Bank of America OPT Eligible Jobs USA
Bank of America hires OPT students across finance, technology, risk, and operations roles. It's a consistent OPT-friendly employer in the financial services sector, known for structured early-career programs that often serve as a direct pipeline into H-1B visa sponsorship for high-performing international hires.
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Get Access To All JobsINTRODUCTION
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and brings their unique perspectives, ideas, and experiences, helping to create a work community that is culture-driven, resilient, results-focused, and effective.
ROLE SPECIFICS
This job is responsible for working with high-net worth clients in a Merrill branch with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
- Learns how to provide tailored and personalized advice to clients through reviews and presentations, including partnering with management to assess financial goals and recommending investment advisory strategies
- Understands client solutions that are best suited for their financial needs, such as core Banking, and Investment and Life Priority™ solutions
- Shadows Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth
- Leverages available resources and technologies to optimize the customer experience and serve the bank's customers with operational excellence and accuracy
- Participates in ongoing training focused on how to develop a book of business to meet and exceed predefined financial targets and determine how to progress to the next phase as an advisor
- Builds relationships with internal service providers based on client needs and asset thresholds
- Manages risk proactively in every aspect of business, product, and service transaction leveraging available tools
THE ADVISOR DEVELOPMENT PROGRAM (ADP) JOURNEY:
During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we’ll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch.
WE’LL HELP YOU:
- Get training and one-on-one mentorship from managers who are invested in your success. You’ll enroll in our Academy to develop as an advisor; the potential for growth is yours!
- Build connections to grow your network and business.
- Starting at a Merrill branch, you’ll interact with Merrill financial advisors, institutional retirement participants, and higher net worth clients.
- Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals.
- Learn about the full suite of financial solutions.
- Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority™ solutions, through Bank of America and Merrill to meet their financial needs.
AS A MERRILL FSA, YOU CAN LOOK FORWARD TO:
- A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.
- Marketing strategies to reach wider audiences with greater appeal.
- Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.
- Potential opportunities for professional growth.
- Leadership opportunities, including leading client and conference seminars.
WE’RE A CULTURE THAT:
- Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers.
- Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.
- Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.
- Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.
- Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.
- Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing, and giving they need to remain vibrant and vital.
REQUIRED QUALIFICATIONS:
- Currently holds FINRA Securities Industry Essentials (SIE)
- 4+ years of progressive professional and/or military experience
- 2+ years of experience in the investments industry
- Ability to obtain Series 7 and 66 licenses within allotted program time
- Is a self-starter who efficiently manages time and capacity
- Sets and accomplishes goals, achieving whatever one sets their mind to
- Builds and nurtures strong relationships
- Collaborates effectively with others to get things done
- Communicates effectively and confidently and is comfortable engaging all clients
- Manages goals, navigates complexity, prioritizes tasks, and executes in a fast-paced environment
- Likes to learn, adapts to new information and seeks the right solutions for clients
- Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients
DESIRED QUALIFICATIONS:
- Experience working in the financial service industry and/or a sales environment where goals were met or exceeded
- Strong computer skills and the ability to multitask in a demanding environment
- Bachelor's Degree, preferably in business-related field
- Proven ability to partner and promote lead generation
- Experience balancing investment management, sales activities, and new client development
- Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)
- Obtained insurance licenses
SKILLS:
- Account Management
- Client Investments Management
- Client Management
- Client Solutions Advisory
- Relationship Building
- Advisory
- Business Development
- Fraud Management
- Pipeline Management
- Portfolio Management
- Client Experience Branding
- Issue Management
- Prospecting
- Referral Identification
- Sales Performance Management
SHIFT:
1st shift (United States of America)
HOURS PER WEEK:
40
INTRODUCTION
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and brings their unique perspectives, ideas, and experiences, helping to create a work community that is culture-driven, resilient, results-focused, and effective.
ROLE SPECIFICS
This job is responsible for working with high-net worth clients in a Merrill branch with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
- Learns how to provide tailored and personalized advice to clients through reviews and presentations, including partnering with management to assess financial goals and recommending investment advisory strategies
- Understands client solutions that are best suited for their financial needs, such as core Banking, and Investment and Life Priority™ solutions
- Shadows Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth
- Leverages available resources and technologies to optimize the customer experience and serve the bank's customers with operational excellence and accuracy
- Participates in ongoing training focused on how to develop a book of business to meet and exceed predefined financial targets and determine how to progress to the next phase as an advisor
- Builds relationships with internal service providers based on client needs and asset thresholds
- Manages risk proactively in every aspect of business, product, and service transaction leveraging available tools
THE ADVISOR DEVELOPMENT PROGRAM (ADP) JOURNEY:
During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we’ll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch.
WE’LL HELP YOU:
- Get training and one-on-one mentorship from managers who are invested in your success. You’ll enroll in our Academy to develop as an advisor; the potential for growth is yours!
- Build connections to grow your network and business.
- Starting at a Merrill branch, you’ll interact with Merrill financial advisors, institutional retirement participants, and higher net worth clients.
- Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals.
- Learn about the full suite of financial solutions.
- Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority™ solutions, through Bank of America and Merrill to meet their financial needs.
AS A MERRILL FSA, YOU CAN LOOK FORWARD TO:
- A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.
- Marketing strategies to reach wider audiences with greater appeal.
- Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.
- Potential opportunities for professional growth.
- Leadership opportunities, including leading client and conference seminars.
WE’RE A CULTURE THAT:
- Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers.
- Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.
- Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.
- Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.
- Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.
- Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing, and giving they need to remain vibrant and vital.
REQUIRED QUALIFICATIONS:
- Currently holds FINRA Securities Industry Essentials (SIE)
- 4+ years of progressive professional and/or military experience
- 2+ years of experience in the investments industry
- Ability to obtain Series 7 and 66 licenses within allotted program time
- Is a self-starter who efficiently manages time and capacity
- Sets and accomplishes goals, achieving whatever one sets their mind to
- Builds and nurtures strong relationships
- Collaborates effectively with others to get things done
- Communicates effectively and confidently and is comfortable engaging all clients
- Manages goals, navigates complexity, prioritizes tasks, and executes in a fast-paced environment
- Likes to learn, adapts to new information and seeks the right solutions for clients
- Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients
DESIRED QUALIFICATIONS:
- Experience working in the financial service industry and/or a sales environment where goals were met or exceeded
- Strong computer skills and the ability to multitask in a demanding environment
- Bachelor's Degree, preferably in business-related field
- Proven ability to partner and promote lead generation
- Experience balancing investment management, sales activities, and new client development
- Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)
- Obtained insurance licenses
SKILLS:
- Account Management
- Client Investments Management
- Client Management
- Client Solutions Advisory
- Relationship Building
- Advisory
- Business Development
- Fraud Management
- Pipeline Management
- Portfolio Management
- Client Experience Branding
- Issue Management
- Prospecting
- Referral Identification
- Sales Performance Management
SHIFT:
1st shift (United States of America)
HOURS PER WEEK:
40
Job Roles at Bank of America
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Get Access To All JobsTips for Finding Bank of America OPT Eligible Jobs USA
Target Bank of America's structured analyst programs
Bank of America's Global Banking, Global Markets, and Quantitative Finance analyst programs are where most OPT students land. Apply to these tracks directly rather than general openings, they have dedicated international hiring pipelines and are more likely to support the OPT-to-H-1B transition.
Confirm E-Verify enrollment before accepting STEM OPT roles
Bank of America is enrolled in E-Verify, which is a hard requirement for any STEM OPT 24-month extension. Verify this with your recruiter before signing an offer if you're relying on the extension window to bridge toward H-1B sponsorship.
Align your degree field to the role's O*NET classification
For STEM OPT eligibility, your degree must match the role's occupational classification. Use O*NET to confirm your job title falls under a qualifying STEM occupation before your start date, not after, mismatches discovered late can delay your extension filing.
Start your OPT application timeline around your offer date
USCIS recommends filing your OPT application up to 90 days before your program end date. Coordinate your start date with Bank of America's onboarding schedule so your OPT EAD is valid on day one, gaps in authorization can delay your start.
Use Migrate Mate to find Bank of America's H-1B filing history
Before you invest in an application, use Migrate Mate to review Bank of America's H-1B LCA filing history by role and location. This shows which positions have historically moved from OPT to H-1B, helping you target roles with a realistic path to long-term sponsorship.
Prepare for the prevailing wage conversation before negotiating
Bank of America sets salaries for sponsored roles using DOL prevailing wage standards. Look up your target role's wage level on the OFLC Wage Search by location before your offer discussion so you understand the floor your compensation must meet for any future H-1B sponsorship.
Bank of America OPT Eligibility: Frequently Asked Questions
Does Bank of America sponsor OPT visas?
Bank of America doesn't sponsor OPT directly, OPT is work authorization granted by USCIS to F-1 students, not petitioned by employers. What Bank of America does is hire students who already hold an OPT EAD. For STEM OPT extensions, Bank of America's E-Verify enrollment satisfies the employer requirement, making it a practical choice for students in STEM-classified roles.
Which departments at Bank of America typically hire OPT students?
OPT students most commonly land in Global Banking, Global Markets, Global Technology, Risk Management, and Quantitative Finance at Bank of America. Technology and data roles, especially those mapped to STEM O*NET classifications, tend to be the strongest fit for students who need STEM OPT extension eligibility to bridge toward H-1B sponsorship.
How do I navigate the OPT hiring process at Bank of America?
Apply through Bank of America's campus recruiting portal during structured analyst program cycles. Disclose your OPT status early in the process and confirm your EAD start and end dates align with the offered start date. Your DSO handles the actual OPT paperwork with USCIS, Bank of America's HR team manages I-9 verification and E-Verify enrollment on their end.
How do I know if my OPT role at Bank of America qualifies for a STEM extension?
Your STEM OPT eligibility depends on two things: your degree must be in a qualifying STEM field, and your role must be classified under a STEM occupation per O*NET. Cross-reference your job title with O*NET before your OPT end date. Migrate Mate can also help you assess whether your role and employer profile support the full OPT-to-H-1B pathway at Bank of America.
What's the typical timeline for OPT students transitioning to H-1B at Bank of America?
Most OPT students who transition to H-1B at Bank of America follow the standard cap-subject H-1B cycle, with registration in March for an October start date. STEM OPT students have up to 36 months of total OPT work authorization, which covers two full H-1B registration cycles if the first lottery attempt is unsuccessful.
How does Bank of America hire OPT students?
OPT is work authorization granted directly to F-1 students after graduation — no employer petition is required. Bank of America can hire OPT students as soon as their EAD card is approved. STEM degree holders can extend OPT by 24 months when their employer is enrolled in E-Verify. Most companies that hire OPT students also support the transition to H-1B when the student's OPT period is ending. Check Bank of America's individual postings on Migrate Mate to confirm OPT acceptance per role.