Finance Advisor jobs at Cadence Bank - 188 jobs

Houston, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (****************************************************************************************** **:** 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. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! **Job Description:** This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals. Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. Job expectations include ensuring retention of clients. 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. **Responsibilities:** + Leads the Client Process Management Process within the client team to identify new business development opportunities + Sources new clients in alignment with the bank's established risk appetite + Leads the client team to deliver meaningful interactions and a Branded Client Experience + Develops an in-depth understanding of clients' needs, preferences, and overall wealth strategy, being responsive to changes in the business environment and/or with client needs + Advocates for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management + Encourages use and adoption of digital capabilities to enhance the client and client team experience + Builds relationships with internal and external partners and centers of influence **Required skills:** + 10+ years of private banking or complex financial services experience ORequivalent financial services/business experience + Responsible for driving new business development for target client segment ($3MM++ investable assets) + Present to clients a holistic approach, leveraging the entire Private Bank platform + A high touch, client-focused individual with exceptional interpersonal skills + A leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment of the client + Ability to influence; proactively asks for and closes business + Solutions oriented; sales and financial aptitude a must + Must be a skilled negotiator + Ability to work and identify the need for team specialists; collaborate closely with other team members + Takes on a leadership role on the team and within the business community + Series 7, 63 and 65 (or Series 7 and 66) required (may gain licenses after start - unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date) **Desired skills:** + MBA or Post-Graduate Degree preferred + CFP, CPA, CFA, CTFA, CFM or JD a significant plus **Skills:** + Business Development + Client Management + Client Solutions Advisory + Prospecting + Wealth Planning + Analytical Thinking + Oral Communications + Referral Management + Relationship Building + Risk Management + Active Listening + Attention to Detail + Collaboration + Decision Making + Loan Structuring **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Dallas, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (******************************************************************************************** **:** This role is responsible for new client acquisition, deepening client relationships and building upon an internal and external network to achieve business development goals. The Private Client Advisor leads the client management process (CMP) and partners across the enterprise to provide a branded client experience (BCE), including access to the full array of Private Bank and Bank of America capabilities and services, to meet specific client needs. Retention of clients is also critical to the Private Client Advisor role. 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. 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. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: This role is responsible for new client acquisition, deepening client relationships and building upon an internal and external network to achieve business development goals. The Private Client Advisor leads the client management process (CMP) and partners across the enterprise to provide a branded client experience (BCE), including access to the full array of Private Bank and Bank of America capabilities and services, to meet specific client needs. Retention of clients is also critical to the Private Client Advisor role. 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: - Leads the CMP (client management process) within the client team to identify new business development opportunities - Sources new clients in alignment with established risk appetite - Leads the client team to deliver meaningful interactions and a branded client experience - Develops an in-depth understanding of clients' needs, preferences and overall wealth strategy; being responsive to changes in the business environment and/or with client needs - Advocates for clients and prospects as their trusted advisor providing integrated recommendations including wealth structuring, credit facilities, banking and asset management - Encourages use and adoption of digital capabilities to enhance the client and client team experience - Builds relationships with internal and external partners and centers of influence Required skills: - 12+ years of private banking or complex financial services experience OR minimal equivalent of a bachelor degree - Responsible for driving new business development for target client segment ($3MM++ investable assets) - Present to clients a holistic approach, leveraging the entire Private Bank platform - A high touch, client-focused individual with exceptional interpersonal skills - A leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment of the client - Ability to influence; proactively asks for and closes business - Solutions oriented; sales and financial aptitude a must - Must be a skilled negotiator - Ability to work and identify the need for team specialists; collaborate closely with other team members - Takes on a leadership role on the team and within the business community - Series 7, 63 and 65 (or Series 7 and 66) required (may gain licenses after start - unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date) Desired skills: - MBA or Post-Graduate Degree preferred - CFP, CPA, CFA, CTFA, CFM or JD a significant plus Skills Used in this Role: - Business development - Prospecting and Qualification - Oral Communication - Investment Products and Solutions - Client team management - Influencing - Consulting - Problem Solving - Investment Products and Solutions - Advisory Sales - Pipeline management - Active Listening - Collaboration - Transitioning client conversations **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

