Current jobs related to National Financial Solutions Advisor - Cockeysville - Bank of America

  • Financial Solutions Associate

    4 weeks ago

    Cockeysville, Maryland, United States Bank of America Full time

    Job Title: Investment Specialist TraineeCompany: Bank of AmericaDescription:As an Investment Specialist Trainee, you will embark on a rewarding career path within the financial services sector. Your role will encompass the following responsibilities:Assess and understand the financial needs of clients to offer tailored solutions.Engage in comprehensive...

  • Financial Services Associate

    1 day ago

    Cockeysville, Maryland, United States Jacob William Advisory Full time

    Job OverviewJacob William Advisory is a dynamic and growing wealth management firm dedicated to serving clients' needs beyond their expectations. We are seeking a highly motivated and detail-oriented individual to join our team as a Client Service Associate.This role plays a critical part in supporting our Advisors and creating an exceptional customer...

  • Financial Planner

    1 day ago

    Hunt Valley, Cockeysville, MD, USA, United States Lenox Advisors Full time

    About Lenox AdvisorsLenox Advisors is a premier wealth and insurance advisory firm dedicated to providing solutions for high-net-worth individuals and their families. Our team of professional fiduciaries is committed to keeping our clients at the center of everything we do, while maintaining a collegial and collaborative environment that fosters growth and...

  • Financial Representative

    3 months ago

    Cockeysville, United States Northwestern Mutual Full time

    As business owners, Financial Representatives at Northwestern Mutual Hunt Valley, MD and York, PA help their clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientele and delivering financial solutions with help from our industry-leading training, mentors, and products. Discover your...

  • Senior Financial Actuary for Healthcare Solutions

    1 month ago

    Cockeysville, Maryland, United States WTW Full time

    Senior Associate in Healthcare Finance and Actuarial ServicesWTW is looking for a Senior Associate in Healthcare Finance and Actuarial Services to become a vital part of our Financial Actuarial & Analytics (FAA) Community of Expertise. This position is essential for evaluating and overseeing a range of intricate projects related to employer health and group...

  • Advertising Solutions Specialist

    3 weeks ago

    Cockeysville, Maryland, United States Sinclair Inc. Full time

    About the RoleSinclair Inc. is seeking a highly motivated and experienced Business Development Executive to join our dynamic team. As a key member of our sales team, you will be responsible for driving revenue growth and shaping the future of digital advertising.Key ResponsibilitiesDevelop and Execute Sales StrategyDevelop and execute a comprehensive sales...

  • Senior Financial Analyst

    4 weeks ago

    Cockeysville, Maryland, United States McCormick & Company Full time

    At McCormick & Company, recognized globally for our excellence in herbs, spices, seasonings, and condiments, we are committed to fostering a diverse and inclusive workplace.We are currently seeking a Senior Financial Analyst – Sales Finance to join our dynamic team in a Hybrid capacity at our Global Headquarters.What We Offer:We believe that our employees...

  • Physical Therapist

    2 weeks ago

    Cockeysville, United States National Staffing Solutions Full time

    At National Staffing Solutions, we have the privilege and honor of working with dedicated healthcare professionals that make a positive impact in aiding those needing healthcare services across the U.S. every day. It is our passion, drive and integrity that enables us to continue our focus in assisting remarkable healthcare professionals like yourself in...

  • Physical Therapist

    4 days ago

    Cockeysville, United States National Staffing Solutions Full time

    At National Staffing Solutions, we have the privilege and honor of working with dedicated healthcare professionals that make a positive impact in aiding those needing healthcare services across the U.S. every day. It is our passion, drive and integrity that enables us to continue our focus in assisting remarkable healthcare professionals like yourself in...

  • Financial Analyst

    1 month ago

    Cockeysville, United States Aston Carter Full time

    Job Title: Financial Analyst Job Description The Pricing & Estimating Financial Analyst will support the Proposal Manager and Pricing Analyst in developing cost proposals and various pricing exercises. The Analyst will help to create fully-supported, compliant proposals that are current, accurate, and complete in accordance with customer requests, Federal...

  • Client Investment Advisor

    1 month ago

    Cockeysville, Maryland, United States Bank of America Full time

    Job Title: Investment Specialist TraineeCompany: Bank of AmericaDescription:As an Investment Specialist Trainee, you will play a pivotal role in our team by:Assessing and understanding clients' financial needs to offer tailored solutions.Engaging in comprehensive training programs to acquire necessary certifications.Prioritizing service excellence while...

  • Client Service Associate

    20 hours ago

    Cockeysville, United States Jacob William Advisory Full time

    Description Jacob William Advisory, an independent advisory firm in Cockeysville, MD, is seeking a motivated and detail-oriented individual with a passion for helping others to join our growing team as a Client Service Associate. This position plays an important role in supporting our Advisors and creating an exceptional customer experience for clients as we...

