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 Registration Candidate- Valley Crest 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 in client relationship management, financial advice, and solution delivery. The role progresses through stages, starting with licensing and training, then moving to a financial center to help clients with banking and investment solutions. It is subject to SAFE Act registration requirements. | — | 0 |
| Financial Solutions Advisor Registration Candidate- West Hills 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 learning foundational skills to advise clients on financial matters. The role involves building and managing client relationships, understanding their financial needs, and providing solutions. It is a developmental role with progression to a Stage II advisor position. The role is subject to SAFE Act registration requirements. | — |
| 0 |
| Financial Solutions Advisor Registration Candidate- Central 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 stages, starting with training and potentially moving to a financial center role, with opportunities for advancement within the company. | — | 0 |
| Financial Solutions Advisor Registration Candidate - Alpharetta Market This role is for a Financial Solutions Advisor candidate who will obtain securities licenses (SIE, Series 7, Series 66) and learn foundational skills to manage client relationships, provide financial advice, and offer banking and investment solutions. The role progresses through stages, starting with licensing and training, then moving to a financial center to serve clients. It requires SAFE Act registration. | — | 0 |
| Financial Solutions Advisor Registration Candidate - Sarasota South Market This role is for a Financial Solutions Advisor candidate who will obtain Securities Industry licenses (SIE, Series 7, Series 66) and learn foundational skills to acquire, build, and manage client relationships, provide financial advice, and deliver banking and investment solutions. The role progresses through stages of development, with opportunities for advancement within Bank of America and Merrill. | — | 0 |
| Financial Solutions Advisor Registration Candidate - Jacksonville 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 stages, starting with training and potentially moving to a financial center or phone-based capacity, with opportunities for advancement within the company. | — | 0 |
| Relationship Banker - Mount Kisco NY 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 regulations. | — | 0 |
| Financial Solutions Advisor Registration Candidate-Suburban Philly Market This role is for a Financial Solutions Advisor Candidate at Bank of America, focused on providing clients with financial advice and customized solutions to meet their goals. Responsibilities include client relationship management, financial planning, recommending banking and investment strategies, and identifying new clients. The role requires obtaining industry licenses and involves risk mitigation and SAFE Act registration for mortgage loan origination. | — | 0 |
| Enterprise Lending Officer This role is for an Enterprise Lending Officer at Bank of America, focusing on providing Consumer Lending advice to new and existing clients, external business development, and managing the mortgage lending process. It requires a strong understanding of credit, lending guidelines, and the mortgage process, with a focus on self-sourced business through a network of referral sources. The position is subject to SAFE Act registration requirements. | — | 0 |
| Financial Solutions Advisor Registration Candidate - Greater Oakland 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 offering banking and investment solutions. The role progresses through stages, starting with training and potentially moving to a financial center or phone-based capacity. It emphasizes client-centricity, consultative selling, and adherence to financial regulations. | — | 0 |
| Relationship Banker - St. Louis West-Springfield Market This role is a Relationship Banker at Bank of America, focusing on client engagement, transaction processing, and connecting clients with financial solutions. It emphasizes building relationships, understanding client needs, and promoting self-service banking technologies. The role requires strong communication, problem-solving, and sales skills within a regulated financial environment. | — | 0 |
| Financial Solutions Advisor Registration Candidate - Greater Oakland Market- Bilingual Mandarin Preferred 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 financial advice and solutions, and eventually working in a financial center to deliver core banking and investment solutions. It is a regulated role requiring SAFE Act registration. | — | 0 |
| Treasury Sales Officer II Bank of America is seeking a Treasury Sales Officer II to manage and grow treasury revenue for a portfolio of Large Corporate Natural Resource Group clients. The role involves partnering with internal teams to develop customized treasury solutions, focusing on new and existing client relationships, and driving revenue growth, profitability, and client planning. The ideal candidate will have strong treasury industry expertise, understanding of evolving tech and innovation, excellent communication, interpersonal, and financial acumen skills. | — | 0 |
| Financial Solutions Advisor Registration Candidate - Greater KC 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 in client relationship management, financial advice, and solution delivery. The role progresses through defined stages, starting with licensing and training, and moving into client-facing advisory work within a financial center. It involves understanding client financial needs and guiding them with advice and solutions, while also collaborating with internal partners. The position is subject to SAFE Act registration requirements. | — | 0 |
| Relationship Banker - Orange County North Market - Bilingual Spanish Required This role is a Relationship Banker at Bank of America, focusing on client engagement, transaction processing, and connecting clients with financial solutions. It requires strong communication, sales, and problem-solving skills, with a focus on building client relationships and driving business growth within a financial center. Bilingual Spanish is required. | — | 0 |