This role is responsible for new client acquisition, deepening client relationships and building upon an internal and external network to achieve business development goals. The Private Client Advisor leads the client management process (CMP) and partners across the enterprise to provide a branded client experience (BCE), including access to the full array of Private Bank and Bank of America capabilities and services, to meet specific client needs. Retention of clients is also critical to the Private Client Advisor role. 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. 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. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: This role is responsible for new client acquisition, deepening client relationships and building upon an internal and external network to achieve business development goals. The Private Client Advisor leads the client management process (CMP) and partners across the enterprise to provide a branded client experience (BCE), including access to the full array of Private Bank and Bank of America capabilities and services, to meet specific client needs. Retention of clients is also critical to the Private Client Advisor role. 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: Leads the CMP (client management process) within the client team to identify new business development opportunities Sources new clients in alignment with established risk appetite Leads the client team to deliver meaningful interactions and a branded client experience Develops an in-depth understanding of clients' needs, preferences and overall wealth strategy; being responsive to changes in the business environment and/or with client needs Advocates for clients and prospects as their trusted advisor providing integrated recommendations including wealth structuring, credit facilities, banking and asset management Encourages use and adoption of digital capabilities to enhance the client and client team experience Builds relationships with internal and external partners and centers of influence Required skills: 12+ years of private banking or complex financial services experience OR minimal equivalent of a bachelor degree Responsible for driving new business development for target client segment ($3MM++ investable assets) Present to clients a holistic approach, leveraging the entire Private Bank platform A high touch, client-focused individual with exceptional interpersonal skills A leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment of the client Ability to influence; proactively asks for and closes business Solutions oriented; sales and financial aptitude a must Must be a skilled negotiator Ability to work and identify the need for team specialists; collaborate closely with other team members Takes on a leadership role on the team and within the business community Series 7, 63 and 65 (or Series 7 and 66) required (may gain licenses after start - unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date) Desired skills: * MBA or Post-Graduate Degree preferred * CFP, CPA, CFA, CTFA, CFM or JD a significant plus Skills Used in this Role: Business development Prospecting and Qualification Oral Communication Investment Products and Solutions Client team management Influencing Consulting Problem Solving Investment Products and Solutions Advisory Sales Pipeline management Active Listening Collaboration Transitioning client conversations Shift: 1st shift (United States of America) Hours Per Week: 40

*ABOUT US* RBC Rochdale partners with financial advisors and their high-net-worth clients to build intelligently personalized investment portfolios. RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-term goals. RBC Rochdale, LLC is an SEC-registered investment adviser and wholly-owned subsidiary of City National Bank. *INVESTMENT CONSULTANT - Remote based in TX* WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Royal Bank of Canada (RBC) Rochdale and to communicate and meet high net worth investors who have expressed an interest in RBC Rochdale investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting firms, and estate planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is based on the acquisition of new assets under management. WHAT WILL YOU DO? * Develop and implement programs designed to increase the quality and quantity of Independent Financial Advisors, accounting and law firms referring clients to RBC Rochdale. * Ensure that Independent Financial Advisors are kept abreast of firm and industry developments. * Ensure that the transition from the sales process to portfolio management is smooth and accurate. * Facilitate the new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. * Communicate regularly with centers of influence to ensure that products and services are meeting their needs, expectations and specifications. * Facilitate and conduct individual meetings and presentations in assigned territory. * Generate new assets to the firm using a highly professional consultative sales approach. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree * Minimum 5 years of financial experience preferably in Investment Management * 2 years of experience in the High Net Worth or Ultra High Net Market markets * 2 + years delivering formal client presentations * FINRA Series 7 and 63 or 66 licenses * Ability to travel 40-50% of the time *Additional Qualifications* * CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder) * Highly competitive and goal-oriented * A focus on sales and new business development * Masters Degree preferred * Working knowledge of portfolio management, including knowledge of investment techniques and asset allocation, investment research, capital market behaviors, and financial instruments generally acquired through years of investment and /or HNW related experience. * Experience in the High Net Worth or Ultra High Net Market markets * Working knowledge of financial planning, investment and/or HNW economic issues (aka "continual learner") and the ability to apply principal techniques of portfolio management, along with excellent communication skills to effectively interface with clients and investment colleagues. * Prior success in the HNW or UHNW market * Excellent communication skills * Self-motivated and self-disciplined * Strategic thinker, able to assess and recommend a course of action * Highest level of both personal and professional demeanor and ethical behavior *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $101,231 - $172,355 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. \#LI-DN1 \#CA-DN1

It's about helping others establish a financial foundation and build their dreams. Are you passionate about teaching others the basics of financial planning and making a positive difference in their lives? Do you have a proven track record of solving customers' complex problems and delivering next-level customer experience to everyone you meet? At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services. Who you are: As a Financial Advisor II, you will work with our clients to help them develop financial plans, provide sound financial advice, and proactively market Frost Banking and Brokerage products and services. More than that, this role is about building relationships and doing it your way. Here, you'll have the freedom and flexibility to focus on the parts of the business that you enjoy (such as retirement planning, investments, etc.), and you'll get to know our clients and their families on a deeper level, so you can help them reach their financial goals. What you'll do: Build strong relationships with Frost customers by meeting with them regularly to provide top-tier levels of support and financial advice Actively develop new business while also managing and maintaining existing client relationships Analyze financial data to provide modification recommendations based on client risk tolerance, goals, objectives, and preferences Provide customers with complex financial planning services, such as cash flow modeling, retirement planning, and education funding Collaborate with attorneys and accountants regarding estate, gift, and income tax planning Market investment products and services to new and existing Frost Bank and Frost Brokerage clients What you'll need: Bachelor's degree in business, economics, or related discipline or 5+ years of related experience FINRA Series 7, 63, and 65 licenses or FINRA Series 7 and 66 licenses or the ability to obtain them within 120 days of hire General lines agent license: Life, accident, health, and HMO insurance or the ability to obtain it within 90 days of hire Proficiency in Microsoft applications Excellent written and verbal communication skills Strong organizational and time-management skills and can adapt quickly to fast-paced environments Additional Preferred Skills: 5+ years of investment-related sales experience with portfolio management, security analysis, and client interaction experience Certified Financial Planner, Certified Wealth Strategist, or other designations such as Certified Public Accountant, Chartered Financial Analyst, Certified Investment Management Analyst, or Certified Trust and Fiduciary Advisor Master's degree in business, economics, or related discipline Frost Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.

