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Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and job placement services, and personalized coaching and mentorship through four unique career pathways. Year Up United participants also receive an educational stipend. If you’re someone who’s passionate about building relationships, is interested in organizational processes and is excited to use data to achieve business outcomes, the Business job training pathway could be the right fit for you. The Business pathway combines technical and professional training in Financial Operations with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at Bank of America, Merck, Amazon or LinkedIn, among other leading organizations in the Phoenix area. Are you eligible? You can apply to Year Up United if you are: • A high school graduate or GED recipient, • Eligible to work in the U. S., • Available Monday-Friday throughout the duration of the program, • Highly motivated to learn technical and professional skills, • Have not obtained a Bachelorʼs degree, • You may be required to answer additional screening questions when applying What will you gain? Customer communications, team-based project coordination, comprehensive finance training and development, plus professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week. Career growth paths include: • Fund Accounting, • Client services support Get the skills and opportunity you need to launch your professional career. 72% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-three thousand dollars per year.

Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and job placement services, and personalized coaching and mentorship through four unique career pathways. Year Up United participants also receive an educational stipend. If you’re someone who’s passionate about building relationships, is interested in organizational processes and is excited to use data to achieve business outcomes, the Business job training pathway could be the right fit for you. The Business pathway combines technical and professional training in Financial Operations with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at Bank of America, Merck, Amazon or LinkedIn, among other leading organizations in the Phoenix area. Are you eligible? You can apply to Year Up United if you are: • A high school graduate or GED recipient, • Eligible to work in the U. S., • Available Monday-Friday throughout the duration of the program, • Highly motivated to learn technical and professional skills, • Have not obtained a Bachelorʼs degree, • You may be required to answer additional screening questions when applying What will you gain? Customer communications, team-based project coordination, comprehensive finance training and development, plus professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week. Career growth paths include: • Fund Accounting, • Client services support Get the skills and opportunity you need to launch your professional career. 72% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-three thousand dollars per year.

Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and job placement services, and personalized coaching and mentorship through four unique career pathways. Year Up United participants also receive an educational stipend. If you’re someone who’s passionate about building relationships, is interested in organizational processes and is excited to use data to achieve business outcomes, the Business job training pathway could be the right fit for you. The Business pathway combines technical and professional training in Financial Operations with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at Bank of America, Merck, Amazon or LinkedIn, among other leading organizations in the Phoenix area. Are you eligible? You can apply to Year Up United if you are: • A high school graduate or GED recipient, • Eligible to work in the U. S., • Available Monday-Friday throughout the duration of the program, • Highly motivated to learn technical and professional skills, • Have not obtained a Bachelorʼs degree, • You may be required to answer additional screening questions when applying What will you gain? Customer communications, team-based project coordination, comprehensive finance training and development, plus professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week. Career growth paths include: • Fund Accounting, • Client services support Get the skills and opportunity you need to launch your professional career. 72% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-three thousand dollars per year.

Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and job placement services, and personalized coaching and mentorship through four unique career pathways. Year Up United participants also receive an educational stipend. If you’re someone who’s passionate about building relationships, is interested in organizational processes and is excited to use data to achieve business outcomes, the Business job training pathway could be the right fit for you. The Business pathway combines technical and professional training in Financial Operations with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at Bank of America, Merck, Amazon or LinkedIn, among other leading organizations in the Phoenix area. Are you eligible? You can apply to Year Up United if you are: • A high school graduate or GED recipient, • Eligible to work in the U. S., • Available Monday-Friday throughout the duration of the program, • Highly motivated to learn technical and professional skills, • Have not obtained a Bachelorʼs degree, • You may be required to answer additional screening questions when applying What will you gain? Customer communications, team-based project coordination, comprehensive finance training and development, plus professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week. Career growth paths include: • Fund Accounting, • Client services support Get the skills and opportunity you need to launch your professional career. 72% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-three thousand dollars per year.

Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and job placement services, and personalized coaching and mentorship through four unique career pathways. Year Up United participants also receive an educational stipend. If you’re someone who’s passionate about building relationships, is interested in organizational processes and is excited to use data to achieve business outcomes, the Business job training pathway could be the right fit for you. The Business pathway combines technical and professional training in Financial Operations with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at Bank of America, Merck, Amazon or LinkedIn, among other leading organizations in the Phoenix area. Are you eligible? You can apply to Year Up United if you are: • A high school graduate or GED recipient, • Eligible to work in the U. S., • Available Monday-Friday throughout the duration of the program, • Highly motivated to learn technical and professional skills, • Have not obtained a Bachelorʼs degree, • You may be required to answer additional screening questions when applying What will you gain? Customer communications, team-based project coordination, comprehensive finance training and development, plus professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week. Career growth paths include: • Fund Accounting, • Client services support Get the skills and opportunity you need to launch your professional career. 72% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-three thousand dollars per year.

Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and job placement services, and personalized coaching and mentorship through four unique career pathways. Year Up United participants also receive an educational stipend. If you’re someone who’s passionate about building relationships, is interested in organizational processes and is excited to use data to achieve business outcomes, the Business job training pathway could be the right fit for you. The Business pathway combines technical and professional training in Financial Operations with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at Bank of America, Merck, Amazon or LinkedIn, among other leading organizations in the Phoenix area. Are you eligible? You can apply to Year Up United if you are: • A high school graduate or GED recipient, • Eligible to work in the U. S., • Available Monday-Friday throughout the duration of the program, • Highly motivated to learn technical and professional skills, • Have not obtained a Bachelorʼs degree, • You may be required to answer additional screening questions when applying What will you gain? Customer communications, team-based project coordination, comprehensive finance training and development, plus professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week. Career growth paths include: • Fund Accounting, • Client services support Get the skills and opportunity you need to launch your professional career. 72% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-three thousand dollars per year.

Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and job placement services, and personalized coaching and mentorship through four unique career pathways. Year Up United participants also receive an educational stipend. If you’re someone who’s passionate about building relationships or has an entrepreneurial mindset and are looking to gain exposure to running a business, the Customer Experience job training pathway could be the right fit for you. The Customer Experience pathway combines technical and professional training in Banking or Customer Success, with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at JPMorganChase or Bank of America among other leading organizations in the Providence area. Are you eligible? You can apply to Year Up United if you are: • A high school graduate or GED recipient, • Eligible to work in the U. S., • Available Monday-Friday throughout the duration of the program, • Highly motivated to learn technical and professional skills, • Have not obtained a Bachelorʼs degree, • You may be required to answer additional screening questions when applying What will you gain? Product and service knowledge, a customer-centric mindset, comprehensive finance training and development, plus professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week. Career growth paths include: • Financial advisory, • Sales specialist, • Product Support, • Sales operations and analytics, • Patient Services Get the skills and opportunity you need to launch your professional career. 72% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-three thousand dollars per year.

Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and job placement services, and personalized coaching and mentorship through four unique career pathways. Year Up United participants also receive an educational stipend. If you’re someone who’s passionate about building relationships or has an entrepreneurial mindset and are looking to gain exposure to running a business, the Customer Experience job training pathway could be the right fit for you. The Customer Experience pathway combines technical and professional training in Banking or Customer Success, with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at JPMorganChase or Bank of America among other leading organizations in the Providence area. Are you eligible? You can apply to Year Up United if you are: • A high school graduate or GED recipient, • Eligible to work in the U. S., • Available Monday-Friday throughout the duration of the program, • Highly motivated to learn technical and professional skills, • Have not obtained a Bachelorʼs degree, • You may be required to answer additional screening questions when applying What will you gain? Product and service knowledge, a customer-centric mindset, comprehensive finance training and development, plus professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week. Career growth paths include: • Financial advisory, • Sales specialist, • Product Support, • Sales operations and analytics, • Patient Services Get the skills and opportunity you need to launch your professional career. 72% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-three thousand dollars per year.

Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and job placement services, and personalized coaching and mentorship through four unique career pathways. Year Up United participants also receive an educational stipend. If you’re someone who’s passionate about building relationships, is interested in organizational processes and is excited to use data to achieve business outcomes, the Business job training pathway could be the right fit for you. The Business pathway combines technical and professional training in Financial Operations with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at Bank of America, Merck, Amazon or LinkedIn, among other leading organizations in the Phoenix area. Are you eligible? You can apply to Year Up United if you are: • A high school graduate or GED recipient, • Eligible to work in the U. S., • Available Monday-Friday throughout the duration of the program, • Highly motivated to learn technical and professional skills, • Have not obtained a Bachelorʼs degree, • You may be required to answer additional screening questions when applying What will you gain? Customer communications, team-based project coordination, comprehensive finance training and development, plus professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week. Career growth paths include: • Fund Accounting, • Client services support Get the skills and opportunity you need to launch your professional career. 72% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-three thousand dollars per year.

Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and job placement services, and personalized coaching and mentorship through four unique career pathways. Year Up United participants also receive an educational stipend. If you’re someone who’s passionate about building relationships, is interested in organizational processes and is excited to use data to achieve business outcomes, the Business job training pathway could be the right fit for you. The Business pathway combines technical and professional training in Financial Operations with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at Bank of America, Merck, Amazon or LinkedIn, among other leading organizations in the Phoenix area. Are you eligible? You can apply to Year Up United if you are: • A high school graduate or GED recipient, • Eligible to work in the U. S., • Available Monday-Friday throughout the duration of the program, • Highly motivated to learn technical and professional skills, • Have not obtained a Bachelorʼs degree, • You may be required to answer additional screening questions when applying What will you gain? Customer communications, team-based project coordination, comprehensive finance training and development, plus professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week. Career growth paths include: • Fund Accounting, • Client services support Get the skills and opportunity you need to launch your professional career. 72% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-three thousand dollars per year.

Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and job placement services, and personalized coaching and mentorship through four unique career pathways. Year Up United participants also receive an educational stipend. If you’re someone who’s passionate about building relationships, is interested in organizational processes and is excited to use data to achieve business outcomes, the Business job training pathway could be the right fit for you. The Business pathway combines technical and professional training in Financial Operations with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at Bank of America, Merck, Amazon or LinkedIn, among other leading organizations in the Phoenix area. Are you eligible? You can apply to Year Up United if you are: • A high school graduate or GED recipient, • Eligible to work in the U. S., • Available Monday-Friday throughout the duration of the program, • Highly motivated to learn technical and professional skills, • Have not obtained a Bachelorʼs degree, • You may be required to answer additional screening questions when applying What will you gain? Customer communications, team-based project coordination, comprehensive finance training and development, plus professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week. Career growth paths include: • Fund Accounting, • Client services support Get the skills and opportunity you need to launch your professional career. 72% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-three thousand dollars per year.

Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and job placement services, and personalized coaching and mentorship through four unique career pathways. Year Up United participants also receive an educational stipend. If you’re someone who’s passionate about building relationships, is interested in organizational processes and is excited to use data to achieve business outcomes, the Business job training pathway could be the right fit for you. The Business pathway combines technical and professional training in Financial Operations with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at Bank of America, Merck, Amazon or LinkedIn, among other leading organizations in the Phoenix area. Are you eligible? You can apply to Year Up United if you are: • A high school graduate or GED recipient, • Eligible to work in the U. S., • Available Monday-Friday throughout the duration of the program, • Highly motivated to learn technical and professional skills, • Have not obtained a Bachelorʼs degree, • You may be required to answer additional screening questions when applying What will you gain? Customer communications, team-based project coordination, comprehensive finance training and development, plus professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week. Career growth paths include: • Fund Accounting, • Client services support Get the skills and opportunity you need to launch your professional career. 72% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-three thousand dollars per year.

$80 - $110/hourpayfinancial planninginvestment managementretirement planningtax-aware strategiesclient relationship managementcommunicationregulatory compliancehigh-net-worth client advisingjudgment and decision-makingcertified financial planner (cfp)Certified Financial Advisor (CFA)micro1 is the leading AI data lab for training frontier models and evaluating AI agents. Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare, STEM engineering, and more. micro1 transforms that real-world expertise into high-quality training data, evaluations, and feedback loops that improve how AI systems learn, reason, and perform. Our platform identifies and vets top talent through an AI recruiter, enabling high-quality expert contributions at scale. We aim to enable 1 billion people to do meaningful work by applying their expertise to AI. As our global expert network grows, micro1 is building the human intelligence layer for frontier AI. Job Title: Personal Financial Advisor (Private Wealth) Job Type: Contractor - US ONLY Location: Remote Job Summary: In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters. Key Responsibilities: • Deliver personalized, actionable financial guidance spanning budgeting, investment planning, retirement strategies, and debt management., • Review and assess realistic client scenarios to inform the development of advanced AI-assisted financial planning tools., • Provide clear, structured written feedback to help enhance AI systems’ ability to support advisors and end clients with diverse financial needs., • Communicate complex financial concepts in a client-centric, easily understandable way., • Utilize strong judgment to balance immediate financial needs with long-term planning considerations., • Ensure all guidance reflects up-to-date regulatory compliance and best practices in private wealth management., • Act as a subject matter expert to ensure AI outputs reflect high-quality, thoughtful advice aligned with industry standards. Required Skills and Qualifications: • 3+ years of hands-on experience in personal financial advisory or private wealth management, advising individual clients., • Proven ability to build trust and rapport with high-net-worth or mass affluent clients., • Deep knowledge of financial planning, investment management, retirement planning (401k, IRA, etc.), and debt management., • Solid grasp of tax-aware strategies and regulatory frameworks relevant to personal finance., • Excellent written and verbal communication skills, with an ability to translate complex advice into clear, actionable steps., • Exceptional judgment and decision-making capability in high-impact client scenarios., • CFP, CFA, or equivalent credential required. Preferred Qualifications: • Direct experience at leading financial institutions such as Schwab, J.P. Morgan, Morgan Stanley, Bank of America Merrill Lynch, or Chase Private Banking., • Exposure to AI-assisted financial planning tools or processes (helpful but not required)., • Track record of delivering high-quality advice that balances both technical accuracy and client-centric clarity. Join our customer’s team and leverage your expertise to help design the next generation of AI-assisted financial advisory solutions. This high-bar role offers you the chance to impact how tomorrow’s advisors and clients will make better financial decisions—through your expert input, judgment, and real-world experience.

Work Location: Mount Laurel, New Jersey, United States of America Hours: 40 Pay Details: $11.54 - $17.95 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Personal & Commercial Banking Job Description: The Mortgage Loan Officer sells and originates residential mortgage loans to sales goals. The Mortgage Loan Officer takes residential mortgage loan applications and offers or negotiates terms of residential mortgage loans. Pay Range- $11.54 per hour depending on established local minimum wage plus commission. Depth & Scope: • Meets with prospects identified directly as well as referred by realtors, developers, attorneys and other external and internal referral sources, • Explains variety of mortgage products and services available and offers recommendations based on evaluation of individual prospect needs, • Guides customers through the mortgage application process, • Explains information required and other aspects of the loan process to customers, • Ensures applications are completed accurately and contain required information and supporting documentation, • Manages customers expectations regarding processing times and closing dates, • Sells and originates residential mortgage loans according to established policies and procedures and applicable legal and regulatory guidelines, • Generates referrals for mortgage sales opportunities and sales of other company business line products, • Develops plan to achieve sales goals with assistance from sales management, • Enters information into mortgage loan system so that loans will appear accurately in the pipeline, • Creates supporting files with backup and explanatory documentation and information for underwriting, regulatory and other purposes, • Sends application and other required information to underwriting area, • Underwrites loans using point-of-sale underwriting systems within scope of authority, • Communicates loan decisions directly to customers and explains any additional information needed, • Submits application materials and other required information to processing area to clear any conditions, finalizes the loan commitment, and prepares for closing, • Communicates regularly with customers, underwriters, processors, realtors, closing agents and others to ensure application process proceeds as planned, • Attends closings as needed, • Develops knowledge of current industry practices and trends by learning from more experienced sales personnel and by attending continuing education training and seminars, including but not limited to the full array of company products and services as well as mortgage laws and regulations, • Develops knowledge of policies, procedures, rules and regulations related to retail mortgage products, • Participates in homebuyers' seminars, home shows, brokers' meetings and other home financing workshops, • Recommends changes to products, programs and/or pricing, • Ensures TD Bank maintains successful audits and exams within all areas, • Deals with complex mortgage needs Education & Experience: • Bachelors degree or progressive work experience in addition to experience below, • 2+ Years of mortgage origination experience, • Proven sales ability, • Developing knowledge of mortgage industry, products, lending practices and regulatory guidelines, • Maintains the highest level of sales ability and negotiation skills, • Self-directed, ability to plan own activities to achieve sales goals, • Strong time management skills, • Excellent communication skills, both verbal and written, • PC skills, including ability to learn mortgage origination and automated underwriting systems OCC Language: • This position falls within the definition of Loan Originator as defined under Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36, and the definition of Mortgage Loan Originator as defined under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. 5102 et seq., and its implementing regulations, 12 CFR Part 1007, • Must be eligible for employment with a covered financial institution under the standards established by Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36, • Must be eligible for registration as a registered mortgage loan originator with the NMLS (Nationwide Mortgage Licensing System and Registry) in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. 5102 et seq., and its implementing regulations, 12 CFR Part 1007, • Satisfactory results on a criminal background check and a credit report check, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority, are required by federal law for this position Physical Requirements: • Domestic Travel Occasional, • International Travel Never, • Performing sedentary work Continuous, • Performing multiple tasks Continuous, • Operating standard office equipment - Continuous, • Responding quickly to sounds Occasional, • Sitting Continuous, • Standing Occasional, • Walking Occasional, • Moving safely in confined spaces Occasional, • Lifting/Carrying (under 25 lbs.) Occasional, • Lifting/Carrying (over 25 lbs.) Never, • Squatting Occasional, • Bending Occasional, • Kneeling Never, • Crawling Never, • Climbing Never, • Reaching overhead Never, • Reaching forward Occasional, • Pushing Never, • Pulling Never, • Twisting Never, • Concentrating for long periods of time Continuous, • Applying common sense to deal with problems involving standardized situations Continuous, • Reading, writing and comprehending instructions Continuous, • Adding, subtracting, multiplying and dividing Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive

