Livingston, New Jersey, United States · On-site
$70k–$80k/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. Responsible Growth is how we run our company and how we deliver for our cl…
Skills: Advisory, Account Management, Client Experience Branding, Customer and Client Focus, Oral Communications
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: Client Management, Client Solutions Advisory, Prospecting, Relationship Building, Risk Management
New York, New York, United States · Hybrid
$26/hr–$45/hr
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: Account Management, Client Management, Customer and Client Focus, Issue Management, Oral Communications
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: Client Management, Client Solutions Advisory, Prospecting, Relationship Building, Risk Management
Pennington, Alabama, United States · Hybrid
$110k–$160k/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: Project Management, Change Management, Quality Assurance, Business Process Analysis, Relationship Management
Emeryville, California, United States · On-site
$77k–$109k/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: Coaching, Customer Service Management, Customer and Client Focus, Performance Management, Talent Development
New York, New York, United States · On-site
$25/hr–$52/hr
Job Description: This role provides high‑level administrative support in a fast‑paced, dynamic environment. It requires strong communication and customer service skills, advanced proficiency with Microsoft Office applica…
Skills: Calendar Management, Travel Coordination, Expense Reporting, Microsoft Outlook, Microsoft Word
New York, New York, United States · On-site
$25/hr–$52/hr
Job Description: This role provides high‑level administrative support in a fast‑paced, dynamic environment. It requires strong communication and customer service skills, advanced proficiency with Microsoft Office applica…
Skills: Calendar Management, Travel Coordination, Expense Reporting, Microsoft Office, Executive Support
Livingston, New Jersey, United States · Hybrid
$70k–$80k/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. Responsible Growth is how we run our company and how we deliver for our cl…
Skills: Advisory, Account Management, Client Experience Branding, Customer and Client Focus, Oral Communications
Lutherville Timonium, Maryland, United States · On-site
$74k–$107k/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: Coaching, Customer Service Management, Customer and Client Focus, Performance Management, Talent Development
Gaithersburg, Maryland, United States · Hybrid
$70k–$80k/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, Branding, Customer And Client Focus
Issaquah, Washington, United States · On-site
$25/hr–$26/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: Adaptability, Business Acumen, Customer and Client Focus, Oral Communications, Problem Solving
Freeport, Texas, United States · On-site
$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
Forest Hill, Texas, United States · On-site
$74k–$107k/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: Coaching, Customer Service Management, Customer and Client Focus, Performance Management, Talent Development
Issaquah, Washington, United States · On-site
$25/hr–$26/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: Adaptability, Business Acumen, Customer and Client Focus, Oral Communications, Problem Solving
Atlanta, Georgia, United States · Hybrid
$98k–$134k/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: Attention To Detail, Business Analytics, Business Intelligence, Data And Trend Analysis, Reporting
Mill Valley, California, United States · On-site
$28/hr–$33/hr
Job Description: The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we …
Skills: Client Experience Branding, Client Solutions Advisory, Investment Management, Pipeline Management, Referral Management
Gaithersburg, Maryland, United States · Hybrid
$70k–$80k/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, Branding, Customer and Client Focus
Freeport, Texas, United States · On-site
$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
Philadelphia, Pennsylvania, 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
Livingston, New Jersey, United States • On-site
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Provide comprehensive financial advice and customized solutions to help clients achieve their financial goals. Key tasks include building financial plans, recommending brokerage products, and triaging client leads to internal partners.
Candidates must hold Series 7 and 66 licenses and have at least one year of experience in the investments and financial services industry. A high school diploma or equivalent is the minimum education requirement.
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver 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 an 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!
Job Description: This job is 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 based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. 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 this position requires SAFE Act registration, employees are 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.
High School Diploma / GED / Secondary School or equivalent
Pay Transparency details
US - NJ - Livingston - 554 S Livingston Ave - Livingston - Northfield (NJ7201)Pay and benefits informationPay range$70,000.00 - $80,000.00 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