It's about helping others establish a financial foundation and build their dreams. Are you passionate about teaching others the basics of financial planning and making a positive difference in their lives? Do you have a proven track record of solving customers' complex problems and delivering next-level customer experience to everyone you meet? At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services. Who you are: As a Financial Advisor II, you will work with our clients to help them develop financial plans, provide sound financial advice, and proactively market Frost Banking and Brokerage products and services. More than that, this role is about building relationships and doing it your way. Here, you'll have the freedom and flexibility to focus on the parts of the business that you enjoy (such as retirement planning, investments, etc.), and you'll get to know our clients and their families on a deeper level, so you can help them reach their financial goals. What you'll do: Build strong relationships with Frost customers by meeting with them regularly to provide top-tier levels of support and financial advice Actively develop new business while also managing and maintaining existing client relationships Analyze financial data to provide modification recommendations based on client risk tolerance, goals, objectives, and preferences Provide customers with complex financial planning services, such as cash flow modeling, retirement planning, and education funding Collaborate with attorneys and accountants regarding estate, gift, and income tax planning Market investment products and services to new and existing Frost Bank and Frost Brokerage clients What you'll need: Bachelor's degree in business, economics, or related discipline or 5+ years of related experience FINRA Series 7, 63, and 65 licenses or FINRA Series 7 and 66 licenses or the ability to obtain them within 120 days of hire General lines agent license: Life, accident, health, and HMO insurance or the ability to obtain it within 90 days of hire Proficiency in Microsoft applications Excellent written and verbal communication skills Strong organizational and time-management skills and can adapt quickly to fast-paced environments Additional Preferred Skills: 5+ years of investment-related sales experience with portfolio management, security analysis, and client interaction experience Certified Financial Planner, Certified Wealth Strategist, or other designations such as Certified Public Accountant, Chartered Financial Analyst, Certified Investment Management Analyst, or Certified Trust and Fiduciary Advisor Master's degree in business, economics, or related discipline Frost Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.

It's about helping others establish a financial foundation and build their dreams. Are you passionate about teaching others the basics of financial planning and making a positive difference in their lives? Do you have a proven track record of solving customers' complex problems and delivering next-level customer experience to everyone you meet? At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services. Who you are: As a Financial Advisor I, you will work with our clients to help them develop financial plans, provide sound financial advice, and proactively market Frost Banking and Brokerage products and services. More than that, this role is about building relationships and doing it your way. Here, you'll have the freedom and flexibility to focus on the parts of the business that you enjoy (such as retirement planning, investments, etc.), and you'll get to know our clients and their families on a deeper level, so you can help them reach their financial goals. What you'll do: Build strong relationships with Frost customers by meeting with them regularly to provide top-tier levels of support and financial advice Actively develop new business while also managing and maintaining existing client relationships Analyze financial data to provide modification recommendations based on client risk tolerance, goals, objectives, and preferences Provide customers with complex financial planning services, such as cash flow modeling, retirement planning, and education funding Collaborate with attorneys and accountants regarding estate, gift, and income tax planning Market investment products and services to new and existing Frost Bank and Frost Brokerage clients What you'll need: Bachelor's Degree in Business, Economics, or related discipline; or, 5+ years related experience FINRA Series 7, 63, and 65 licenses; or, FINRA Series 7 and 66 licenses (or ability to obtain within 120 days of hire) General Lines Agent License: Life, Accident, Health, and HMO Insurance or the ability to obtain within 90 days Proficient in Microsoft computer applications Excellent written and verbal communication skills Strong organization skills and time management ability Additional Preferred Skills: 3+ years investment related sales experience, with portfolio management, security analysis, and client interaction experience Certified Financial Planner, Certified Wealth Strategist, or other designation such as CPA, CFA, CIMA, or CTFA Master's Degree in Business, Economics, or related discipline Frost Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.

