Current jobs related to Financial Solutions Advisor Registration Candidate - Brentwood - Bank of America

  • Financial Advisor

    5 months ago

    Brentwood, United States Shoemaker Financial Full time

    Shoemaker Financial is a comprehensive financial services firm that provides customized solutions to assist clients in reaching their goals. Advisors will assess clients' needs, develop strategies to help them achieve their goals, and implement those recommendations by offering the appropriate solutions. Financial Advisors receive: Comprehensive training...

  • Merrill Financial Solutions Advisor

    4 days ago

    Brentwood, California, United States Bank of America Full time

    Merrill Financial Solutions Advisor Job DescriptionThis role is responsible for working with high-net worth clients in a Merrill branch, identifying their needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with their goals.The key responsibilities include leveraging technology to achieve business...

  • Financial Solutions Advisor

    1 week ago

    Brentwood, Tennessee, United States Bank of America Full time

    Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experienced financial advisors and wealth management client associates help clients pursue their life goals through a personal relationship with their advisory team...

  • Senior Financial Advisor

    4 weeks ago

    Brentwood, Tennessee, United States Edelman Financial Engines Full time

    About the RoleWe are seeking a highly skilled Senior Financial Advisor to join our team at Edelman Financial Engines. As a Senior Financial Advisor, you will provide objective, fee-based advice and asset management to help our clients build a better financial future.Key ResponsibilitiesProvide outstanding financial advice and guidance to clientsEvaluate...

  • Senior Financial Advisor

    3 weeks ago

    Brentwood, Tennessee, United States Edelman Financial Engines Full time

    About the RoleWe are seeking a highly skilled Senior Financial Advisor to join our team at Edelman Financial Engines. As a Senior Financial Advisor, you will provide objective, fee-based advice and asset management to help our clients build a better financial future.Key ResponsibilitiesProvide outstanding financial advice and guidance to clientsEvaluate...

  • Senior Financial Advisor

    4 days ago

    Brentwood, California, United States Edelman Financial Engines Full time

    We are seeking a highly skilled Senior Financial Advisor to join our team at Edelman Financial Engines. As a Senior Financial Advisor, you will provide objective, fee-based advice and asset management to help our clients build a better financial future.Your role will be to serve the client's best interests, providing outstanding financial advice and...

  • Senior Financial Advisor

    4 weeks ago

    Brentwood, Tennessee, United States Edelman Financial Engines Full time

    About the RoleWe are seeking an experienced Senior Financial Advisor to join our team at Edelman Financial Engines. As a Senior Financial Advisor, you will provide objective, fee-based advice and asset management to help our clients build a better financial future.ResponsibilitiesProvide outstanding financial advice and guidance to clientsEvaluate client...

  • Senior Financial Advisor

    4 weeks ago

    Brentwood, Tennessee, United States Edelman Financial Engines Full time

    About the RoleWe are seeking an experienced Senior Financial Advisor to join our team at Edelman Financial Engines. As a Senior Financial Advisor, you will provide objective, fee-based advice and asset management to help our clients build a better financial future.ResponsibilitiesProvide outstanding financial advice and guidance to clientsEvaluate client...

  • Senior Financial Advisor

    3 days ago

    Brentwood, Tennessee, United States Edelman Financial Engines Full time

    About the RoleWe are seeking an experienced Financial Advisor to join our team at Edelman Financial Engines. As a Senior Financial Advisor, you will provide objective, fee-based advice and asset management to help our clients build a better financial future.Your key responsibilities will include:Providing outstanding financial advice to clientsServing the...

  • Senior Financial Advisor

    4 days ago

    Brentwood, California, United States Edelman Financial Engines Full time

    We are seeking a highly skilled Senior Financial Advisor to join our team at Edelman Financial Engines. As a Senior Financial Advisor, you will provide objective, fee-based advice and asset management to help our clients build a better financial future.Key Responsibilities:Serve the client's best interests, providing outstanding financial advice and...

  • Senior Financial Advisor

    1 week ago

    Brentwood, Tennessee, United States Edelman Financial Engines Full time

    About the RoleAs a Senior Financial Advisor at Edelman Financial Engines, you will play a critical role in helping our clients achieve their financial goals. With a focus on providing objective, fee-based advice and asset management, you will work closely with clients to understand their unique needs and develop personalized financial plans. Key...