| Financial Solutions Advisor Registration Candidate - Palm Desert 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 learning foundational skills to acquire, build, and manage client relationships, providing advice and solutions for their financial lives. The role involves working in a financial center to deliver core banking and investment solutions. It is a regulated position requiring SAFE Act registration. | — | 0 |
| Business Solutions Advisor - Silicon Valley Market This role at Bank of America focuses on providing financial advice, guidance, and sales of borrowing and banking offerings to clients. It involves acquiring new and deepening existing client relationships by conducting client meetings, presenting customized solutions, and managing sales performance and operational risk. The role requires strong sales, customer service, and communication skills, with a focus on building client relationships and achieving financial goals. | — | 0 |
| Merrill Advisor Development Program - Financial Advisor: Mountain Plains 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 industry experience and licenses. | — | 0 |
| Financial Solutions Advisor Registration Candidate - Northwest Florida Market This role is for a Financial Solutions Advisor candidate at Bank of America, focusing on obtaining necessary securities licenses (SIE, Series 7, Series 66) and developing foundational skills in client relationship management and financial advice. The role progresses through stages, starting with training and licensing, then moving to client interaction in a financial center, and potentially advancing to managing a portfolio of clients. | — | 0 |
| Financial Solutions Advisor Registration Candidate - Oklahoma 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 delivering banking and investment solutions. The role progresses through defined stages of development, with opportunities for advancement within the company. | — | 0 |
| Financial Solutions Advisor - Serramonte Financial Center 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 triaging client needs. The role requires specific licenses (Series 7 & 66) and experience in the investments and financial service industries. It is subject to SAFE Act registration requirements. | — | 0 |
| Financial Solutions Advisor Registration Candidate- LA Metro 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 the SAFE Act. | — | 0 |
| Financial Solutions Advisor Registration Candidate - NW Texas 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 banking, investment solutions, and financial planning. The role progresses through stages, starting with licensing and foundational training, then moving to a financial center to help clients, and potentially advancing to a Stage II role with a portfolio of clients. It requires SAFE Act registration and involves client acquisition, relationship management, and providing comprehensive financial advice. | — | 0 |
| Financial Solutions Advisor Registration Candidate - Ft. Worth 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, and potentially advancing to a Stage II role with a portfolio of clients. It requires adherence to SAFE Act registration and involves client interaction, needs assessment, and solution recommendation within a regulated financial environment. | — | 0 |
| Client Svcs Rep II, Small Business Deposits, Newark DE, 1st Shift Client Service Representative for Small Business Deposits at Bank of America, focusing on resolving routine client requests via calls, chats, and emails. Responsibilities include identifying client needs, recommending solutions for fraud, accurately recording interaction data, escalating risk-related items, and complying with regulations. Requires 1+ years of customer service experience and computer proficiency. | — | 0 |
| Business Solutions Advisor - Conyers - Southside Financial Center - Conyers, GA This role is a Business Solutions Advisor at Bank of America, focused on providing financial advice, sales, and relationship management to clients within a financial center. It involves understanding client needs, recommending banking and borrowing solutions, and managing client relationships to help them achieve their financial goals. | — | 0 |
| Financial Center Assistant Manager - St. John Financial Center - Spanish Preferred Manages a financial center, overseeing operational excellence, client experience, and team performance. Focuses on business results, client engagement, and adherence to policies and regulations within the financial services industry. | — | 0 |
| Financial Solutions Advisor Registration Candidate - Fort Myers / Naples Market This role is for a Financial Solutions Advisor candidate at Bank of America, focusing on obtaining securities licenses and developing foundational skills to acquire, build, and manage client relationships, provide financial advice, and deliver banking and investment solutions. The role progresses through defined stages of development and requires SAFE Act registration. | — | 0 |
| Wealth Management Client Associate Client Associate role at Bank of America's Merrill Wealth Management division, focused on providing client service support to Financial Advisors, managing client relationships, and ensuring operational excellence. This role involves educating clients on banking offerings, managing requests, identifying client needs, and supporting team activities. | — | 0 |
| Wealth Management Client Associate Client Associate role at Merrill Wealth Management, supporting Financial Advisors in providing comprehensive wealth management and investment services to clients. Responsibilities include client service, operational support, risk management, and relationship deepening. | — | 0 |
| Registered Private Wealth Client Associate - Bilingual Portuguese Preferred Client Associate role at Bank of America's Merrill Wealth Management, providing client service support to Financial Advisors, managing client relationships, and ensuring alignment with bank policies and risk management. Requires FINRA licenses and industry knowledge. | — | 0 |
| Wealth Management Client Associate Client Associate for Merrill Wealth Management at Bank of America, providing client service support to Financial Advisors, educating clients on offerings, and managing client relationships. Focuses on operational excellence, risk management, and promoting bank services. | — | 0 |
| Wealth Management Seasonal Client Associate - Private Wealth San Francisco Market Client Associate role at Bank of America's Wealth Management division, focusing on providing client service support to Financial Advisors, managing client relationships, and ensuring adherence to bank policies and procedures. The role involves supporting enterprise strategic objectives and operational excellence within the FA's business. | — | 0 |
