relationship Manager - Washington D.C. Market This role is for a Senior Relationship Manager in Business Banking at Bank of America. The primary responsibilities include managing a portfolio of complex clients, acquiring and deepening profitable relationships, providing financial advice and solutions, and collaborating with internal specialists. The role requires experience in commercial lending, business development, and portfolio management, with a focus on sales and client relationship management within the business banking sector. | — | 0 |
| Credit Solutions Advisor - Saugus Route 1 - bilingual Spanish preferred This role is for a Credit Solutions Advisor at Bank of America, focusing on originating residential mortgage loans and offering other banking products to clients within a financial center. It involves client relationship management, sales performance, and operational risk, with a requirement for SAFE Act registration. | — | 0 |
| Relationship Banker - Brooklyn NY Area - Bilingual Mandarin Required Relationship Banker role focused on client engagement, transaction processing, and connecting clients with financial solutions at Bank of America. Requires strong communication, problem-solving, and sales skills, with a focus on responsible growth and adherence to regulations. Bilingual Mandarin is a requirement. | — | 0 |
| Relationship Banker This role focuses on client engagement within a financial center, assisting with transactions, educating on self-service tools, and identifying client financial needs to connect them with appropriate banking solutions. It emphasizes relationship building, operational excellence, and adherence to regulations. | — | 0 |
| Relationship Banker - Indianapolis Market This role focuses on client engagement within a financial institution, educating them on self-service banking options and identifying their financial needs to connect them with appropriate solutions. It involves processing transactions, building relationships, and adhering to risk and regulatory guidelines. | — | 0 |
| Relationship Banker This role is for a Relationship Banker at Bank of America. The primary responsibilities include engaging clients to educate them on self-service banking options, processing cash transactions, understanding client financial needs and priorities, and connecting them to relevant financial solutions. The role emphasizes building client relationships, adhering to risk and operational guidelines, and driving the client experience. Sales experience and cash handling are desired qualifications. | — | 0 |
| Relationship Banker - St. Johns Plaza Financial Center - Korean language required Relationship Banker role at Bank of America focused on client engagement, assisting with self-service transactions, and building relationships to understand and meet financial needs. This role involves cash handling, sales, and adhering to regulations within a financial services environment. | — | 0 |
| Relationship Banker - Wilmington Market This role is a Relationship Banker at Bank of America, focused on client engagement, assisting with self-service banking transactions, processing cash, and identifying client financial needs to connect them with appropriate solutions. It emphasizes building client relationships and adhering to bank processes and regulations. | — | 0 |
| Relationship Banker - Arlington Market Relationship Banker role at Bank of America focused on client engagement, transaction processing, and connecting clients with financial solutions. The role emphasizes building relationships, understanding client needs, and driving self-service adoption. | — | 0 |
| Relationship Banker - Northern VA Market Relationship Banker role focused on client engagement, transaction processing, and connecting clients with financial solutions to meet their goals. Emphasizes sales experience and customer service within a financial institution. | — | 0 |
| Financial Solutions Advisor - Western MD 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 products and investment strategies, triaging client needs, and making referrals to business partners. The role requires specific licenses (Series 7 and 66) and experience in the investments and financial service industries. It involves client relationship management, sales, and risk mitigation within a regulated environment. | — | 0 |
| Relationship Banker - Simsbury / Enfield Area Relationship Banker role focused on client engagement, transaction processing, and connecting clients with financial solutions. Emphasizes building relationships and educating clients on self-service banking technologies. | — | 0 |
| Relationship Banker - Mondawmin Financial Center Relationship Banker at Bank of America responsible for client engagement, transaction processing, and connecting clients to financial solutions to meet their goals. Focuses on building relationships and driving the client experience within a financial center. | — | 0 |
| Enterprise Lending Officer - Palo Alto This role is for an Enterprise Lending Officer at Bank of America, focusing on providing consumer lending advice, external business development, and managing mortgage lending processes. It requires knowledge of credit and lending guidelines, client relationship management, and adherence to federal and state regulations, including SAFE Act registration. | — | 0 |
| Financial Solutions Advisor - Fairfield/Concord 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 products, and referring clients to business partners. The role requires specific financial licenses (Series 7 & 66) and experience in the investments and financial service industries. | — | 0 |
| Registered Private Wealth Client Associate This role supports Financial Advisors (FAs) in providing comprehensive wealth management and investment services to clients. Responsibilities include client service, operational excellence, risk management, and identifying client needs. Requires FINRA licenses (SIE, Series 7, Series 66) and industry knowledge. | — | 0 |
| Market Financial Center Manager This role is for a Market Financial Center Manager at Bank of America, responsible for supporting a cluster of financial centers, managing business operations, fostering a client-centric and risk culture, and potentially managing associates. It requires leadership experience, customer service skills, financial acumen, and strong organizational and communication abilities. | — | 0 |
| Financial Solutions Advisor - Reno Area 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 client consultations, financial planning, recommending brokerage and banking products, and making referrals to business partners. The role requires specific licenses (Series 7 & 66) and experience in the investments and financial services industry, with an emphasis on sales and client relationship management. | — | 0 |
| Advisor Development Program - Little Havana Financial Solutions Advisor Trainee: Financial Center - Miami, FL (Bilingual Spanish Speaking Required) This role is for a trainee Financial Advisor at Merrill Wealth Management, part of Bank of America. The program focuses on obtaining securities licenses, learning foundational advisory skills, and building client relationships to help clients achieve their financial goals. It involves sales, client interaction, and providing financial solutions within a regulated environment. | — | 0 |