It's about helping others establish a financial foundation and build their dreams. Are you passionate about teaching others the basics of financial planning and making a positive difference in their lives? Do you have a proven track record of solving customers' complex problems and delivering next-level customer experience to everyone you meet? At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services. Who you are: As a Financial Advisor II, you will work with our clients to help them develop financial plans, provide sound financial advice, and proactively market Frost Banking and Brokerage products and services. More than that, this role is about building relationships and doing it your way. Here, you'll have the freedom and flexibility to focus on the parts of the business that you enjoy (such as retirement planning, investments, etc.), and you'll get to know our clients and their families on a deeper level, so you can help them reach their financial goals. What you'll do: Build strong relationships with Frost customers by meeting with them regularly to provide top-tier levels of support and financial advice Actively develop new business while also managing and maintaining existing client relationships Analyze financial data to provide modification recommendations based on client risk tolerance, goals, objectives, and preferences Provide customers with complex financial planning services, such as cash flow modeling, retirement planning, and education funding Collaborate with attorneys and accountants regarding estate, gift, and income tax planning Market investment products and services to new and existing Frost Bank and Frost Brokerage clients What you'll need: Bachelor's degree in business, economics, or related discipline or 5+ years of related experience FINRA Series 7, 63, and 65 licenses or FINRA Series 7 and 66 licenses or the ability to obtain them within 120 days of hire General lines agent license: Life, accident, health, and HMO insurance or the ability to obtain it within 90 days of hire Proficiency in Microsoft applications Excellent written and verbal communication skills Strong organizational and time-management skills and can adapt quickly to fast-paced environments Additional Preferred Skills: 5+ years of investment-related sales experience with portfolio management, security analysis, and client interaction experience Certified Financial Planner, Certified Wealth Strategist, or other designations such as Certified Public Accountant, Chartered Financial Analyst, Certified Investment Management Analyst, or Certified Trust and Fiduciary Advisor Master's degree in business, economics, or related discipline Frost Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost. #LI-DW1

We believe Bank of America can do more for our clients than any other financial services firm. We understand the challenges our clients face around the world, and we use the full resources of our company to help them achieve their goals. Our solutions span the complete range of advisory, capital raising, banking, treasury and liquidity, sales and trading, and research capabilities. Our Global Corporate & Investment Banking business focuses on building long-term relationships with more than 3,000 large U.S. and multinational corporations, financial institutions and financial sponsors. We provide strong advisory expertise, capitalizing on powerful mergers and acquisitions, corporate banking, treasury, debt and equity product expertise to deliver integrated financial solutions. Within a focused industry or product group, summer analysts help orchestrate capital raising and strategic advisory transactions. Our Summer Analyst program is designed to offer you a broad and exciting experience of work as a full time Investment Banking analyst. During the summer you will be placed within one of our industry, country or product coverage teams. Your training and development is our top priority with extensive formal training offered at the start of the program in addition to on the job support, educational speaker events and mentorship throughout. As a summer analyst, your key tasks and responsibilities may include but are not limited to: * Developing and maintaining complex financial models * Performing various financial analyses, including valuations and merger consequences * Conducting comprehensive and in-depth company and industry research * Preparation of presentation and other materials for clients * Participation in due diligence sessions, communication and interaction with deal team members * Management of several projects at once and work effectively as an individual and as part of a team Qualifications * Candidates are required to be pursuing a bachelor's degree or a bachelor's direct to master's degree from an accredited college or university with a graduation time frame between November 2027 and August 2028 * Must demonstrate a track record of superior performance in extracurricular and professional activities * 3.5 minimum GPA preferred * Must have a combination of strong quantitative/analytical skills, attention to detail and client focus * Strategic and creative thinking; distinguished written and oral communications skills * Assertiveness, initiative, leadership, strong work ethic, team focus * Ability to learn quickly and take on new responsibilities * Dedication to building a career in the investment banking industry (If you are interested in Leveraged Finance New York please apply to the Investment Banking Summer Analyst Program to be considered. If you are interested in Leveraged Finance Charlotte please apply to the Capital Markets Summer Analyst Program to be considered.) Bank of America does not complete third party forms from colleges, universities, or other parties. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC, FINRA

San Antonio, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (********************************************************************************************************** **:** 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 the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill 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 Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. **Job Description:** This job is responsible for performing specialized functions across a Financial Advisors (FAs) team, such as defining an FA's or FA team's overall investment management philosophy through portfolio analysis and performing business management and business development activities. Key responsibilities include providing operational support and quality client service through offering a full range of investment products and services across the enterprise. Job expectations include leveraging specialists and financial planning tools to deliver holistic investment solutions. 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. **Responsibilities:** + Maintains an understanding of the Chief Investment Office (CIO) philosophy, proprietary planning, and investment management tools + Monitors, analyzes, and reviews the current market environment and research portfolio recommendations + Monitors and manages client portfolios to align with client goals, objectives, risk tolerance, and time horizons + Reviews and manages team proprietary models to align with current market assumptions by participating in CIO and manager updates and reviewing reports and allocation updates + Creates analytical reports for Financial Advisors to review client investment portfolio performances against market returns + Assesses and shares pricing findings with clients to ensure understanding of the value of advice and accompanying solutions **Skills:** + Causation Analysis + Financial Management + Investment Management + Trading Strategy + Trading and Investment Analysis + Portfolio Analysis + Portfolio Management + Price Verification and Valuation + Trade Monitoring + Trading + Client Investments Management + Client Solutions Advisory + Financial Analysis + Financial Forecasting and Modeling + Wealth Planning **Required Qualifications:** + Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support + SAFE Act Registration; ADV-2B Required + Maintain at least one firm approved designation + Possess and demonstrate strong communication skills + Thorough knowledge and understanding of the suite of Wealth Management products and services + Strong analytical and portfolio management skills with the ability to identify trends and implement investment strategies to increase growth and mitigate risk + Ability to make sound decisions by having a deep understanding of investment management best practices and policies/procedures + Ability to identify client needs and concerns and articulate appropriate approach to align solutions to goals in a suitable and controlled way **Desired Qualifications:** + CFA designation **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

