Current jobs related to Financial Solutions Advisor Registration Candidate - Apex - Bank of America
-
Oracle Financial Technology Specialist
3 weeks ago
Apex, North Carolina, United States Revature Full timeAbout the RoleWe are seeking a talented and motivated individual to join our team as an Oracle Financial Technology Associate. As a key member of our team, you will play a critical role in the implementation and configuration of Oracle Financial systems, supporting financial technology projects, and analyzing and troubleshooting FinTech...
-
Apex, North Carolina, United States FusionWorks Full timeUnlock Your Potential in Insurance and Financial ServicesFusionWorks is seeking a talented and ambitious individual to join our team as an Insurance and Financial Investment Sales Professional. As a key member of our team, you will play a vital role in helping our customers achieve their financial goals and secure their future.What We Offer:A comprehensive...
-
LPN Clinic Nurse
6 days ago
Apex, North Carolina, United States A-Line Staffing Solutions Full timeLPN Job OpportunityA-Line Staffing Solutions is seeking a skilled LPN to join our team in Apex, NC. As a Licensed Practical Nurse, you will play a vital role in providing high-quality patient care in a clinic setting.Key Responsibilities:Administer vaccinations and injections, including influenza, COVID, and TB test placementsObtain vital signs and provide...
-
Relationship Banker
1 week ago
Apex, North Carolina, United States Bank of America Full timeJob Title: Relationship BankerAt Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert guidance. As a Relationship Banker, you will play a critical role in building strong relationships with our clients, understanding their financial needs, and providing tailored solutions to meet those...
-
Warehouse Operations Assistant
4 weeks ago
Apex, North Carolina, United States NovaTech Solutions Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Warehouse Assistant to join our team at NovaTech Solutions. As a key member of our production team, you will be responsible for ensuring the smooth operation of our warehouse and supporting our production processes.Key Responsibilities:Packaging of metal and wood partsSupporting production...
-
Revenue and Income Tax Specialist
3 weeks ago
Apex, North Carolina, United States BlueWave Solutions Full timeRevenue and Income Tax SpecialistFerrero is a forward-thinking family business with a global focus and world-renowned brands. Our distinctive products are enjoyed by generations of consumers around the world every day.The Ferrero Group is present in 55 countries and distributes its products in more than 170 countries. Our team of dedicated employees shares...
-
Computed Tomography Technologist
4 weeks ago
Apex, North Carolina, United States WakeMed Full timeAbout WakeMed:WakeMed Health & Hospitals is a leading provider of health services in Wake County, serving the community since 1961. Our mission is to improve the health and well-being of our community by providing outstanding and compassionate care.Job Summary:The CAT Scan Technologist operates computerized tomography equipment to produce high-quality images...
-
Clinical Pharmacist I
4 weeks ago
Apex, North Carolina, United States CHRISTUS Health Full timeJob SummaryWe are seeking a highly skilled Clinical Pharmacist to join our team at CHRISTUS Health. As a Clinical Pharmacist, you will play a critical role in ensuring the safe and effective use of medications in our hospital setting.Key ResponsibilitiesPrepare and dispense drug orders according to established policies and protocols.Interpret and transcribe...
-
Med Tech
2 days ago
Apex, United States Navion Senior Solutions Full timeForest Ridge of West Jefferson, NC, a Navion Senior Living Community, is seeking Certified Medication Technicians for medication administration-related roles. Our Medication Technicians are responsible for delivering high-quality medication administration and resident care oversight in a cutting-edge Assisted Living and Memory Care Community. Open interviews...
-
Med Tech
5 days ago
Apex, United States Navion Senior Solutions Full timeForest Ridge of West Jefferson, NC, a Navion Senior Living Community, is seeking Certified Medication Technicians for medication administration-related roles. Our Medication Technicians are responsible for delivering high-quality medication administration and resident care oversight in a cutting-edge Assisted Living and Memory Care Community. Open interviews...
-
Independent Optometrist Opportunity
4 weeks ago
Apex, North Carolina, United States EssilorLuxottica Full timePractice Freedom with EssilorLuxotticaAt EssilorLuxottica, we empower independent Doctors of Optometry to thrive in their own private practices. Our unique model allows you to operate with complete autonomy, making decisions that best suit your patients' needs.Key BenefitsProfessional Autonomy: Practice exactly as you decide, without company-imposed...
