Financial Solutions Advisor Registration Candidate

1 week ago

Louisville, United States Disability Solutions 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:
• Bi-lingual, Spanish/English

• 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

  • Financial Solutions Specialist

    3 weeks ago

    Louisville, Kentucky, United States OneMain Financial Full time

    About the RoleAs a Financial Solutions Specialist at OneMain Financial, you will play a critical role in helping customers achieve their financial goals by providing access to friendly, fast, and affordable financing for life's expenses. In this dynamic position, you will learn the lending and servicing business, enabling you to grow your career and excel in...

  • Annuity Sales

    1 month ago

    Louisville, United States United Placement Group Full time

    We are seeking a self-motivated and hard-working Insurance, Annuity and Financial Planning Professional to join our team and make a significant impact on our clients' financial well-being. If you are dedicated to providing exceptional financial planning services and have a proactive approach to success, we want to hear from you. ( Must Have Active Life and...

  • Part-time Advisor Assistant

    3 weeks ago

    Louisville, United States Corebridge Financial Inc. Full time

    Part Time Advisor Assistant Florence, KY About the role As a Part Time Advisor Assistant you will be responsible for: * Generate energy, excitement, and passion around Corebridge products! You are aware and have a deep understanding that Corebridge Financial provides a customer service experience to our customers that is industry leading * Provide...

  • Financial Planning Analyst

    4 weeks ago

    Louisville, United States Barnes Young Wealth Advisors Full time

    Financial Planning Associate works with Financial Advisors and Partners to deliver financial security to their clients through a comprehensive planning process that integrates risk and investment products. Associates help financial representatives increase productivity by providing planning and integrated operations support. The ideal candidate will have an...

  • Financial Planning Analyst

    1 month ago

    louisville, United States Barnes Young Wealth Advisors Full time

    Financial Planning Associate works with Financial Advisors and Partners to deliver financial security to their clients through a comprehensive planning process that integrates risk and investment products. Associates help financial representatives increase productivity by providing planning and integrated operations support. The ideal candidate will have...

  • Financial Planning Analyst

    1 month ago

    Louisville, United States Barnes Young Wealth Advisors Full time

    Financial Planning Associate works with Financial Advisors and Partners to deliver financial security to their clients through a comprehensive planning process that integrates risk and investment products. Associates help financial representatives increase productivity by providing planning and integrated operations support. The ideal candidate will have...

  • Centerline Wealth Advisors | Marketing Admin Specialist

    3 days ago

    louisville, United States Centerline Wealth Advisors Full time

    About the CompanyCenterline Wealth Advisors is a leading Independent Advisory firm delivering Wealth Management and Life Planning services to a select group of High Net Worth clients and their families. Recognized for over two decades of success guiding our clients to financial security through meticulous and comprehensive planning, Centerline works...

  • Financial Expert for Oracle Hyperion Implementations

    3 weeks ago

    Louisville, Kentucky, United States Simple Solutions Full time

    Are you a skilled finance professional looking for a challenging role that combines technical expertise with business acumen? We are seeking a Financial Expert to join our team at Simple Solutions, where you will play a key role in implementing Oracle Hyperion solutions.About the RoleWe are seeking a highly experienced financial expert to lead the...

  • Associate Advisor

    1 month ago

    Louisville, United States Savant Wealth Management Full time

    Associate Advisor - Louisville, KYAre you passionate about building a career in financial advisory services and eager to master the Savant Wealth Management process? As an Associate Advisor, youll be on a path to develop your financial planning expertise, actively pursuing the CFP designation while learning the ins and outs of exceptional client service. In...

  • Financial Services Professional

    3 weeks ago

    Louisville, Kentucky, United States Savant Wealth Management Full time

    Overview">Savant Wealth Management is a fee-only, independent RIA firm dedicated to providing wise counsel to individuals, families, and businesses. We offer investment management, financial planning, retirement planning, and family office services.">About the Role">We are seeking an Associate Advisor to join our team. As an Associate Advisor, you will be on...