It's about supporting people, our people. Are you known as an organized individual? Do you enjoy working independently and with a team? Do you find yourself creating a task list daily? If so, then the Financial Advisor Assistant role may be right for you! At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's 155-year legacy of providing unparalleled banking services. Who you are: As a Financial Advisor Assistant, you provide support to financial advisors and other employees by handling a variety of tasks to ensure that all interactions between the organization and others are positive and efficient. You enjoy working cross-functionally with other lines of business in the organization and you take this as an opportunity to build long lasting relationships with all individuals in the organization. You have the ability to prioritize projects, resolve problems, and pay attention to detail. Most importantly, this role is about building trust through every interaction and doing it with integrity, caring and excellence in mind. What you'll do: Initiate and follow up on new and closing account transfers to and from other institutions to maintain constant and clear communication Follow up on solicitations for purchase of mutual funds, stocks, bonds, and other assets to track the execution of different purchases Assist Financial Advisor IIs in opening and transferring accounts for new and existing clients to streamline departmental processes and to create an exceptional customer experience Participate in daily workflow of account administration to ensure that schedules are met and all questions are answered Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes What you'll need: Demonstrated customer service skills Excellent written and verbal communication skills Proficiency in Microsoft computer applications Additional Preferred Skills: Have an active FINRA in Series 7 and Series 63 and 65 or 66 or ability to obtain within 90 days Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.

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 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: Bank of America Merrill Alternative Investments is seeking an experienced sales professional to join the Alternative Investments Specialist organization supporting the Private Bank. The position will primarily be focused on the sales, marketing and education of hedge funds, private equity offerings and real asset solutions available on the Alternative Investments platform to Portfolio Managers within Bank of America Private Bank. The position will also be responsible for servicing existing client assets and assisting with the prospecting of ultra-high-net-worth and institutional investors. Responsibilities: Developing a comprehensive and in-depth understanding of the Bank of America Private Bank portfolio construction process with respect to alternative investments, including hedge funds, private equity, and real assets. * Creating and executing a business strategy that allows the candidate to work independently in the territory alongside local Private Bank market leadership. The business strategy will also include working closely with other members of the Alternative Investments Sales Team, home office leadership, and select third-party product partners to cultivate and grow future Alts business prospects. * Providing proactive and solutions-oriented feedback based on interactions with internal operations, marketing, product origination, risk, legal and compliance partners to enhance the overall client and PM experience. * Staying current on trends impacting both the broader financial markets and alternative investment strategies in order to educate our clients and Private Bank PMs on underlying manager performance attribution and the importance of diversification. Qualifications: * 8+ years of financial services product and/or sales experience * Knowledge of alternative investment products * Travel throughout coverage area (3-4 days a week) * Strong oral and written communication skills * Self-motivated individual with a passion for alternative investments * Undergraduate degree in Finance, Marketing or Business Administration (CFA, CAIA or MBA a plus) is preferred * Series 7 & 66 preferred at time of hire or must be able to obtain within 120 days of start date Skills: * Client Management * Client Solutions Advisory * Customer and Client Focus * Pipeline Management * Relationship Building * Collaboration * Presentation Skills * Prospecting * Referral Management * Wealth Planning * Referral Identification Shift: 1st shift (United States of America) Hours Per Week: 40