  • Senior Financial Advisor

    2 weeks ago

    Brentwood, Tennessee, United States Edelman Financial Engines Full time

    About the RoleWe are seeking a highly skilled Senior Financial Advisor to join our team at Edelman Financial Engines. As a key member of our team, you will provide objective, fee-based advice and asset management to help our clients achieve their financial goals.Key ResponsibilitiesProvide outstanding financial advice and guidance to clientsEvaluate client...

  • Financial Services Professional

    1 month ago

    Brentwood, Tennessee, United States Shoemaker Financial Full time

    Financial Services Career Opportunity About Shoemaker Financial Shoemaker Financial is an independent financial planning firm. Our team of experts provides tailored solutions to help clients achieve their financial goals. As a Financial Advisor, you will play a key role in evaluating clients' needs, creating strategies, and implementing recommendations...

  • Financial Advisor

    4 weeks ago

    Brentwood, United States Find Great People | FGP Full time

    The Financial Advisor is responsible for sourcing and educating leads to the value of an advisory relationship and once obtaining leads to clients, help them achieve and exceed their financial goals. The Financial Advisor leads his or her team effort to serve clients in a sincere, ethical, and progressive way so that long term, generational relationships are...

  • Lead Financial Analyst

    7 days ago

    Brentwood, Tennessee, United States Broadridge Financial Solutions , Inc. Full time

    Job SummaryWe are seeking a highly skilled Lead Financial Analyst to join our team at Broadridge Financial Solutions, Inc. The successful candidate will be responsible for providing financial analysis and planning support to senior management, driving business growth, and ensuring the accuracy and integrity of financial data.Key ResponsibilitiesPartner with...

  • Relationship Manager

    1 month ago

    Brentwood, Tennessee, United States Principal Financial Group Full time

    About the RoleWe are seeking a skilled Relationship Manager to join our team at Principal Financial Group. As a key member of our Customer Care area, you will develop deep relationships with advisors, plan sponsors, and third-party administrators in our 25M - 200M market space in the Memphis, TN area.Key ResponsibilitiesCollaborate with plan sponsors and...

  • Wealth Advisor

    1 week ago

    Brentwood, United States SageSpring Wealth Partners Full time

    Company DescriptionSageSpring Wealth Partners is a financial planning firm with over 170 employees dedicated to improving clients' lives through comprehensive financial planning. The firm's purpose since 2002 has been to educate and guide clients to reach their highest financial goals. With eleven offices across the country, SageSpring Wealth Partners...

  • Wealth Advisor

    2 weeks ago

    Brentwood, United States SageSpring Wealth Partners Full time

    Company DescriptionSageSpring Wealth Partners is a financial planning firm with over 170 employees dedicated to improving clients' lives through comprehensive financial planning. The firm's purpose since 2002 has been to educate and guide clients to reach their highest financial goals. With eleven offices across the country, SageSpring Wealth Partners...

  • Financial Relationship Manager

    3 weeks ago

    Brentwood, Tennessee, United States Dynasty Financial Partners Full time

    Relationship ManagerDynasty Financial Partners is seeking a seasoned professional to join our team as a Relationship Manager. This key role will be responsible for building and maintaining strong relationships with our client firms, driving business growth, and providing strategic guidance to our partners.Key Responsibilities:Develop and execute strategic...

  • Financial Services Coordinator

    1 week ago

    Brentwood, Tennessee, United States Talently Recruiting Full time

    Job OverviewWe are seeking a highly motivated and detail-oriented Financial Services Coordinator to join our team at Talently Recruiting. As a key member of our financial services team, you will play a critical role in supporting our financial advisors and clients in achieving their retirement goals.Key ResponsibilitiesCoordinate with clients, advisors, and...

Financial Solutions Advisor Registration Candidate

3 months ago

Brentwood, United States Bank of America Full time

Financial Solutions Advisor Registration Candidate – Consumer Investments- Brentwood Financial Center page is loaded

Financial Solutions Advisor Registration Candidate – Consumer Investments- Brentwood Financial Center

Apply

locations

Brentwood

time type

Full time

posted on

Posted Yesterday

job requisition id

24019552

Job Description: At Bank of America, we’re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most – whether they are just starting out, buying a home, building a family or planning for retirement. As part of our commitment, we are looking for the next generation of Financial Advisors—those with a passion for growing a long-term career and a drive to make our clients’ financial lives better.

