Towson, Maryland, United States · Hybrid
$75k–$90k/yr
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Account Management, Advisory, Client Experience, Customer and Client Focus, Oral Communications
Santa Barbara, California, United States · On-site
$80k–$90k/yr
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of t…
Skills: Business Acumen, Business Development, Oral Communications, Prospecting, Wealth Planning
Santa Barbara, California, United States · On-site
$80k–$90k/yr
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of t…
Skills: Business Acumen, Business Development, Oral Communications, Prospecting, Wealth Planning
Livonia, Michigan, United States · Hybrid
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Account Management, Advisory, Client Experience, Branding, Customer and Client Focus
Charlotte, North Carolina, United States · Hybrid
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Business Development, Client Management, Customer And Client Focus, Networking, Presentation Skills
Livonia, Michigan, United States · On-site
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Account Management, Advisory, Client Experience, Branding, Customer and Client Focus
Chandler, Arizona, United States · Hybrid
$90k–$125k/yr
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of t…
Skills: Mortgage Lending Credit, Risk Assessment, Customer Focus, Attention To Detail, Collaboration
New York, New York, United States · Hybrid
$163k–$249k/yr
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Credit Risk Management, Credit Analytical Skills, Project Management, Problem Solving, Stakeholder Management
Charlotte, North Carolina, United States · Hybrid
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Business Development, Client Management, Customer And Client Focus, Networking, Presentation Skills
San Antonio, Texas, United States · Hybrid
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Client Experience Branding, Client Management, Client Solutions Advisory, Customer and Client Focus, Pipeline Management
Richmond, Virginia, United States · On-site
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Account Management, Customer And Client Focus, Oral Communications, Risk Management, Written Communications
Jacksonville, Florida, United States · Hybrid
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Sql, Python, Sas, Fraud Detection, Data Mining
Chandler, Arizona, United States · Hybrid
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Mobile Device Management, Windows Server Administration, Blackberry UEM, Microsoft Intune, Analytical Thinking
Lake Worth, Texas, United States · On-site
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Adaptability, Business Acumen, Customer and Client Focus, Oral Communications, Problem Solving
New York, New York, United States · On-site
$130k–$225k/yr
Job Description: This job is responsible for assisting with the recommendation process related to the buying, selling, or holding of financial securities and/or studying the role of government in the economy. Key respons…
Skills: Financial Modeling, Equity Research, Valuation, Financial Analysis, Investment Banking
Lake Worth, Texas, United States · On-site
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Adaptability, Business Acumen, Customer and Client Focus, Oral Communications, Problem Solving
Charlotte, North Carolina, United States · Hybrid
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Analytical Thinking, Financial Analysis, Financial Forecasting and Modeling, Profitability Analysis, Research Analysis
Hanover, Lower Saxony, Germany · Hybrid
$28/hr–$33/hr
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Client Experience Branding, Client Solutions Advisory, Investment Management, Pipeline Management, Referral Management
Jacksonville, Florida, United States · Hybrid
$88k–$133k/yr
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Account Management, Attention To Detail, Interpret Relevant Laws, Policies And Procedures, Management
Charlotte, North Carolina, United States · Hybrid
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Red Hat Enterprise Linux, Ansible, BladeLogic, Shell Scripting, Hadoop
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Manage a book of high-net-worth, self-directed clients as the primary point of contact for complex trading and servicing needs. Drive asset growth and expand client relationships through product penetration and a client-focused approach.
Requires 3-5 years of investment, trading, and brokerage experience with expertise in options, fixed income, and margin. Must hold Series 7 and 66 licenses and be eligible for SAFE Act registration.
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
This role is responsible for helping clients with complex trading, servicing and relationship needs. Key responsibilities include managing a book of high-net-worth, self-directed clients, serving as their primary point of contact for all trading needs, operating autonomously to constantly search for opportunities to enhance client delight and advancing our standing as the client's sole financial institution. Licensing requirements are as follows: Series 7 and 66 or their equivalent. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
Required Qualifications:
For internal employees; participation in a work from home posture does not make you ineligible to post
Desired Qualifications:
Pay Transparency details
US - MD - Hunt Valley - 11333 MCCORMICK RD - HUNT VALLEY (MD5031)Pay and benefits informationPay range$75,000.00 - $90,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligibleThis role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee’s performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading. This LinkedIn company page is moderated. For more information, please visit: https://bit.ly/32FDdQr. For account issues, please visit: https://bit.ly/2GeTIeP.
Offices: 100 North Tryon Street, Charlotte, NC 28202, US · 16001 Dallas Pkwy, Addison, TX 75001, US · 3123 N Scottsdale Rd, Scottsdale, AZ 85251, US · 135 S La Salle St, Chicago, IL 60603, US · 500 W 7th St, Fort Worth, TX 76102, US
Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading. This LinkedIn company page is moderated. For more information, please visit: https://bit.ly/32FDdQr. For account issues, please visit: https://bit.ly/2GeTIeP.
Offices: 100 North Tryon Street, Charlotte, NC 28202, US · 16001 Dallas Pkwy, Addison, TX 75001, US · 3123 N Scottsdale Rd, Scottsdale, AZ 85251, US · 135 S La Salle St, Chicago, IL 60603, US · 500 W 7th St, Fort Worth, TX 76102, US