Atlanta, Georgia;Dallas, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (******************************************************************************************************************************** **:** 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 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:** Bank of America Merrill Alternative Investments is seeking an experienced sales professional to join the Alternative Investments Specialist organization supporting the Private Bank. The position will primarily be focused on the sales, marketing and education of hedge funds, private equity offerings and real asset solutions available on the Alternative Investments platform to Portfolio Managers within Bank of America Private Bank. The position will also be responsible for servicing existing client assets and assisting with the prospecting of ultra-high-net-worth and institutional investors. **Responsibilities:** Developing a comprehensive and in-depth understanding of the Bank of America Private Bank portfolio construction process with respect to alternative investments, including hedge funds, private equity, and real assets. + Creating and executing a business strategy that allows the candidate to work independently in the territory alongside local Private Bank market leadership. The business strategy will also include working closely with other members of the Alternative Investments Sales Team, home office leadership, and select third-party product partners to cultivate and grow future Alts business prospects. + Providing proactive and solutions-oriented feedback based on interactions with internal operations, marketing, product origination, risk, legal and compliance partners to enhance the overall client and PM experience. + Staying current on trends impacting both the broader financial markets and alternative investment strategies in order to educate our clients and Private Bank PMs on underlying manager performance attribution and the importance of diversification. **Qualifications:** + 8+ years of financial services product and/or sales experience + Knowledge of alternative investment products + Travel throughout coverage area (3-4 days a week) + Strong oral and written communication skills + Self-motivated individual with a passion for alternative investments + Undergraduate degree in Finance, Marketing or Business Administration (CFA, CAIA or MBA a plus) is preferred + Series 7 & 66 preferred at time of hire or must be able to obtain within 120 days of start date **Skills:** + Client Management + Client Solutions Advisory + Customer and Client Focus + Pipeline Management + Relationship Building + Collaboration + Presentation Skills + Prospecting + Referral Management + Wealth Planning + Referral Identification **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Frisco, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (************************************************************************************************************* **:** 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 a diverse and 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. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** The Divisional Managed Investment Consultant provides advice and guidance to Financial Advisors, Client Associates, and Advisory Leadership to help identify appropriate and suitable IAP (platforms/strategies) for the Firm's clients. Advice and guidance are informed by our Chief Investment Office around portfolio construction, investment/manager selection, asset allocation, and best practices for integrating our managed asset platform into various financial advisor business models. **Job Responsibilities:** Responsibilities include (but are not limited to) the following: + Advice and guidance is informed by our Chief Investment Office that revolves around portfolio construction, investment/manager selection, asset allocation and best practices for creating a practices centered on investment advisory business. + The Divisional Managed Investment Consultant is focused on supporting the advisors in their respective divisions to drive sales growth through in-person meetings, virtual and phone interactions. They should think independently, develop and execute strategies to achieve their growth goals for their respective territories. + The Divisional Managed Investment Consultant shall partner with their coverage team potentially consisting of their Divisional Managed Investment Consultant Analyst and other specialists with the Investment Solutions Group to collaborate and bring holistic advice and guidance to their advisors. **Qualifications:** + 10+ years experience in financial services industry + 10 years sales experience + Knowledge of professionally managed investment products and/or investment advisory business preferred + Deep subject matter expertise on the Firm's high-conviction investment offerings, including our Firm Discretionary solutions preferred + Ability to work under pressure, meet deadlines and meet clearly defined measurements + Strong communication, interaction and presentation skills required + Self-motivated, adaptive, positive attitude and high energy are a must + Must display a passion for achieving aggressive goals in innovative and highly professional way + Bachelor's degree or equivalent experience + Series 7 and 63/65 or 66 preferred at time of hire, or must be able to obtain within 120 days of start date. **Skills:** + Executive Presence + Portfolio Analysis + Portfolio Management + Research Analysis + Wealth Planning + Active Listening + Adaptability + Product Marketing and Branding + Sales Strategy + Trading and Investment Analysis + Coaching + Collaboration + Customer and Client Focus + Influence + Process Simplification **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

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 a diverse and 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. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: The Divisional Managed Investment Consultant provides advice and guidance to Financial Advisors, Client Associates, and Advisory Leadership to help identify appropriate and suitable IAP (platforms/strategies) for the Firm's clients. Advice and guidance are informed by our Chief Investment Office around portfolio construction, investment/manager selection, asset allocation, and best practices for integrating our managed asset platform into various financial advisor business models. Job Responsibilities: Responsibilities include (but are not limited to) the following: Advice and guidance is informed by our Chief Investment Office that revolves around portfolio construction, investment/manager selection, asset allocation and best practices for creating a practices centered on investment advisory business. The Divisional Managed Investment Consultant is focused on supporting the advisors in their respective divisions to drive sales growth through in-person meetings, virtual and phone interactions. They should think independently, develop and execute strategies to achieve their growth goals for their respective territories. The Divisional Managed Investment Consultant shall partner with their coverage team potentially consisting of their Divisional Managed Investment Consultant Analyst and other specialists with the Investment Solutions Group to collaborate and bring holistic advice and guidance to their advisors. Qualifications: 10+ years experience in financial services industry 10 years sales experience Knowledge of professionally managed investment products and/or investment advisory business preferred Deep subject matter expertise on the Firm's high-conviction investment offerings, including our Firm Discretionary solutions preferred Ability to work under pressure, meet deadlines and meet clearly defined measurements Strong communication, interaction and presentation skills required Self-motivated, adaptive, positive attitude and high energy are a must Must display a passion for achieving aggressive goals in innovative and highly professional way Bachelor's degree or equivalent experience Series 7 and 63/65 or 66 preferred at time of hire, or must be able to obtain within 120 days of start date. Skills: Executive Presence Portfolio Analysis Portfolio Management Research Analysis Wealth Planning Active Listening Adaptability Product Marketing and Branding Sales Strategy Trading and Investment Analysis Coaching Collaboration Customer and Client Focus Influence Process Simplification Shift: 1st shift (United States of America) Hours Per Week: 40

