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Show results: Detailed Brief
9
jobs

Small Business Consultant -Bald Hill Financial Center- Warwick, RI

03/02/2021 | Bank of America | Warwick | RI | USA

Job Description:The Small Business Consultant (SBC) provides comprehensive financial solutions to small businesses with annual revenues up to $5 million and serves as the primary point of contact within the financial center for small business clients as the expert for small business solutions. The SBC will spend the majority  »

Wealth Management Seasonal Client Associate

03/02/2021 | Bank of America | Providence | RI | USA

Job Description:Business Overview Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch wealth management is one of the largest businesses of its kind in the world specializing in goals-based  »

Supervision Manager - Lincoln

03/02/2021 | Bank of America | Lincoln | RI | USA

Job Description:The Supervision Manager serves to ensure regulatory compliance and corporate mandates for all administrative, sales, and operational activities performed by registered associates within the Merrill Edge Self Directed (MESD) Channel and/or Merrill Edge Client Management. Primarily responsible for limiting  »

Financial Solutions Advisor - Prospect Development Team

03/02/2021 | Bank of America | Lincoln | RI | USA

Job Description:Merrill Prospect Development Team (PDT) Financial Solutions Advisors (FSA) help clients and prospective clients with financial needs and goals that are most important to them.  With each connection, FSAs provide care to individuals by identifying broader product and service solutions that meet their investment  »

Premium Elite Relationship Manager (Series 7 Required)

03/02/2021 | Bank of America | Lincoln | RI | USA

Job Description:Job DescriptionThe Premium Elite Relationship Manager demonstrates knowledge of investments and financial markets and assists clients with their most complex trading, servicing and relationship needs. Responsible for prioritizing and managing an assigned book of clients to enhance client satisfaction, retention  »

Investment Consultant II - Merrill Premium - Lincoln, RI

03/02/2021 | Bank of America | Lincoln | RI | USA

Job Description: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  »

Senior Operations Consultant - Band 5 - Riverside, RI

03/02/2021 | Bank of America | Riverside | RI | USA

Job Description:Payee Operations is a high risk processing team within the Corporate Accounts Payable organization. The primary focus of our team is setting up payee records for both US and International vendors/employees/payees on eLedger (SAP) and Oracle. Key priorities consist of processing setups for payees providing  »

Merrill Investment Specialist Trainee - Lincoln, RI

03/02/2021 | Bank of America | Lincoln | RI | USA

Job Description:At Bank of America, we’re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide  »

Financial Center Manager-Wakefield Financial Center-Wakefield, RI

03/02/2021 | Bank of America | Wakefield | RI | USA

Job Description:At Bank of America, we handle the finances of over 67 million client relationships every day, including helping them save, borrow and invest for today and for their future. We stand by our clients each and every day giving them the power to realize their personal financial goals and help make their financial  »

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