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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! This job is responsible for providing technical fiduciary tax expertise to Private Bank client teams, focused on differentiating client service and expanding client relationships. Key responsibilities include providing accurate and timely tax reporting for accounts, utilizing product knowledge to address client needs, and conducting research to resolve tax issues while advising on the treatment of transactions and technical matters. Job expectations include complying with client focused service standards, bank standards and policies, and federal and state fiduciary tax reporting requirements. • Provides technical tax expertise and ensures assigned accounts are fulfilled to achieve client service standards, • Reviews and prepares complex federal and state fiduciary income tax returns., • Complies with bank standards and policies, federal and state tax law, and client service standards, • Acts as a tax technical resource for Fiduciary Tax Service associates and Private Bank client teams, • Develops and delivers technical or systems related tax trainings to the tax department, while serving as the point of contact for questions or inquiries related to tax, • Account Management, • Attention to Detail, • Interpret Relevant Laws, Rules, and Regulations, • Policies, Procedures, and Guidelines Management, • Relationship Building, • Client Management, • Issue Management, • Prioritization, • Risk Management, • Tax Administration, • Business Process Analysis, • Client Experience Branding, • Coaching, • Learning Delivery, • Record Keeping Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40 Pay and benefits information Pay range $87,500.00 - $133,000.00 annualized salary, offers to be determined based on experience, education and skill set. Discretionary incentive eligible. This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company. Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: Provides analytical support to Global Leasing client teams (including Global Vendor Finance) throughout the sales process for a broad range of structured asset-finance transactions (including US True Leases, finance leases and loans) across a broad range of asset classes and markets. Responsible for integrating tax, accounting, credit, and other financial constraints in lease optimization models. Prepares pricing and other economic analyses for clients and coordinates with internal functional groups to finalize client pricing for funding and booking. Works independently with limited direction. May also be required to work on strategic analytic assignments and/or the development of analytical tools to support the Global Leasing business. Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy. • Evaluate transaction economics (using a number of pre-tax and after-tax analytical metrics), • Price new transactions for both hold and sell, and model transactions around internal metrics and/or syndication market, • Use creativity to optimize cash flows / structures, • Advise on tax and other technical aspects of lease structuring and analysis, • Prepare presentation materials for internal and external presentation, • Prepare associated document schedules and pricing exhibits; and review / develop documentation as needed, • Act as an analytical consultant and provide economic expertise and structuring solutions to the Leasing team, external clients, and management (both informally, and within formal transaction review / approval forums), • Provide support in identifying, analyzing and working through commercial, structural, tax and accounting issues, • Point of contact for Credit, Risk, Finance, Tax, and Operations on economic / tax / structural / accounting questions or issues, • Develop and maintain analytical models as needed, • 3 + years of experience with complex financial analysis and/or financial modeling, • Strong analytical / financial analysis skills with strong business acumen in the commercial banking industry, • Expertise in use of Excel and/or specialized tools for cash flow optimization and analysis, • Demonstrated experience working with Accounting, Tax, Credit, Operations and Documentation functions in the Leasing / Structured Asset Finance / Project Finance or similar sector, • Confidence to challenge inefficient solutions and pro-actively escalate any concerns to the team, • Bachelor's Degree, • Lease or Structured Asset Finance related work experience, • Understanding of leasing or related asset finance products and technical expertise in associated lease taxation, accounting, or regulatory capital calculations, • Proficiency in dedicated loan and lease pricing software (e.g. Ivory SuperTrump software), • Finance, or other business concentration with Mathematical/Computational bias preferred, • Attention to Detail, • Issue Management, • Lease Structuring, • Prioritization, • Written Communications, • Analytical Thinking, • Collaboration, • Financial Forecasting and Modeling, • Oral Communications, • Problem Solving, • Business Acumen, • Continuous Improvement, • Innovative Thinking, • Reporting, • Coding Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - RI - Providence - 1 Financial Plz - 1 Financial Plaza (RI1537)Pay and benefits informationPay range$83,000.00 - $126,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! The Investments Asset Transfer Processor is responsible for providing business support to Bank of America / Merrill clients and internal partners with incoming and outgoing money and asset transfer requests. This role provides a high level of dedicated support in an effective and efficient manner for the assigned area's internal business partners, associates and clients. Daily responsibilities include document review and processing, email communication to internal partners and outbound calls to client's or contra parties all while, keeping a high risk and fraud prevention mindset to ensure the security of client accounts and to minimize risk/loss to the company. The role's core responsibilities require strong communication and time management Qualifications, impeccable accuracy, and attention to detail. Additionally, a strong commitment to risk management, customer satisfaction, and professional work ethic is expected. For incomplete transaction requests, resolution is required either via outbound client or company contact or written correspondence, depending on the type of transaction and what information is missing. This job is responsible for providing quality service and efficient operations support for the assigned areas, internal business partners, and external customers and clients. Key responsibilities include handling routine and standard transactions according to established procedures and prescribed processes in support of Merrill. Job expectations include referring more complex problems to management. • Processes transactions according to established procedures and prescribed processes, • Demonstrates operational discipline while handling routine and standard operational functions, • Covers one or more operations functional areas, such as analyses, report generation, opening new accounts, trade processing, payment processing, and data entry, • Assists with phone calls, email boxes, and processing queues, • Problem Solving and Decision-Making Qualifications: Ability to think analytically and effectively manage risk using strong research Qualifications, applying best practices and leveraging past experiences to resolve problems, • Initiative: Willingness and ability to play an active role in identifying and implementing process improvements as well as a willingness to help others, • Strong ownership and resolution Qualifications, • Good organizational and time management Qualifications, • Provide top-level service support and education to clients and partners through different means of communication, • Detail Oriented- Must be able complete tasks with minimal errors, • Demonstrate a cooperative, professional, and positive work demeanor, • Exceptional critical thinking / problem solving Qualifications to immediately address escalated client issues, • Operations processing experience, • Customer Service experience, • Experience with money movement transactions, • Ability to multi-task, • Highly motivated self-starter who can set goals and accomplish tasks with minimal supervision, • Able to adapt to changing environment while meeting metric requirements, • Apply sound judgment in making decisions, • Account Management, • Adaptability, • Customer and Client Focus, • Data Collection and Entry, • Process Effectiveness, • Active Listening, • Continuous Improvement, • Customer Service Management, • Data Quality Management, • Result Orientation, • Attention to Detail, • Business Operations Management, • Business Process Analysis, • Critical Thinking, • Process Management Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - RI - Riverside - 3400 Pawtucket Ave - East Providence Call Center (RI1530)Pay and benefits informationPay range$25.00 - $27.85 hourly pay, offers to be determined based on experience, education and skill set.Predictable payThis role is compensated with a base salary and is not incentive eligible.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. 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 engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience Manages cash responsibilities Required Qualifications: Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client Collaborates effectively to get things done, building and nurturing strong relationships Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives Is confident in identifying solutions for new and existing clients based on their needs Communicates effectively and confidently and is comfortable engaging all clients Has the ability to learn and adapt to new information and technology platforms Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) Applies strong critical thinking and problem-solving skills to meet clients' needs Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Efficiently manages time and capacity Focuses on results while acting in the best interest of the client Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance Desired Qualifications: Experience in financial services and knowledge of financial services industry, products and solutions One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals Six months of cash handling experience Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance Skills: Adaptability Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent 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. 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! This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: • Executes the bank's risk culture and strives for operational excellence, • Builds relationships with clients to meet financial needs, • Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations, • Grows business knowledge and network by partnering with experts in small business, lending, and investments, • Manages financial center traffic, appointments, and outbound calls effectively, • Drives the client experience, • Manages cash responsibilities Required Qualifications: • Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client, • Collaborates effectively to get things done, building and nurturing strong relationships, • Displays passion, commitment, and drive to deliver an experience that improves our clients' financial lives, • Is confident in identifying solutions for new and existing clients based on their needs, • Communicates effectively and confidently, and is comfortable engaging all clients, • Has the ability to learn and adapt to new information and technology platforms, • Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking), • Applies strong critical thinking and problem-solving skills to meet clients' needs, • Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations, • Efficiently manages time and capacity, • Focuses on results, while acting in the best interest of the client, • Can be flexible to work weekends and/or extended hours as needed Desired Qualifications: • Experience in financial services and knowledge of financial services industry, products and solutions, • One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals, • Six months of cash handling experience, • Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration, or finance Skills: • Adaptability, • Business Acumen, • Customer and Client Focus, • Oral Communications, • Problem Solving, • Account Management, • Client Experience Branding, • Client Management, • Client Solutions Advisory, • Relationship Building, • Business Development, • Pipeline Management, • Prospecting, • Referral Identification, • Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40 Pay and benefits information Pay range $24.00 - $26.27 hourly pay, offers to be determined based on experience, education, and skill set. Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources, and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