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. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: This job is responsible for providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to solve for financial needs. Key responsibilities include deepening relationships by referring clients to specialized sales teams and serving as a central entry point into a fully licensed financial services career. Job expectations include managing products, trading in self-directed accounts, and maintaining knowledge on chat functionality and a wide variety of products. This role is responsible for phone-based service to relationship role where the representative is expected to take 20 to 30 inbound service calls daily to solve for financial needs. These individuals are trained on managed products, trading in self- directed accounts, chat functionality and 529 products over a 12-month timeframe. During these interactions with our clients, these individuals will have opportunities to deepen relationships by referring clients to specialized sales teams. The role acts as a central entry point into a fully licensed financial services career. An Investment Specialist Trainee (responsibilities): * Identifies clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams * Receives training through the licensing/study program, ultimately earning SIE, S7 and S66 certifications * Focuses daily on service to sales with existing Merrill clients * Provides exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals You're the kind of person that (required skills): * Is client-focused with a passion for excellence and a positive team attitude. * Is self-motivated, goal-oriented, and has the ability to multitask in a fast moving, performance -based environment. * Has the ability to identify clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams. * Is an effective communicator with an aptitude for sales and relationship management * Has strong computer skills * Is prepared to pass licensing exams - Security Industry Essentials (SIE) and Series 7 and Series 66. * Wants to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication. * Is ambitious, disciplined, hardworking, resilient and willing to learn. You'll be even more prepared if you have (desired skills): * A bachelor's degree, or 1-2 years of experience in a performance-based environment. * The Security Industry Essentials (SIE) or other financial services licenses and interest in pursuing the Series 7, and/or the Series 66 licenses. * Leadership capabilities. * For internal employees; participation in a work from home posture does not make you ineligible to post. Skills Used in this Role: * Establishing Trust * Customer Service * Overcoming Objections * Consulting * Risk Management * Organization * Critical Thinking * Conflict Resolution * Building Rapport * Active Listening * Customer Focus * Analytical Thinking Additional Skills: * Attention to Detail * Critical Thinking * Customer and Client Focus * Oral Communications * Prioritization * Active Listening * Decision Making * Emotional Intelligence * Result Orientation * Written Communications * Account Management * Adaptability * Client Experience Branding * Coaching * Referral Identification Shift: 1st shift (United States of America) Hours Per Week: 40

