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 - NE Georgia 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 of development within financial centers, aiming to help clients achieve their financial goals. It requires registration under the SAFE Act. | — | 0 |
| Private Client Advisor II This role is for a Private Client Advisor at Bank of America, focused on acquiring new clients, deepening relationships, and providing a comprehensive range of financial services. It involves business development, client management, and acting as a trusted advisor, with specific licensing requirements (SAFE Act registration). | — | 0 |
| Financial Solutions Advisor - Participant Services (Series 7 required) Financial Solutions Advisor at Bank of America providing education and guidance to Merrill 401k and Equity Plan Participants, focusing on goals-based conversations, investment knowledge, and client-centric solutions. |
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| Financial Solutions Advisor - Participant Services (Series 7 required) Financial Solutions Advisor at Bank of America providing financial education and guidance to Merrill 401k and Equity Plan Participants, focusing on goals-based conversations and leveraging the Bank of America and Merrill offering model. Requires Series 7 and 66 licenses. | — | 0 |
| Financial Solutions Advisor- Southern Philly Market This role involves providing financial advice and customized solutions to clients to help them achieve their financial goals. Responsibilities include building financial plans, recommending brokerage products, and collaborating with internal service providers. The role requires licensed professionals with experience in the investments and financial service industries. | — | 0 |
| Relationship Banker - 15th and Allen Financial Center - Spanish Required Relationship Banker at Bank of America responsible for client engagement, transaction processing, and identifying client financial needs and solutions. This role focuses on building client relationships and driving business growth through sales and service within a financial center. | — | 0 |
| Relationship Banker - Schertz Relationship Banker at Bank of America responsible for client engagement, transaction processing, and identifying financial solutions. Focuses on educating clients on self-service resources and building relationships to meet financial goals. | — | 0 |
| Corporate Access Associate - Global Research This role is for a Corporate Access Associate in Global Research at Bank of America. The primary responsibilities include coordinating non-deal roadshows, field trips, and investor conferences, building relationships with stakeholders, and managing client meeting schedules. The role requires a minimum of 1 year of experience in corporate access, strong organizational skills, and proficiency in Microsoft Office. A basic understanding of Equity/FICC markets is also required. | — | 0 |
| Sr Relationship Manager - Global Commercial Bank - West Palm Beach This role is for a Sr. Relationship Manager in Bank of America's Global Commercial Bank. The primary focus is on managing a portfolio of complex clients, acquiring new business, and providing financial solutions. It requires significant experience in commercial lending or investment banking, strong sales and financial acumen, and the ability to manage client relationships and collaborate with internal specialists. | — | 0 |
| Sr. Relationship Manager - Global Commercial Bank - Middle Market - Dalton, GA This role is for a Sr. Relationship Manager in Global Commercial Banking at Bank of America, focusing on managing and growing relationships with complex clients. The responsibilities include providing financial advice, identifying cross-selling opportunities, and collaborating with internal specialists to deliver solutions. The role requires sales, client management, and financial analysis skills, along with specific FINRA licenses. | — | 0 |
| GFX Sr. Business Financial Control Product Associate (CFO) This role is for a Sr. Business Financial Control Product Associate within Bank of America's CFO Group, focusing on financial reporting, analysis, and control for Global Banking and Markets Finance, specifically supporting trading desks in foreign exchange and other markets. The position requires a strong understanding of financial products, market risk, and regulatory requirements, with responsibilities including P&L and balance sheet analysis, financial planning, and ensuring the integrity of financial results. | — | 0 |
| Merrill Market Supervision Manager Manager responsible for delegated compliance, administrative, and business functions to support Merrill Wealth Management Market Executives. Focuses on influencing Financial Advisor business practices to minimize regulatory, financial, and reputational risks, ensuring compliance with firm and regulatory requirements, and coaching advisors. | — | 0 |
| Financial Solutions Advisor - San Joaquin Valley Area Financial Solutions Advisor responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. This includes building financial plans, recommending brokerage products, and making referrals to business partners. The role requires specific licenses and adherence to regulations like the SAFE Act. | — | 0 |
| Advisor Development Program - Downtown Lake Worth Financial Solutions Advisor Trainee: Financial Center - West Palm Beach, FL This is a trainee program for Financial Solutions Advisors at Merrill Wealth Management, a part of Bank of America. The role involves obtaining securities licenses, learning foundational advisor skills, building client relationships, and eventually delivering banking and investment solutions. It progresses through stages within the Advisor Development Program, aiming for a core Merrill Financial Advisor role. | — | 0 |
| Financial Solutions Advisor - Sarasota South Market 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 licenses such as Series 7 & 66 and experience in the investment and financial service industries. | — | 0 |
| Centralized Lending Specialist (Mortgage Loan Officer) - Charlotte, NC Centralized Lending Specialist (Mortgage Loan Officer) at Bank of America responsible for assisting clients with home financing, refinancing, and home equity lines of credit. This role involves analyzing financial goals, determining optimal lending products, submitting applications, gathering documentation, and communicating with clients throughout the mortgage loan process. It requires adherence to SAFE Act registration and compliance with federal and state regulations. | — | 0 |