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. 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. This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. • Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings, • Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests, • Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk, • Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA, • Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset, • FINRA Securities Industry Essentials (SIE), Series 7, 63/65 or 66, • Displays advanced industry knowledge and understanding of investment products, • Energetic individual that is self-motivated, coachable and flexible in thought, • Enjoys a fast-paced environment with changing and evolving responsibilities, • Detail oriented, • Invested in personal development, • Consistently pursues client experience excellence, • Works quickly to fulfill client needs, delivering complex solutions, • Frequent communication and an abundance of discretion with sensitive information, • Microsoft Word, Excel and PowerPoint experience with Salesforce a plus, • Professional verbal and written c, • Account Management, • Client Management, • Customer and Client Focus, • Issue Management, • Oral Communications, • Business Development, • Client Solutions Advisory, • Pipeline Management, • Prioritization, • Administrative Services, • Emotional Intelligence, • Referral Identification, • Written Communications Shift: 1st shift (United States of America) Hours Per Week: 37.5 Pay Transparency details US - RI - Providence - 1 Financial Plaza (RI1537)Pay and benefits informationPay range$26.50 - $42.00 hourly pay, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational families. Key responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team members to assure trust product awareness and education of clients, associates, and Centers of Influence. Job expectations include working with teams to drive business development and retention, assisting clients with wealth planning needs, and managing risk. • Provides fiduciary administration support including the review of trust instruments, participating in matters where the trustee is exercising discretion, managing risk, and conducting periodic trust reviews, • Supports investment management accounts including the coordination of opening and closing accounts, money movement, and account maintenance, • Works with Market leaders and engages clients and prospects to plan, build, and transfer wealth tailored to their unique goals, while delivering a high-quality experience, • Ensures compliance with regulatory and legal requirements related to client accounts and portfolios, • Identifies and develops new business opportunities by pursuing new or expanded relationships with existing clients and prospects, • Minimum of three years of trust administration and estate planning experience, • Working knowledge of trust administration, fiduciary law, and estate and wealth transfer planning, • Knowledge of and adherence to compliance with policies, procedures, regulatory, and legal requirements related to client accounts and portfolios, • Ability to identify and develop new business opportunities by pursuing new or expanded relationships with existing clients and prospects, • Demonstrates initiative and a proactive approach to problem solving, • Creative though prudent approach to providing solutions within the bank's risk/reward profile, • Proven ability to confidently close sales and meet or exceed revenue targets, • Has good people/partner communication skills and is a team player, • Ability to communicate and connect with high-net-worth clients, • Fiduciary professional with CTFA, CFP, AEP, JD, and/or CPA, • Bachelor's Degree or equivalent business experience in High-Net-Worth Trust environment, • Business Development, • Client Management, • Customer and Client Focus, • Risk Management, • Wealth Planning, • Client Experience Branding, • Client Solutions Advisory, • Decision Making, • Presentation Skills, • Process Management, • Attention to Detail, • Critical Thinking, • Financial Analysis, • Planning, • Prospecting Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - RI - Providence - 1 Financial Plz - 1 Financial Plaza (RI1537)Pay and benefits informationPay range$91,300.00 - $131,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! 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. • Identifies clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams, • 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 the financial goals, • Client-focused with a passion for excellence and a positive team attitude, • Self-motivated, goal-oriented and can multitask in a fast moving, performance-based environment, • Ability to identify clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams, • Effective communicator with an aptitude for sales and relationship management, • Strong computer skills, • Is prepared to pass licensing exams Security Industry Essentials (SIE) and Series 7 and Series 66, • Desire to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication, • Ambitious, disciplined, hardworking, resilient and willing to learn, • Bachelor's Degree in related field or 1+ years of experience in a performance-based environment, • FINRA Security Industry Essentials (SIE) or other financial services licenses and interest in pursuing the Series 7 and/or the Series 66 licenses, • Leadership capabilities, • 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 Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - RI - Lincoln - 670 George Washington Hwy (RI1541), US - RI - Riverside - 3400 Pawtucket Ave - East Providence Call Center (RI1530) Pay range $26.92 - $29.33 hourly pay, offers to be determined based on experience, education and skill set. Predictable pay This role is compensated with a base salary and is not incentive eligible. Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

