Financial Solutions Advisor Registration Candidate

2 months ago

Annapolis, United States National Black MBA Association Full time

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 skills: • 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 skills: • 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 #J-18808-Ljbffr

  • Financial Solutions Advisor Registration Candidate

    2 weeks ago

    Annapolis, United States Bank of America Full time

    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...

  • Financial Advisor

    2 months ago

    Annapolis, United States Financial Growth Partners Full time

    DescriptionOverview: Are you passionate about serving others? We're looking for caring, dynamic, and experienced Financial Advisors to grow our team across the Mid-Atlantic with those who share our passion and values. Our Financial Advisor role is an investment-related sales position that is expected to progress into the Insurance Business....

  • Financial Advisor Assistant

    1 month ago

    Annapolis, United States Scarborough Capital Management Full time

    Position DescriptionTitle: Financial Advisor Sales AssistantBenefits: YesStatus: Full-TimeJob SummaryScarborough Capital Management is an independent wealth management firm located in Annapolis, Maryland that provides active investment management and financial advisory services for approximately 4,000 clients around the country. We have an immediate opening...

  • Financial Advisor Assistant

    1 month ago

    Annapolis, United States Scarborough Capital Management Full time

    Position DescriptionTitle: Financial Advisor Sales AssistantBenefits: YesStatus: Full-TimeJob SummaryScarborough Capital Management is an independent wealth management firm located in Annapolis, Maryland that provides active investment management and financial advisory services for approximately 4,000 clients around the country. We have an immediate opening...

  • Financial Advisor

    2 weeks ago

    Annapolis, United States First Command Full time

    4 out of 5 of our Advisors are veterans or military spouses Who we are: First Command is committed to helpingmilitary families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth. #CB What our Advisors do: Directly...

  • licensing & registration technician i

    4 weeks ago

    Annapolis, Maryland, United States State of Maryland - DNR - Licensing & Registration Services Full time

    IntroductionThis is a position specific recruitment for the Maryland Department of Natural Resources, Licensing and Registration Service. This recruitment will be used to fill current vacancies for the position and may be used to fill future vacancies in the same classification/function. Future vacancies may also be filled via other recruitments. The...

  • Financial Advisor Trainee

    1 month ago

    Annapolis, United States Raymond James Full time

    Job Summary: Through distance learning, apprenticeship and training at the firm’s international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors. The program takes a holistic approach by incorporating training for technical and sales skills to fully position new...

  • Financial Analyst Advisor

    3 weeks ago

    Annapolis, United States General Dynamics Information Technology Full time

    Job Description: Type of Requisition: Regular Clearance Level Must Currently Possess: None Clearance Level Must Be Able To Obtain: Top Secret SCI + Polygraph Suitability: Public Trust/Other Required: None Job Family: Financial Analysis Skills: Finance, Finance Strategy, Financial Analysis Experience: 8 + years of related experience US Citizenship Required:...

  • Financial Analyst Advisor

    2 months ago

    Annapolis, United States General Dynamics Information Technology Full time

    Job Description: Type of Requisition: Regular Clearance Level Must Currently Possess: None Clearance Level Must Be Able To Obtain: Top Secret SCI + Polygraph Suitability: Public Trust/Other Required: None Job Family: Financial Analysis Skills: Job Qualifications: Finance, Finance Strategy, Financial Analysis Certifications: Experience: 8 + years of related...

  • Legal Advisor

    6 days ago

    Annapolis, Maryland, United States Creative Financial Staffing Full time

    Legal Advisor OpportunityCreative Financial Staffing is seeking a skilled Legal Advisor to join a reputable non-profit organization.Location: Flexible work environment with a standard schedule of 8am-5pm, Monday through Friday.The organization provides excellent employee benefits, including complimentary parking and a modern office setting with scenic...

  • Financial Planner

    4 weeks ago

    Annapolis, United States Fidelity Investments Full time

    Job Description:Financial ConsultantIf you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...

  • Financial Consultant

    3 months ago

    Annapolis, United States Fidelity TalentSource LLC Full time

    Job Description:Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...

  • Financial Aid School Advisor

    2 months ago

    Annapolis, United States Paul Mitchell Schools Full time

    Paul Mitchell The School TEMPLE ANNAPOLIS is seeking a qualified Financial Aid team member to join our team. With over one hundred schools nation-wide, Paul Mitchell Schools is growing faster than ever. Our "One Size Fits All" and "Be Nice" culture creates a uniquely wonderful learning environment that attracts the most qualified staff team members who...

  • Financial Aid School Advisor

    1 month ago

    Annapolis, United States Paul Mitchell Schools Full time

    Job DescriptionJob DescriptionPaul Mitchell The School TEMPLE ANNAPOLIS is seeking a qualified Financial Aid team member to join our team. With over one hundred schools nation-wide, Paul Mitchell Schools is growing faster than ever. Our "One Size Fits All" and "Be Nice" culture creates a uniquely wonderful learning environment that attracts the most...

  • Pre-Registration Associate

    1 month ago

    Annapolis, United States Covenant Surgical Partners Full time

    Annapolis 820 Bestgate Rd Annapolis, MD 21401, USA Annapolis 820 Bestgate Rd Annapolis, MD 21401, USA Anne Arundel Gastroenterology Associates (AAGA) , a Covenant Physician Partner, is hiring a full-time Pre-Registration Associate to join our growing team. About the Opportunity Shift: Typical hours are Monday through Friday, 8:00 am to 4:30 pm, with a...

  • Pre-Registration Associate

    2 months ago

    Annapolis, United States Covenant Physician Partners Full time

    Anne Arundel Gastroenterology Associates (AAGA), a Covenant Physician Partner, is hiring a full-time Pre-Registration Associate to join our growing team. About the Opportunity Shift: Typical hours are Monday through Friday, 8:00 am to 4:30 pm, with a half-hour lunch break. AAGA is not open on weekends or holidays. The Pre-Registration Representative is...

  • Financial Administrator

    1 month ago

    Annapolis, Maryland, United States State of Maryland - Governor's Office for Children Full time

    IntroductionThe Governor's Office for Children serves as a central coordinating office to support the well-being of children and families and reduce the number of children living in poverty, which requires a holistic, coordinated approach within State government and across public and private sectors at the federal, State, and local levels. The Governor's...

  • IT Solutions Architect

    5 days ago

    Annapolis, Maryland, United States Strategic Solutions LLC Full time

    Position Overview:We are looking for a proficient Information Technology Solutions Architect to conceptualize and execute IT services, solutions, and infrastructure that align with our organizational objectives. The successful candidate will possess significant experience in managing the architecture of intricate systems and collaborating across various...

  • IT Solutions Architect

    6 days ago

    Annapolis, Maryland, United States Strategic Solutions LLC Full time

    Position Overview:Strategic Solutions LLC is in search of a proficient Information Technology Solutions Architect to conceptualize and execute IT services, solutions, and infrastructure that are in harmony with our organizational objectives. The successful candidate will possess substantial experience in managing the architecture of intricate systems and...

  • Lead Storage Solutions Architect

    6 days ago

    Annapolis, Maryland, United States Quevera Full time

    Position Overview: Quevera is on the lookout for a System Engineer 3 to become a vital part of our dynamic, collaborative, and innovative team. We offer an environment that transcends the traditional job experience, where leadership is committed to nurturing your career growth and development. Our focus is on creating a diverse and inclusive workplace that...