| Senior Banker - West Cobb Financial Center 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 solutions, and connecting them to specialists. Responsibilities include deepening client relationships, supporting transactional activities, and providing exceptional client care through proactive outreach and follow-up. | — | 0 |
| Wealth Management Client Associate This role supports Financial Advisors in a Wealth Management setting, focusing on client service, operational excellence, and risk management. It involves educating clients on offerings, ensuring accuracy in materials, identifying client needs, and maintaining relationships. The role is client-facing and requires strong communication and administrative skills. | — | 0 |
| Financial Solutions Advisor- Seattle North 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 triaging client leads, making referrals, meeting with clients to review financial and investment goals, building financial plans, and recommending brokerage products. The role requires licensed professionals with experience in the investments and financial services industry, emphasizing client relationship building, communication, and risk management. | — | 0 |
| Financial Solutions Advisor - Forth Worth Area 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, meeting with clients to review financial and investment goals, building financial plans, and recommending brokerage products. The role requires adherence to SAFE Act registration and involves sales and client relationship management within the financial services industry. | — | 0 |
| Relationship Banker - Henderson Relationship Banker role at Bank of America focused on client engagement, transaction processing, and connecting clients with financial solutions. The role emphasizes building relationships, understanding client needs, and promoting self-service banking technologies. It requires strong communication, problem-solving, and sales skills within a regulated financial environment. | — | 0 |
| Financial Solutions Advisor - Orchard Lake Road - Greater Michigan Market 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 products, and referring clients to business partners. 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 |
| Financial Solutions Advisor - Boston West Market This role involves providing comprehensive financial advice and customized solutions to clients to help them achieve their financial goals. Responsibilities include triaging client leads, making referrals, meeting with clients to review financial and investment goals, building financial plans, and recommending brokerage products. The role requires obtaining specific licenses and adhering to SAFE Act registration requirements. | — | 0 |
| Financial Solutions Advisor - 76 & Stateline, Greater KC This role at Bank of America is a Financial Solutions Advisor responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. The role requires specific licenses (Series 7 and 66) and experience in the investments and financial service industries, with a focus on sales and client relationship management. | — | 0 |
| Financial Solutions Advisor- Mid-Cities DFW Area This role at Bank of America focuses on providing comprehensive financial advice and customized solutions to clients to help them achieve their financial goals. Responsibilities include triaging client leads, making referrals to business partners, meeting with clients to review financial and investment goals, building financial plans, and recommending brokerage products. The role requires licensed individuals with experience in the investments and financial service industries, emphasizing client relationship management and risk mitigation. | — | 0 |
| Financial Solutions Advisor- South Puget Sound 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 triaging client leads, making referrals, meeting with clients to review financial and investment goals, building financial plans, and recommending brokerage products. The role requires specific licenses (Series 7 & 66) and experience in the investments and financial service industries. | — | 0 |
| Financial Solutions Advisor - NE Georgia This role is for a Financial Solutions Advisor at Bank of America, focusing on providing clients with comprehensive advice and customized solutions to achieve their financial goals. Responsibilities include building financial plans, recommending brokerage and banking products, triaging leads, and making referrals to business partners. The role requires adherence to SAFE Act registration and involves client engagement, risk mitigation, and sales activities within the financial services industry. | — | 0 |
| Relationship Banker This role is for a Relationship Banker at Bank of America, focusing on client engagement to assist with transactions via self-service channels and identifying client financial needs to connect them with appropriate solutions. Responsibilities include processing cash transactions, building client relationships, adhering to risk and compliance guidelines, and managing financial center traffic. The role requires strong customer service, sales, and problem-solving skills, with a focus on driving the client experience and achieving business goals within the financial services industry. | — | 0 |
| Relationship Banker - 31 West FC - Spanish Language Preferred This role focuses on client engagement within a financial center, educating them on self-service banking options and identifying their financial needs to connect them with relevant solutions. It involves processing transactions, managing relationships, and adhering to bank processes and regulations. | — | 0 |
| Relationship Banker - North Park FC - Spanish Language Preferred Relationship Banker at Bank of America responsible for client engagement, processing transactions, and identifying financial solutions. Focuses on building relationships, driving client experience, and adhering to risk and regulatory guidelines. Requires strong sales, communication, and problem-solving skills. | — | 0 |
| Sr. Relationship Manager -Global Commercial Bank - Middle Market - Technology Group Senior Relationship Manager for Bank of America's Global Commercial Banking division, focusing on the Technology sector. The role involves managing a portfolio of complex clients, acquiring and deepening relationships, providing financial advice, and collaborating with internal specialists to deliver solutions. Requires extensive experience in commercial lending or investment banking, strong financial acumen, sales skills, and the ability to obtain specific licenses. | — | 0 |
| Financial Solutions Advisor - Ocean 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 triaging leads, meeting with clients to review financial and investment goals, building financial plans, and recommending brokerage products. The role requires specific licenses (Series 7 & 66) and experience in the investments and financial service industries. | — | 0 |