| Financial Solutions Advisor - Columbia Metro 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 making referrals to business partners. The role requires specific licenses (Series 7 and 66) and experience in the investments and financial service industries. | — | 0 |
| Business Banking Relationship Manager - Palm Beach / Treasure Coast, FL This role is for a Business Banking Relationship Manager at Bank of America, focusing on providing financial solutions to small businesses, managing client relationships, and driving sales growth. It involves prospecting, identifying client needs, and referring specialized services. The role requires experience in consultative sales within financial services, the ability to interpret financial statements, and strong client management skills. | — | 0 |
| Financial Solutions Advisor - Greensboro 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 products, and triaging client leads. The role requires specific licenses (Series 7 & 66) and experience in the investments and financial service industries. | — | 0 |
| Financial Solutions Advisor - Greenville Market This role is a Financial Solutions Advisor at Bank of America, focusing on providing clients with financial advice and customized solutions to achieve their financial goals. Responsibilities include building financial plans, recommending brokerage and banking products, and referring clients to appropriate internal partners. The role requires specific licenses (Series 7 and 66) and experience in the investments and financial services industries, with a strong emphasis on sales and client relationship management. Compliance with SAFE Act registration is mandatory. | — | 0 |
| Financial Solutions Advisor - Coastal Carolinas This role is a Financial Solutions Advisor at Bank of America, focusing on providing financial advice and customized solutions to clients to help them achieve their financial goals. Responsibilities include building financial plans, recommending brokerage products, triaging client leads, 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 understanding and applying knowledge of investment products and services, and potentially residential mortgage loan origination with SAFE Act registration requirements. | — | 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 |
| Relationship Banker - Las Vegas North Relationship Banker role focused on client engagement, transaction processing, and identifying financial solutions within a regulated fintech environment. | — | 0 |
| Financial Solutions Advisor Registration Candidate- Saratoga-Monterey Market This role is for a Financial Solutions Advisor Stage I 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 banking and investment solutions. The role progresses through stages of development, with opportunities for advancement within the company. It requires registration under the SAFE Act and adherence to FDIC and FINRA regulations. | — | 0 |
| Relationship Banker - East Hampton Financial Center Relationship Banker role at Bank of America focused on client engagement, transaction processing, and connecting clients with financial solutions. Requires strong customer service, sales, and cash handling skills, with a focus on building client relationships and driving business growth within a financial center. | — | 0 |
| Financial Solutions Advisor Registration Candidate - Rhode Island Market 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, recommending products, and potentially originating residential mortgage loans, requiring SAFE Act registration. The role emphasizes client relationship building, financial planning with various investment products, and risk mitigation. | — | 0 |
| Senior Banker This role is for a Senior Banker at Bank of America, focusing on client relationship management, sales of financial products, and providing customer service within a financial center. It involves uncovering client needs, offering solutions, and connecting them to specialists, while adhering to operational processes and regulatory requirements. | — | 0 |
| Financial Solutions Advisor - Louisville 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 making referrals to business partners. It requires licensed professionals with experience in the investments and financial service industries. | — | 0 |
| Merrill Advisor Development Program - Financial Advisor: Buckeye & Associates 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 sales, client relationship management, and adherence to compliance procedures within the financial services industry. | — | 0 |
| Financial Solutions Advisor Registration Candidate - Heckle 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 to business partners, and recommending banking and investment products. The role requires obtaining industry licenses and applying knowledge of financial planning, investment management, and risk management within a regulated environment. | — | 0 |
| Global Research – Fixed Income Corporate Access This role supports the Fixed Income Research team by managing corporate access activities, including organizing non-deal roadshows, conferences, and field trips. It involves interfacing with corporate management, investors, and internal teams to facilitate access and marketing efforts. | — | 0 |
| Merrill Advisor Development Program - Financial Advisor: Houston Galleria Market This role is for a Financial Advisor within Merrill's Advisor Development Program. The primary focus is on developing client relationships, identifying financial needs, and recommending investment products and services. It involves sales, client management, and adherence to financial industry regulations and procedures. | — | 0 |
| Financial Solutions Advisor - Charlotte, NC This role is for a Financial Solutions Advisor at Bank of America. The primary responsibilities include providing financial advice, developing financial plans, recommending brokerage products, and managing client relationships to help them achieve their financial goals. The role requires specific licenses (Series 7 and 66) and experience in the investments and financial service industries. It also involves risk mitigation and compliance with regulations like the SAFE Act. | — | 0 |
| Financial Solutions Advisor - East Charlotte This role focuses on providing financial advice and solutions to clients, helping them achieve their financial goals through financial planning and recommending brokerage products. It involves client interaction, risk management, and adherence to regulatory requirements like the SAFE Act. | — | 0 |
| Advisor Development Program Financial Solutions Advisor Trainee Centralized: McAllen, TX This role is for a trainee Financial Solutions Advisor at Bank of America, focusing on developing client relationships and providing financial advice. The program includes obtaining securities licenses and learning foundational advisory skills. It is a client-facing role within the financial services industry. | — | 0 |