Fort Worth, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (**************************************************************************************************************************************************** **:** 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. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! **Job Description:** This job is responsible for providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to solve for financial needs. Key responsibilities include deepening relationships by referring clients to specialized sales teams and serving as a central entry point into a fully licensed financial services career. Job expectations include managing products, trading in self-directed accounts, and maintaining knowledge on chat functionality and a wide variety of products. This role is responsible for phone-based service to relationship role where the representative is expected to take 20 to 30 inbound service calls daily to solve for financial needs. These individuals are trained on managed products, trading in self- directed accounts, chat functionality and 529 products over a 12-month timeframe. During these interactions with our clients, these individuals will have opportunities to deepen relationships by referring clients to specialized sales teams. The role acts as a central entry point into a fully licensed financial services career. **An Investment Specialist Trainee (responsibilities):** - Identifies clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams - Receives training through the licensing/study program, ultimately earning SIE, S7 and S66 certifications - Focuses daily on service to sales with existing Merrill clients - Provides exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals **You're the kind of person that (required skills):** - Is client-focused with a passion for excellence and a positive team attitude. - Is self-motivated, goal-oriented, andhas the ability tomultitask in a fast moving, performance -based environment. - Has the ability to identify clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams. - Is an effective communicator with an aptitude for sales and relationship management - Has strong computer skills - Is prepared to pass licensing exams - Security Industry Essentials (SIE) and Series 7 and Series 66. - Wants to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication. - Is ambitious, disciplined, hardworking, resilient and willing to learn. **You'll be even more prepared if you have (desired skills):** - A bachelor's degree, or 1-2 years of experience in a performance-based environment. - The Security Industry Essentials (SIE) or other financial services licenses and interest in pursuing the Series 7, and/or the Series 66 licenses. - Leadership capabilities. -For internal employees; participation in a work from home posture does not make you ineligible to post. **Skills Used in this Role:** - Establishing Trust - Customer Service - Overcoming Objections - Consulting - Risk Management - Organization - Critical Thinking - Conflict Resolution - Building Rapport - Active Listening - Customer Focus - Analytical Thinking **Additional Skills:** -Attention to Detail -Critical Thinking -Customer and Client Focus -Oral Communications -Prioritization -Active Listening -Decision Making -Emotional Intelligence -Result Orientation -Written Communications -Account Management -Adaptability -Client Experience Branding -Coaching -Referral Identification **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Fort Worth, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (***************************************************************************************************************** **:** _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!_ Job Description: This job is responsible for providing prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key responsibilities include applying knowledge of investments, products, financial markets, policies, procedures, and processes to the client's investment needs. Job expectations include owning the management, research, and communication process of resolving client issues and achieving high client satisfaction and relationship deepening through a disciplined and responsible approach. 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. The registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients with their servicing and trading needs through inbound and outbound phone interactions. The Investment Consultant II will own the management, research, and communication of resolution to client issues while demonstrating expert knowledge of policies, procedures and processes. The role is responsible for achievement of high client satisfaction and relationship deepening through a disciplined and responsible approach. Responsibilities: Provides prospects and self-directed investors with financial guidance and assistance based on their needs to deepen existing relationships Educates potential and existing clients about investment products, services, and trading strategies offered by the bank Delivers on performance goals by uncovering additional client needs, deepening existing relationships, and referring clients to business counterparts Deliver exceptional service to clients by answering general account inquiries Accurately execute and confirm trade orders as well as a variety of securities transactions initiated by self-directed clients Assist clients with brokerage consumer website usage and navigation Educate potential and existing clients about investment products, services and trading strategies Research and resolve client requests Maintain current knowledge of Merrill products, policies, and services while keeping abreast of financial markets and regulations **Required Qualifications:** **-** Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days) - Demonstrated passion and interest in financial markets - Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy - Strong analytical and organizational skills - Detail oriented, with good follow-up skills - Strong interpersonal skills - Ability to multi-task in a dynamic environment - Requires basic knowledge of the organization, products and/or services - Requires knowledge of financial markets and trading strategies - Excellent verbal and written communication skills - Proven ability to meet and exceed productivity and performance goals - Must be technologically savvy and able to quickly learn new systems - Ability to adapt and seek solutions for customers in a fast-paced environment - Must be flexible to work assigned shift within center hours of operation - Strong desire for point of call resolution - Focus on client satisfaction **Desired Qualifications:** - Call center experience is preferred but not required - Previous Brokerage experience is a plus - 1+ years of financial industry experience Skills: Account Management Advisory Client Experience Branding Customer and Client Focus Oral Communications Active Listening Attention to Detail Client Solutions Advisory Issue Management Pipeline Management Causation Analysis Client Management Policies, Procedures, and Guidelines Risk Management Trading **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

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! Job Description: This job is responsible for providing prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key responsibilities include applying knowledge of investments, products, financial markets, policies, procedures, and processes to the client's investment needs. Job expectations include owning the management, research, and communication process of resolving client issues and achieving high client satisfaction and relationship deepening through a disciplined and responsible approach. 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. The registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients with their servicing and trading needs through inbound and outbound phone interactions. The Investment Consultant II will own the management, research, and communication of resolution to client issues while demonstrating expert knowledge of policies, procedures and processes. The role is responsible for achievement of high client satisfaction and relationship deepening through a disciplined and responsible approach. Responsibilities: Provides prospects and self-directed investors with financial guidance and assistance based on their needs to deepen existing relationships Educates potential and existing clients about investment products, services, and trading strategies offered by the bank Delivers on performance goals by uncovering additional client needs, deepening existing relationships, and referring clients to business counterparts Deliver exceptional service to clients by answering general account inquiries Accurately execute and confirm trade orders as well as a variety of securities transactions initiated by self-directed clients Assist clients with brokerage consumer website usage and navigation Educate potential and existing clients about investment products, services and trading strategies Research and resolve client requests Maintain current knowledge of Merrill products, policies, and services while keeping abreast of financial markets and regulations Required Qualifications: - Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days) - Demonstrated passion and interest in financial markets - Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy - Strong analytical and organizational skills - Detail oriented, with good follow-up skills - Strong interpersonal skills - Ability to multi-task in a dynamic environment - Requires basic knowledge of the organization, products and/or services - Requires knowledge of financial markets and trading strategies - Excellent verbal and written communication skills - Proven ability to meet and exceed productivity and performance goals - Must be technologically savvy and able to quickly learn new systems - Ability to adapt and seek solutions for customers in a fast-paced environment - Must be flexible to work assigned shift within center hours of operation - Strong desire for point of call resolution - Focus on client satisfaction Desired Qualifications: - Call center experience is preferred but not required - Previous Brokerage experience is a plus - 1+ years of financial industry experience Skills: Account Management Advisory Client Experience Branding Customer and Client Focus Oral Communications Active Listening Attention to Detail Client Solutions Advisory Issue Management Pipeline Management Causation Analysis Client Management Policies, Procedures, and Guidelines Risk Management Trading Shift: 1st shift (United States of America) Hours Per Week: 40