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! 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. • Identifies clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams, • 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 the financial goals, • Client-focused with a passion for excellence and a positive team attitude, • Self-motivated, goal-oriented and can multitask in a fast moving, performance-based environment, • Ability to identify clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams, • Effective communicator with an aptitude for sales and relationship management, • Strong computer skills, • Is prepared to pass licensing exams Security Industry Essentials (SIE) and Series 7 and Series 66, • Desire to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication, • Ambitious, disciplined, hardworking, resilient and willing to learn, • Must be a current Year Up intern with Bank of America, • Bachelor's Degree in related field or 1+ years of experience in a performance-based environment, • FINRA Security Industry Essentials (SIE) or other financial services licenses and interest in pursuing the Series 7 and/or the Series 66 licenses, • Leadership capabilities, • Attention to Detail, • Critical Thinking, • Customer and Client Focus, • Verbal Communications, • Prioritization, • Active Listening, • Decision Making, • Emotional Intelligence, • Result Orientation, • Written Communications, • Account Management, • Adaptability, • Client Experience Branding, • Coaching, • Referral Identification Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - MD - Hunt Valley - 11333 MCCORMICK RD - HUNT VALLEY (MD5031), US - NJ - Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140), US - RI - Lincoln - 670 George Washington Hwy (RI1541) Pay and benefits information Pay range $26.92 - $29.33 hourly pay, offers to be determined based on experience, education and skill set. Predictable pay This role is compensated with a base salary and is not incentive eligible. Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