-
Social Services Professional
2 weeks ago
Apex, North Carolina, United States DaVita Full timeAbout the RoleWe are seeking a skilled Social Worker to join our team at DaVita, where you will play a vital role in supporting patients with End Stage Renal Disease.Key ResponsibilitiesBuild meaningful relationships with patients and their families in an intimate outpatient setting.Guide patients in managing the physical, mental, emotional, and financial...
-
Fitness Manager
2 weeks ago
Apex, North Carolina, United States Stretch Zone - 1040 Full timeJob Title: General Manager - Health and WellnessJob Summary:We are seeking a highly motivated and experienced General Manager to lead our Health and Wellness studio. The successful candidate will be responsible for the overall management of the studio, including staff supervision, customer service, and financial performance.Key Responsibilities:Oversee the...
-
Territory Sales Representative
1 week ago
Apex, United States Tri - Lift Industries Inc. Full timeJob Title: Territory Sales RepresentativeJoin Tri-Lift Industries Inc., a leading provider of material handling equipment and solutions, as a Territory Sales Representative. In this role, you will be responsible for growing revenue and reputation in your assigned geographic area, while helping our customers and clients increase their profitability.Key...
-
Independent Optometrist Opportunity
1 month ago
Apex, North Carolina, United States EssilorLuxottica Full timeAbout the OpportunityWe are seeking a highly skilled and experienced Independent Optometrist to join our team at EssilorLuxottica. As a private practice Doctor of Optometry, you will have the autonomy to operate your own office and provide high-quality optometric care and services to your patients.Practice BenefitsComplete Professional Autonomy: You will...
-
HVAC Service Technician
3 weeks ago
Apex, North Carolina, United States gpac Full timeJob Opportunity: HVAC Commercial Boiler/Chiller Service TechnicianWe are seeking a highly skilled and experienced HVAC Commercial Boiler/Chiller Service Technician to join our team at GPAC. As a leading search firm specializing in placing quality professionals, we are committed to delivering the right solutions at the right time.Key Responsibilities:Perform...
-
Bilingual Store Associate
3 weeks ago
Apex, United States Sherwin-Williams Full timeStore associates work closely with wholesale and retail customers to determine their needs, answer their questions about Sherwin-Williams products, and recommend the right solutions. Store associates are also expected to promptly resolve any customer concerns and ensure maximum client satisfaction as well as stay up-to-date with product features and maintain...
-
Customer Experience Director
4 weeks ago
Apex, North Carolina, United States Apex Tool Group Full timeAbout the RoleWe are seeking a highly skilled and experienced Director of Customer Experience to lead our North American Customer Experience activities. This role will be responsible for ensuring consistent and optimized Customer Experience processes across all regions globally.Key ResponsibilitiesProvide strategic leadership to the Customer Experience...
-
Mental Health Therapist
3 weeks ago
Apex, North Carolina, United States UPMC Full timeJob SummaryUPMC is seeking a full-time Mental Health Counselor I to support Western Behavioral Health at Mon Yough in White Oak, PA.Key ResponsibilitiesProvide counseling and casework services within the MH Residential Programs.Educate and assist individuals with daily living, financial, socialization, mobility, and survival skills.Support the Long Run Road...
-
Facilities Operations Manager
4 weeks ago
Apex, North Carolina, United States Novanta Full timeJob Title: Facilities ManagerNovanta is seeking a skilled Facilities Manager to oversee the operation and maintenance of our 165,000-square-foot building in the Raleigh, NC area. The ideal candidate will have a strong background in facilities management and the ability to maintain a safe, efficient, and compliant facility.Key Responsibilities:Proactively...
Financial Solutions Advisor Registration Candidate
3 months ago
Financial Solutions Advisor Registration Candidate - Consumer Investments - Apex Financial Center page is loaded
Financial Solutions Advisor Registration Candidate - Consumer Investments - Apex Financial Center
Apply
locations
Apex
time type
Full time
posted on
Posted 6 Days Ago
job requisition id
24018384
Job Description:
This job will be open and accepting applications for a minimum of seven days from the date it was posted.
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