| Wealth Management Client Associate This role provides client service support to Financial Advisors within Merrill Wealth Management, focusing on operational excellence, client relationship management, and promoting the bank's offerings. It involves acting as a primary point of contact for client service needs and ensuring alignment with bank policies and procedures. | — | 0 |
| Registered Wealth Management Client Associate - Chicago Market Registered Wealth Management Client Associate at Bank of America (Merrill Wealth Management) in Chicago. Supports Financial Advisors by providing client service, managing client relationships, and ensuring operational excellence. Requires FINRA SIE, Series 7, and Series 66 licenses, with knowledge of investment products. | — | 0 |
| Financial Solutions Advisor Registration Candidate- Eastside Market This role is for a Financial Solutions Advisor Stage I 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, with opportunities for advancement within the company. It involves client interaction, understanding financial needs, and providing banking and investment solutions. | — | 0 |
| Financial Solutions Advisor Registration Candidate- South Venice Financial Center 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, and moving into a financial center to serve clients. It requires registration under the SAFE Act. | — | 0 |
| Wealth Management Client Associate- Detroit Market Client Associate role at Merrill Wealth Management, Bank of America, focusing on client service, relationship management, and promoting banking offerings. Requires strong communication, client-centric mindset, and administrative skills. Desired qualifications include FINRA licenses and industry knowledge. | — | 0 |
| Wealth Management Client Associate-Detroit Market Client Associate role at Merrill Wealth Management, supporting Financial Advisors by providing client service, managing relationships, and promoting bank offerings. Focuses on operational excellence and client advocacy within a regulated fintech environment. | — | 0 |
| Registered Private Wealth Client Associate Registered Private Wealth Client Associate at Bank of America (Merrill Wealth Management) providing client service support to Financial Advisors, managing client relationships, and ensuring alignment with bank policies and risk management. Requires FINRA SIE, Series 7, and Series 66 licenses, and knowledge of investment products. | — | 0 |
| Wealth Management Client Associate- Chicago Market Client Associate role at Merrill Wealth Management supporting Financial Advisors by providing client service, managing relationships, and promoting bank offerings. Focuses on operational excellence, risk management, and client advocacy within a regulated fintech environment. | — | 0 |
| Relationship Banker - Toms River - West Dover Financial Center Relationship Banker role at Bank of America focused on client engagement, transaction processing, and identifying financial solutions. Requires strong customer service, sales, and relationship-building skills within a regulated financial environment. | — | 0 |
| Registered Wealth Management Client Associate - Houston Market This role provides client service support to Financial Advisors in Wealth Management, focusing on operational excellence, client advocacy, and deepening client relationships by promoting the bank's offerings. It requires FINRA licenses and knowledge of investment products. | — | 0 |
| Registered Wealth Management Client Associate - Houston Market This role provides client service support to Financial Advisors in Wealth Management, focusing on operational excellence, client advocacy, and deepening client relationships by promoting the bank's offerings. It requires FINRA licenses and knowledge of investment products. | — | 0 |
| Wealth Management Client Associate- Detroit Market Client Associate role at Bank of America's Merrill Wealth Management division, focusing on providing client service support to Financial Advisors, managing client relationships, and ensuring operational excellence. This role involves educating clients on offerings, managing requests, identifying client needs, and promoting bank services. | — | 0 |
| Wealth Management Client Associate- Houston Market Client Associate role at Merrill Wealth Management supporting Financial Advisors, focusing on client service, operational excellence, and promoting bank offerings. Requires client-centric mindset and strong communication skills. FINRA/SIE licenses are desired. | — | 0 |
| Financial Solutions Advisor - Registration Candidate - Houston Area This role is for a Financial Solutions Advisor candidate at Bank of America, focusing on client relationships and financial advice. It requires obtaining securities licenses (SIE, Series 7, Series 66) and involves learning foundational skills for client acquisition, management, and providing financial solutions. The role progresses through stages, starting with licensing and training, then moving to a financial center to deliver core banking and investment solutions. It is subject to SAFE Act registration requirements. | — | 0 |
| Wealth Management Client Associate - San Antonio Market Client Associate role at Merrill Wealth Management, supporting Financial Advisors by providing client service, managing relationships, and promoting bank offerings. Focuses on operational excellence, risk management, and client advocacy within a regulated financial environment. | — | 0 |
| Wealth Management Client Associate - Houston Market Client Associate role at Merrill Wealth Management (Bank of America) focused on providing client service support to Financial Advisors, managing client relationships, and ensuring alignment with bank policies and procedures. Responsibilities include educating clients on offerings, ensuring accuracy in materials, identifying client needs, and supporting team activities. Requires a client-centric mindset and strong computer skills. Desired qualifications include FINRA licenses and industry knowledge. | — | 0 |
| Wealth Management Client Associate- Indiana Market Client Associate role at Merrill Wealth Management, supporting financial advisors and providing client service. Focuses on relationship deepening, operational support, and promoting bank offerings. Requires strong client-centric mindset and communication skills. | — | 0 |