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 that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor. As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospective clients. Additionally, you'll have the opportunity to collaborate with and be mentored by Merrill Financial Advisor Teams to build upon your experience to promote portfolio growth. The Merrill Advisor Development Program- Financial Advisor engages in: • Developing a book of business in order to meet and exceed established performance hurdles, • Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs, • Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences, • Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance, and personal growth and development according to both a day-to-day and longer-term planning, • Organizing and managing resources (time, people, budget) to run a productive practice, • Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client, • Completing mandated training, assessments, performance goals and continuing education requirements We'll help you: • Build a successful career at Bank of America through world class training and on-boarding programs that set you up for success., • Get training and one-on-one coaching from our award-winning Academy at Bank of America and local leadership who are invested in your success., • Grow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate solutions., • Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help achieve their financial goals and life priorities., • Collaborate with core banking and investment partners. Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. Responsibilities: • Handles inbound inquiries from leads regarding Merrill offerings, • Positions the extensive capabilities of Merrill and Bank of America, • Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate, • Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences as well as servicing client accounts, • Documents all client interactions and opportunities within Salesforce accurately Required Qualifications: • Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses, • Minimum of one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded, • Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services, • Proven ability to engage with and influence others, • Exceptional interpersonal and relationship building skills, • Effective communication skills (written and verbal) - Proven ability to quickly build trust and credibility, • Proven ability to assess needs and recommend appropriate solutions/interventions, • Proven ability to work collaboratively on a team and with key partners, • Proven ability to listen and probe for clarity and understanding, • Goal and results oriented, • Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking, • Ability to work in an environment where the majority of your compensation is tied to your performance, • Strong follow-through skills, • Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel Desired Qualifications: • Bachelor's degree and/or a minimum of one year of financial services industry or sales experience, • Learns and adapts to new technology or applications, • Executes multiple tasks simultaneously Skills: • Business Acumen, • Business Development, • Oral Communications, • Prospecting, • Wealth Planning, • Analytical Thinking, • Client Experience Branding, • Client Investments Management, • Portfolio Analysis, • Risk Management, • Active Listening, • Client Solutions Advisory, • Emotional Intelligence, • Referral Management, • Trading 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 your immediate termination. Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - RI - Providence - 1 Financial Plz - 1 Financial Plaza (RI1537)Pay and benefits informationPay range$80,000.00 - $90,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligibleThis role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Bank Of America Job Opportunity.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 Pl

Bank of America believes both in the importance of working together and offering flexibility to our employees. Growing client relationships by understanding needs and presenting services and solutions offered throughout Merrill and Bank of America. At Bank of America, we are guided by a common purpo

Bank Of America Job Opportunity.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 Pla

Bank Of America Job Opportunity.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 Pla

Bank Of America Job Opportunity.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 Pla

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being a Great Place to Work and

Lateral-US/job/Providence/Relationship-Banker---Olneyville-Financial-Center_26021508) Bank of America employees are required to meet all posting eligibility requirements **prior to applying for any new position. Lateral-US/job/Providence/Relationship-Banker---Olneyville-Financial-Center\

Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs * Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws an

Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Identifies, deepens, a

Job DescriptionSalary: $24 - $42/HR About Us: Anaergia (TSX: ANRG) is a global leader in offering sustainable solutions to produce clean energy and the conversion of waste streams to resources. Through a proven portfolio of proprietary technological solutions, Anaergia maximizes the generation of renewable energy, the diversion of waste from landfills, and the reduction of greenhouse gases for customers across the municipal, industrial, commercial, and agricultural sectors. Headquartered in Burlington, ON, and through its multiple subsidiaries across North America, Europe, Africa, and Asia, Anaergia is trusted at more than 1,600 installations globally. Company Description: Anaergia is a global leader in the production of clean energy, fertilizer, and recycled water from virtually any waste stream, offering the widest range of maximizing resource recovery solutions for the municipal, industrial, commercial, and agricultural markets. Anaergia's integrated solutions create value for its customers in the form of renewable energy, quality fertilizers, and clean water while dramatically reducing the cost of waste management. Anaergia delivers integrated solutions globally through established offices in North America, Europe, Africa, and Asia, and its breakthrough technologies are in use at over a thousand resource recovery facilities worldwide, reducing greenhouse gas emissions while creating new revenue sources for its clients. Facility Description: Anaergia's Rhode Island Bioenergy Facility converts organic waste streams into renewable electricity and fertilizer products that would otherwise be destined for landfill disposal. Additionally, the facility utilizes four combined heat and power engines to generate electricity and a 2MWH battery bank. Job Description: Reporting to the Facility Manager, assess and maintain the plant equipment as needed to ensure the plant meets key performance indicators. Goals: • Safety- Develop and maintain a world-class culture of safety to be adhered to by all employees and contractors at the site., • Compliance - Maintain an immaculate compliance record with all regulatory and governmental agencies., • Championing company's policy framework - Support the development of the Company's Vision Statement and the Company's strategy bydefining the Standards and code to be practiced, providing resources and implementing HR practices, site security and monitoring, Standard Operating Procedures (SOP) and Work Instruction (WI) around operations, maintenance, production, accounting, safety, environmental monitoring and reporting, documentation, and record-keeping; Support establishment and implementation of facility policies, goals, objectives and procedures that are in line with the Company's Vision Statement and Strategy conferring with other management team members as appropriate., • Budget and Revenue Support meeting the Facility's annual financial and commercial targets. Support reporting on monthly P&L and optimize profitability through operational and maintenance efficiencies and revenue enhancements that will result from market conditions., • Leadership - Abide by all internally established control systems and authorities; Lead by personal example and encourage all employees to conduct their activities in accordance with all applicable laws and the Company's standards and policies, including its safety, health, and environmental policies., • Reporting - Effective reporting to help the Facility Manager, Director of Operations, and VP of Plant Operations draw conclusions, make inferences, and elicit crucial decisions., • Planning and Procedures - Develop sound planning, roles and responsibilities, procedures, and transparency in operations throughout the organization. Job Responsibilities: • Follow PM schedule, routine field inspection of all equipment, complete daily site walk to ensure equipment visual health, complete routine greasing and oil top-up runs, and fill completed preventive maintenance work requisition/ Job Order completion on CMMS., • Monitor and operate plant process equipment in accordance with SOPs and safe industry practices., • Collect production data and adjust plant operating conditions from SCADA and in the field to achieve plant production plans and goals. Examples of production data would include, but not be limited to, lab analysis, plant SCADA historian data, and field logs., • Implement all site safety procedures and ensure contractors and coworkers are following safe work procedures and protocols., • Identify Spare partsand consumables procurement needs and prepare requisitions for approval., • Provide support to Maintenance Technicians to develop their skills further., • Support in stacking up all spares, tools, and consumables (Oil, Grease, Seals, Bearings, etc.), maintaining records, and ensuring the availability of spares on time., • Develop and maintain skills such as using forklifts, hoists, cranes, and hand and power tools, and examining the form and texture of parts., • Inspecting and collecting information on parts/pipes and other equipment utilizing rulers, calipers, and other measuring instruments., • Follow all safety SOPs and provide support in fabricating temp lines, pipes, patchwork, welding/grinding, or cutting work on site., • Providing cleaning of equipment as necessary, • Ensure all calibration records for crane, lifting devices, etc., are always up to date and kept in records., • Inspects and tests eye wash stations, fire extinguishers, and other life safety systems, including PPE., • Compliance with procedures, rules, and regulations to maintain a safe and clean working environment. Works in a clean manner., • Contributes to team effort by accomplishing related results as needed., • Flexibility in working longer hours/overtime or weekend work will be needed., • Any additional tasks requested by theFacility Manager to effectively operate and maintain the facility safely and efficiently. Job Requirements: • Graduation from high school or GED equivalent., • BS with atechnical focus or trade school certification, • Must possess a valid driver's license and a satisfactory driving record, the ability to become mobile crane certified, man lift, and forklift certified., • Night shift shift differential pay. Skills: • Ability to understand and show competency in operating integrated plant systems effectively., • Ability to process analytical plant production data to determine the correct course of action in plant operations., • Ability to read blueprints, technical manuals, and engineering specifications to maintain and fix equipment., • Identify the toolsandequipment necessary for repair and maintenance work., • Identify parts and other materials required to maintain and fix equipment., • Perform basic diagnostic testing of pumps, compressors, conveyors, screws, and other large industrial machinery., • Ability to check machine performance, dismantle machines, and remove parts for repair using hand tools, chain falls, jacks, cranes, or hoists., • Test damaged parts in comparison to specifications. Replace the damaged and worn parts if necessary., • Reassemble machines after the completion of repair or maintenance work., • Clean and lubricate machinery, including changing oils when required., • Listening to the equipment to understand variances and possible problems., • Ability to maintain records of repair and maintenance work using aCMMS system., • Capabilities to lead contract mechanical work activities outside the capabilities of our local staff. OMT Level Descriptions OMT 1 (Entry Level) An individual who reliably shows up to work each day on time and ready for work. Must carry themselves in a professional and courteous manner, respecting others and working hard. Should exhibit the ability to be respectful even in the face of disrespect. Understands all the plant rules and follows instructions from the site leadership team. Generally, knows all the equipment throughout the plant and knows how to reliably start and stop the equipment. Able to take plant rounds without instruction, with the ability to identify and effectively communicate out-of-spec conditions. The ability to conduct modest amounts of equipment and system troubleshooting and problem-solving is required. Knowledgeable and able to execute all plant safety programs in the facility. OMT 2 (Minimum 3 years at site) Performs OMT 1-level responsibilities at an excellent level. The OMT 2 should have proven the ability to trace down and draw all mechanical P&IDs and electrical single-line diagrams. OMT 2 should have a working knowledge of anaerobic digestion and wastewater, and the indications of a healthy digester and a healthy WWTP, or the background and qualifications to glean this knowledge very quickly. OMT 2s should be individuals moving toward plant leadership roles, taking ownership of the plant, and showing concern for all activities ongoing in the facility. Safety Committee Chairman and/or participation, vendor engagement, site ownership, holding others and themselves accountable to housekeeping, and partnering with plant management are all examples of qualities an OMT 2-level individual would be displaying. OMT 3 (Minimum 5 years at site) Performs OMT 2 duties while filling a reliable leadership role at the site. Trusted by their peers and plant leadership to make decisions and solve complex problems in the facility. Additionally, OMT 3 should be a safety champion as well as have a firm understanding of the operating permits in the facility and the obligations under those permits. The person should have working knowledge of plant KPIs and fully understand the financial impacts of the sites offtake agreements. OMT 3 should have strong administrative skills, the ability to utilize Microsoft Excel for data analytics/troubleshooting, and Microsoft Word for procedure writing. OMT 3 should exhibit strong communication skills to effectively communicate both verbally and in writing. Exceptions can be made by the Plant Manager and the Director of Plant Operations for new hires that come with high levels of qualifications or in extenuating circumstances. For additional information on Anaergia, please visit www.anaergia.com. As an Equal Opportunity Employer, Anaergia provides equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, Anaergia will provide reasonable accommodations for qualified individuals with disabilities.

Credit Underwriter or Credit Underwriter II. Bank Of America Credit Underwriter.

Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs * Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws an

Responsibilities: + Data verification of new deals on source systems + Monitoring credit compliance and past-due exceptions; ensuring data integrity; and sourcing of financial statements and covenant compliance certificates + Proactively ensures timely follow-up of credit monitoring activities