If you are an individual who is passionate about helping clients reach their financial goals, join Bank of America’s

Advisor Development Program

and become an investment specialist in one of over 4,000 financial center locations nationwide. From day one, you will receive training from our-award winning

Academy at Bank of America , including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience.

The Academy

offers a defined path to becoming an advisor through a multi-stage training program, one that provides you with the necessary experience and skills to succeed in your role and throughout your career journey.

As a

Financial Solutions Advisor Stage I (FSA I) , your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.

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.

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 Academy managers who are invested in your success. •

Grow your business knowledge

by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. •

Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses

(63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your

SIE

within 30 days of being hired & your

Series 7 & 66

within 120 Days - a requirement for the role. •

Build your network.

Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. •

Provide end-to-end comprehensive advice,

deliver client

reviews/presentations

with confidence and recommend strategies to help clients achieve their financial goals and life priorities. •

Collaborate with core banking and investment partners.

Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.

As a Financial Solutions Advisor Stage I, you can look forward to • Unlimited potential for financial growth. • A strong referral base from across the business through our relationship with one in every two households. • Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education. • Robust marketing support to reach wider audiences with greater appeal. • Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes. • Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.

We’re a culture that • Believes in responsible growth and has a proven dedication to supporting the communities we serve. • Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience. • Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world. • Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs. Required Qualifications: • Sets and accomplishes goals, achieving whatever you put your mind to. • Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients. • Communicates clearly and confidently with clients from all walks of life. • Works well with others and collaborates productively to get things done. • Can manage complexity, prioritize tasks and execute in a fast-paced environment. • Likes to learn on your feet, adapting to new information and seeking the right solutions for clients. • Efficiently manages your time and capacity. • Is thorough and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients.

Desired Qualifications: • Strong computer skills with an ability to multitask in a demanding environment. • A bachelor’s degree, or 1-2 years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Experience assessing client needs,

identifying/recommending

solutions, and building/managing client relationships. Shift: 1st shift (United States of America)

Hours Per Week: 40 About Us

Bank of America is committed to help employees through the transition period when they’re displaced as a result of a workforce reduction, realignment or similar measure.

Please review the resume writing and interviewing tips provided below to help prepare you for your next career opportunity. Regardless of the position you are interested in, the starting points to building your resume are the same: 1. Determine the job or types of jobs you want to do and research their responsibilities and qualifications. 2. Think about why you can do the job and make a list of your skills that are relative to the job. 3. Identify experiences or accomplishments that show your proficiency in the skills required for the job. 4. Summarize your abilities, accomplishments and skills into a brief, concise document.

Considerations when writing a resume • Do be brief. Resumes should be 1-2 pages in length. • Do be upbeat and active in your wording. • Do emphasize what you have done clearly and concretely. • Do be neat and well organized. • Do have others proofread and critique your resume. Spell check. Make it error free. • Do use high quality, white or light colored 8½ x 11 paper. Use a laser printer if possible. • Don't be dishonest, always tell the truth about yourself in the most flattering light. • Don't include salary history or requirements. • Don't include references. • Don't include accomplishments that do not support your professional goals. •

Don't include anything that isn't relevant. (For example, don't mention your fondness for swimming unless you want to work on the water.) • Don't use italics, underlining, shadows or other fancy treatments. Seven steps to a successful interview 1. Anticipate –Put yourself in the interviewer's position. What do you believe the interviewer is most interested in? Why do you think you have been invited to interview? 2. Research –What are the primary functions of the line of business? What are the success factors for the job? Is there a job description available? 3. Assess –Think about your skills, abilities, knowledge, interests, traits, values and accomplishments. Match them to what you know about the job. Consider which ones you should highlight. 4. Prepare Answers –Think about what the interviewer may ask, determine what the best answer is and write it down. 5. Prepare Questions – Interviewing is a two-way street. By asking thoughtful questions, you communicate your interest and learn a lot about the job. Choose two or three questions to ask your interviewer. Avoid asking a lot of questions about vacation time or breaks. 6. Practice – It may seem awkward, but it is the best way to come across well in an interview. Practice your own "great responses" with others or in front of a mirror until you appear relaxed and at ease. 7. Follow-up – Send a brief follow-up letter to the interviewer. Keep in mind that the many job searchers will not send a follow-up letter. Sending one can become a competitive advantage.

#J-18808-Ljbffr