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© All Rights Reserved. ApplyBlast.com
Bank of America
This role supports Financial Advisors in wealth management by developing client relationships and serving as a key point of contact for non-administrative requests. Responsibilities include assisting with client meetings on investment strategies, managing client onboarding, and executing the team's client service model using Salesforce. The position also involves potential residential mortgage loan originations, requiring Safe Act registration and maintaining specific financial licenses.
Headquarters
Charlotte, North Carolina, United States
Company Size
10001+ employees
Founded
1968
Bank of America is a leading financial services company offering banking, credit cards, loans, and Merrill Investing. Its mission is to help make financial lives better through the power of every connection. The bank emphasizes accessible, customer-focused financial tools and a broad suite of services for individuals and businesses.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Bank of America.
5% above the average for this role
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