Teams at Bank of America

Provide comprehensive financial advice and customized investment solutions to clients. Triage leads, build financial plans, recommend brokerage products, make referrals to internal partners, identify new clients, and ensure regulatory compliance including SAFE Act registration when applicable.

Develop and manage a book of business for high-net-worth clients by sourcing prospects, delivering customized investment recommendations, conducting KYC and account openings, documenting interactions in Salesforce, collaborating with specialists, and meeting performance and training requirements within Merrill's Advisor Development Program.

Acquires and retains high-net-worth clients, deepens relationships, and leads client teams in delivering integrated private banking solutions. Advises clients on wealth structuring, credit, banking, and asset management while developing internal and external referral networks. Drives business development, client engagement, negotiations, and adoption of digital capabilities. The role may originate residential mortgages and requires applicable SAFE Act registration and securities licenses.