  • Associate Advisor

    1 week ago

    Louisville, United States Savant Wealth Management Full time

    Associate Advisor - Louisville, KYPlease double check you have the right level of experience and qualifications by reading the full overview of this opportunity below.Are you passionate about building a career in financial advisory services and eager to master the Savant Wealth Management process? As an Associate Advisor, youll be on a path to develop your...

  • Associate Advisor

    4 weeks ago

    Louisville, United States Savant Wealth Management Full time

    Associate Advisor - Louisville, KYBelow covers everything you need to know about what this opportunity entails, as well as what is expected from applicants.Are you passionate about building a career in financial advisory services and eager to master the Savant Wealth Management process? As an Associate Advisor, youll be on a path to develop your financial...

  • Customer Service and Financial Solutions Expert

    3 weeks ago

    Louisville, Kentucky, United States Community Choice Financial Family of Brands Full time

    Company OverviewAt Community Choice Financial Family of Brands, we are dedicated to providing exceptional customer experiences. Our mission is to help people across the country get access to short-term financial services when they need it most.

  • Renewable Energy Financial Director

    2 weeks ago

    Louisville, Kentucky, United States Solar Energy Solutions Full time

    Job OverviewSolar Energy Solutions, a leader in renewable energy solutions, is seeking an experienced Financial Director to join our team. As a key member of our leadership team, you will be responsible for managing and overseeing all aspects of the company's financial activities.Estimated Salary: $120,000 - $150,000 per year, depending on experience and...

  • Charah Solutions, Inc. | Paralegal

    3 days ago

    louisville, United States Charah Solutions, Inc. Full time

    Do you thrive in a company in which you roll up your sleeves and get it done? Do you want to work for a company that is people-centric, execution driven, accountability focused and marked by world-class safety, a high level of energy and unquestionable integrity? If so, come join us. Charah Solutions is the leading provider of environmental services and...

  • Financial Statement Examiner

    3 weeks ago

    Louisville, Kentucky, United States LHH Recruitment Solutions Full time

    Job OverviewLHH Recruitment Solutions has partnered with a reputable public accounting firm to identify a Audit Senior for their team. Their team of experienced professionals works collaboratively to deliver customized solutions that meet the unique needs of clients. Priding themselves on fostering a supportive and dynamic work environment that encourages...

  • Solution Architect

    3 weeks ago

    Louisville, United States Motorola Solutions Full time

    Company Overview At Motorola Solutions, we're guided by a shared purpose - helping people be their best in the moments that matter - and we live up to our purpose every day by solving for safer. Because people can only be their best when they not only feel safe, but are safe. We're solving for safer by building the best possible technologies across every...

  • Chief Financial Operations Manager

    2 weeks ago

    Louisville, Kentucky, United States Derby Fabricating Solutions Full time

    Derby Fabricating Solutions, a renowned automotive supplier, is seeking an experienced Chief Financial Operations Manager to join their team in Louisville, KY. This high-visibility role offers an excellent opportunity for professionals to make a real impact on the organization's financial operations.About the CompanyDB F was founded in 1977 primarily to...

  • Financial Center Manager

    4 weeks ago

    Louisville, United States Fifth Third Bank Full time

    Make banking a Fifth Third betterWe connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.As a Financial Center Manager, you will:* Lead and coach a team that drives consistent operating rhythms and ongoing relationship management while providing a memorable customer experience.*...

  • Financial Services Intern

    3 weeks ago

    Louisville, Kentucky, United States Cerity Partners Full time

    Cerity Partners is a leading, national registered wealth management and institutional consulting firm seeking a talented intern to join its Louisville Wealth Management team.About the RoleWe are looking for an exceptional individual with a strong passion for finance to assist our team in portfolio optimization, rebalancing, and back testing. As an intern,...