  • Financial Operations Manager

    4 weeks ago

    Cockeysville, Maryland, United States PeopleShare Full time

    Are you an experienced accounting professional with expertise in financial management and team oversight? We are looking for a committed Accounting Manager to enhance our financial operations.This position offers competitive compensation, a potential hybrid work arrangement, and the chance to make a significant impact within a vibrant team.Position Overview:...

  • Financial Operations Manager

    1 month ago

    Cockeysville, Maryland, United States PeopleShare Full time

    Are you an experienced accounting professional with expertise in financial management and team oversight? We are looking for a committed Accounting Manager to enhance our financial operations.This position offers competitive compensation, a potential hybrid work arrangement, and the chance to make a significant impact within a vibrant organization.Accounting...

  • Financial Operations Manager

    1 month ago

    Cockeysville, Maryland, United States PeopleShare Full time

    Are you an experienced accounting expert with a strong background in financial strategy and team management? We are looking for a committed Accounting Manager to enhance our operations.This position offers competitive compensation, a potential hybrid work arrangement, and the chance to be part of a vibrant team.Accounting Manager Position Overview: Schedule:...

  • Financial Operations Manager

    1 month ago

    Cockeysville, Maryland, United States PeopleShare Full time

    Are you an experienced accounting professional with expertise in financial management and team oversight? We are looking for a committed Accounting Manager to take charge of our financial operations.This position offers competitive compensation, a potential hybrid work arrangement, and the chance to make a significant impact within a vibrant team.Accounting...

  • Senior Financial Analyst

    2 weeks ago

    Cockeysville, Maryland, United States McCormick & Company Full time

    Job Title: Sr. Financial Analyst - Sales FinanceWe are seeking a highly skilled Sr. Financial Analyst - Sales Finance to join our team at McCormick & Company. As a key member of our Sales Finance team, you will be responsible for providing financial expertise and support to our Sales Field, driving sales growth and effectively managing trade spend.Key...

  • Financial Analyst

    2 weeks ago

    Cockeysville, Maryland, United States Textron Full time

    Job Summary:The Financial Analyst is a key member of the Financial Planning & Analysis (FP&A) team, reporting to the Senior Manager of FP&A. This role will support multiple functional departments across Textron Systems and select subsidiaries. The Analyst will be responsible for coordinating, establishing, and monitoring of yearly departmental overhead...

  • Financial Analyst – FP&A – Hunt Valley, MD

    7 days ago

    Cockeysville, Maryland, United States Textron Full time

    Job Summary:The Financial Analyst is a vital member of the Financial Planning & Analysis (FP&A) team, reporting to the Senior Manager of FP&A. This role will support multiple functional departments across Textron Systems and select subsidiaries. The Analyst will be responsible for coordinating, establishing, and monitoring of yearly departmental overhead...

  • Senior Financial Analyst

    4 weeks ago

    Cockeysville, Maryland, United States McCormick & Company Full time

    At McCormick, a renowned name in the realm of herbs, spices, seasonings, and condiments, we are on the lookout for exceptional talent to enhance our team.With a global workforce of 14,000 dedicated individuals, McCormick is committed to fostering a supportive and rewarding work environment.We are currently seeking a Senior Financial Analyst – Sales Finance...

National Financial Solutions Advisor

3 months ago

Cockeysville, United States Bank of America Full time

Job Description: National Financial Solutions Advisor

- Development Program

:

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 Solutions Advisors—those with a passion for growing a long-term career and a drive to make our clients’ financial lives better. Through a contact center environment, FSAs leverage the Bank of America and Merrill offering model and collaborate with business partners to provide deliver the full power of the Enterprise by providing advice to help our clients achieve their financial goals; solutions include investment, banking, and lending. FSAs set clear expectations to create a smooth transition and continuation of the Bank of America/Merrill relationship.

As a National Financial Solutions Advisor (DP) , your journey begins by 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. Through a contact center environment, FSAs leverage the Bank of America and Merrill offering model, and collaborate with business partners to deliver the full power of the Enterprise by providing advice to help our clients achieve their financial goals; solutions include investment, banking, and lending. FSAs set clear expectations to create a smooth transition and continuation of the Bank of America/Merrill relationship. 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 disciplinary action up to and including termination.

Once you have demonstrated success, you will have the opportunity to advance in many roles within Bank of America and Merrill, typically progressing into the next level of Financial Solutions Advisor. And we will support you along the way with dedicated programs, tools and resources throughout your career journey.

We’ll help you 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 90 Days - a requirement for the role.

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.

Build your network. 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, you can look forward to Unlimited potential for financial growth.

Building 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.

We’re a culture which 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 skills Sets and accomplishes goals, achieving whatever you put your mind to.

Is comfortable in a sales role, finding ways to nurture strong client relationships.

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 skills A bachelor’s degree, and 0-2 years’ of experience working in a service industry and/or a metrics-based sales environment where goals were met or exceeded.

Experience assessing client needs,identifying/recommendingsolutions, and building/managing client relationships.

Strong computer skills with an ability to multitask in a demanding environment.

Shift: 1st shift (United States of America)

Hours Per Week: 40 #J-18808-Ljbffr