| Financial Solutions Advisor Registration Candidate- West Charlotte Market, (Bi-lingual Spanish Required) This role focuses on providing financial advice and solutions to clients to help them achieve their financial goals. Responsibilities include developing financial plans, recommending investment strategies, and identifying new clients. It requires obtaining industry licenses and managing client relationships in a fast-paced environment. | — | 0 |
| Senior Banker - Chinatown Financial Center - Bilingual Mandarin Required This role is for a Senior Banker at Bank of America, focusing on client relationship management, sales, and providing financial solutions to individual and small business clients. It requires bilingual Mandarin skills and involves serving as the primary point of contact for financial center clients, uncovering their needs, and offering appropriate banking products and services. The role emphasizes client care, self-service technology assistance, and adherence to regulatory requirements. | — | 0 |
| Analyst / Associate – Equity Research (Utilities & Renewable Energy) This role is for an Analyst/Associate in Equity Research focusing on the Utilities & Renewable Energy sector. Responsibilities include building and maintaining financial models, performing company and industry analysis, writing research reports, engaging with industry contacts and clients, and contributing to investment theses. Requires 1-3 years of relevant experience, strong financial modeling skills, and excellent communication. | — | 0 |
| Relationship Banker Relationship Banker at Bank of America responsible for engaging clients, assisting with transactions, and identifying financial solutions to meet their goals. This role focuses on client relationship building and driving the client experience within a financial center. | — | 0 |
| Wealth Strategist This role focuses on developing and implementing wealth transfer and estate planning strategies for ultra-high net worth (UHNW) individuals and families within Merrill Wealth Management. It involves partnering with financial advisors to provide objective insights and customized planning solutions, and may include authoring whitepapers and articles on relevant topics. | — | 0 |
| Financial Center Manager - Downtown Chicago Bank of America is seeking a Financial Center Manager in Chicago to oversee daily operations, manage employees, foster a client-centric and risk-aware culture, and help clients achieve financial goals. The role involves talent development, client engagement, business result management, and ensuring operational excellence. It requires leadership experience, strong client focus, problem-solving skills, and adherence to regulations. | — | 0 |
| Analyst/Associate: Equity Research – Telecommunication, Comm Infrastructure and Comm Software Equity Research Analyst/Associate role at Bank of America focusing on Telecommunications, Communications Infrastructure, and Communications Software. Responsibilities include financial modeling, valuation, report writing, industry analysis, and client interaction. Requires a Bachelor's degree, 2+ years of experience in investment banking/research, and strong Excel/Word skills. Understanding of economics, macro factors, regulatory, and emerging technology trends is necessary. | — | 0 |
| Relationship Banker - Emory Village Financial Center Relationship Banker at Bank of America focused on client engagement, transaction processing, and connecting clients with financial solutions to meet their goals. The role emphasizes building relationships, operational excellence, and adhering to risk and regulatory guidelines. | — | 0 |
| Financial Center Manager - Buckhead Crossing Financial Center Manages a financial center and its employees, focusing on business ownership, client-centricity, risk culture, operational excellence, and achieving financial goals. Responsibilities include talent development, client engagement, business results management, and driving operational excellence. | — | 0 |
| Merrill Advisor Development Program - Financial Advisor: Greater Denver 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 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 |
| Financial Center Manager - Gardenville Financial Center Manages a financial center and its employees, focusing on business ownership, client experience, operational excellence, and risk management within the fintech domain. This role involves talent development, client engagement, business results management, and fostering an inclusive team environment. It requires leadership experience, a strong work ethic, and the ability to manage operations and drive business outcomes. | — | 0 |
| Financial Center Manager - Mondawmin Financial Center Manages a financial center and its employees, focusing on business ownership, client-centricity, risk culture, operational excellence, and achieving client financial goals. Responsibilities include talent development, client management, business results, client experience, market initiatives, and operational engagement. Managerial duties cover opportunity & inclusion, process & data, enterprise communication, risk management, people management, financial stewardship, talent leadership, and driving business outcomes. Requires leadership experience, strong work ethic, client focus, collaboration, critical thinking, and adherence to regulations. Desired qualifications include financial services experience and bilingual skills. | — | 0 |
| Financial Solutions Advisor Registration Candidate - Port Orchard 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 licensing, then moving to a financial center to help clients with banking and investment solutions. It requires SAFE Act registration and involves client interaction, financial planning, and collaboration with other financial professionals. | — | 0 |
| Financial Solutions Advisor Registration Candidate - Lake Forest, 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 in client relationship management, financial advice, and solution delivery. The role progresses from training to working in a financial center, helping clients with banking and investment solutions. It emphasizes a consultative approach and building client portfolios. | — | 0 |
| Financial Center Manager - Easton Financial Center This role manages a financial center, focusing on business ownership, client experience, operational excellence, and team development. It involves managing employees, client traffic, business results, and ensuring adherence to risk and regulatory guidelines within the financial services industry. | — | 0 |