Advisor Development Program

2 days ago

Allentown, United States Disability Solutions Full time
Job Description:

At Bank of America, we're guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our industry-leading wealth management team at Bank of America and Merrill. We're looking for the next generation of financial advisors-those with a passion for people and drive to make clients' financial lives better. You'll advise and guide clients on how to achieve their financial goals. Additionally, you'll be equipped with the expertise to support them with personal investing tools and resources.

Job Description:

As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time 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 ADP Financial Solutions Advisor Stage I, you will typically progress onto the next stage of ADP as a Merrill Financial Solutions Advisor (MFSA). In that role you will transition to a local Merrill Wealth Management office and continue to practice the skills you've learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will then have the opportunity to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor. 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.

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

  • Program Development Manager

    1 week ago

    Allentown, Pennsylvania, United States Supreme Nursing Care and Supported Living Full time

    About the RoleWe are seeking a highly motivated and organized Program Development Manager to join our team at Supreme Nursing Care and Supported Living.

  • Program Manager, Senior Living Communities

    4 weeks ago

    Allentown, United States BAYADA Home Health Care Full time

    Job DescriptionJob DescriptionBAYADA Senior Living Solutions, a specialty offering of BAYADA Home Health Care, was created to address the unique needs of senior living communities, and their residents, in several significant ways. As the Senior Living Program Manager, you will be a dynamic influencer managing solutions for communities and their residents...

  • Community Program Developer

    1 week ago

    Allentown, Pennsylvania, United States Center For Humanistic Change Inc Full time

    About UsThe Center for Humanistic Change (CHC) is a leading organization dedicated to empowering individuals, especially youth, with the knowledge and tools necessary to make informed life choices through prevention education and evidence-based programming.As a part-time Prevention Program Specialist at CHC, you will play a vital role in facilitating...

  • Program Manager

    2 weeks ago

    Allentown, United States BAYADA Home Health Care Full time

    BAYADA Senior Living Solutions, a specialty offering of BAYADA Home Health Care, was created to address the unique needs of senior living communities, and their residents, in several significant ways. As the Senior Living Program Manager, you will be a dynamic influencer managing solutions for communities and their residents throughout our unique continuum...

  • Program Manager

    1 week ago

    Allentown, United States BAYADA Home Health Care Full time

    BAYADA Senior Living Solutions, a specialty offering of BAYADA Home Health Care, was created to address the unique needs of senior living communities, and their residents, in several significant ways. As the Senior Living Program Manager, you will be a dynamic influencer managing solutions for communities and their residents throughout our unique continuum...

  • Automotive Service Advisor

    3 days ago

    Allentown, PA, United States Ciocca Chevrolet of Princeton Full time

    Career Opportunities with Ciocca Dealerships Be the difference. Careers At Ciocca Dealerships Share with friends or Subscribe! Current job opportunities are posted here as they become available. ***WORK FOR THE LARGEST PRIVATELY HELD AUTOMOTIVE DEALER GROUP IN THE TRI-STATE AREA!*** Ciocca Volkswagen is seeking an Automotive Service Advisor to...

  • Travel Advisor

    3 months ago

    Allentown, PA, United States AAA East Central Full time

    Travel AdvisorA love of travel attracts many people to the field, but to succeed a Travel Agent must be passionate about travel and the endless opportunities it brings to bridge history, cultures and cuisine. Successful Travel Agents must have a strong sales drive, organizational skills with an eye for detail, ability to multi-task in a fast-paced...

  • Program Specialist

    2 weeks ago

    Allentown, United States 365 Health Services Full time

    Program Specialist Job Description    A. BASIC PURPOSE  The Program Specialist position focuses on two main tasks – ensuring quality services are being provided as well as pairing new DSPs with referrals that we have obtained. The Program Specialist develops relationships with clients, individuals, and Supports Coordinators to determine open needs,...

  • Exercise Program Manager

    1 week ago

    Allentown, Pennsylvania, United States Phoebe Ministries Full time

    Job SummaryWe are seeking an experienced Exercise Program Manager to lead our fitness programs at Phoebe Ministries Allentown. This is a part-time position, working Monday to Friday from 9am to 1pm.About the RoleThe successful candidate will be responsible for developing and implementing exercise programs tailored to the needs of our residents, including...

  • Exercise Program Manager

    1 week ago

    Allentown, Pennsylvania, United States Phoebe Ministries Full time

    Phoebe Ministries Allentown is more than a workplace – we're a community rooted in compassion and excellence, dedicated to enriching the lives of our residents. If you're passionate about fitness and want to make a meaningful impact, we have an exciting opportunity for you.Estimated Salary: $45,000 - $55,000 per yearWe are seeking a skilled Fitness...

  • Automation System Developer

    1 week ago

    Allentown, Pennsylvania, United States London Approach Full time

    We are London Approach, a leading organization in the UK, and we are looking for a skilled Automation Engineer to join our team. As an Automation Engineer, you will play a critical role in designing and developing innovative solutions for our clients.The successful candidate will have a strong background in PLC and HMI programming, as well as excellent...

  • Senior .Net Developer

    4 months ago

    Allentown, United States Diverse Lynx Full time

    •nalyze system requirements and prioritize tasks Write clean, testable code using .NET programming languages •Develop technical specifications and architecture •Test and debug various .NET applications •Review and refactor code •Deploy fully functional applications •Upgrade existing programs •Support junior developers •Work Document...

  • Therapeutic Recreation Program Manager

    1 week ago

    Allentown, Pennsylvania, United States Cedarbrook Senior Care & Rehab Full time

    We are seeking a highly skilled and experienced Therapeutic Recreation Program Manager to lead our recreation therapy, pastoral services, and volunteer functions at Cedarbrook Senior Care & Rehab. As the ideal candidate, you will have a passion for delivering quality care and services while staying current with industry best practices.Job SummaryThe...

  • Early Childhood Program Manager

    3 weeks ago

    Allentown, Pennsylvania, United States JCC Association Full time

    Key Responsibilities:The Assistant Director for Young Learners will be an integral part of the Early Childhood supervisory team, fostering a positive learning environment for children, families, and employees. This role ensures the school operates in accordance with organizational and state licensing standards, providing a safe, nurturing, and educational...

  • Learning and Development Professional

    1 week ago

    Allentown, Pennsylvania, United States Integrated Community Living and Par Full time

    We are seeking an experienced Learning and Development Professional to join our team at Integrated Community Living and Participation. This is a unique opportunity to make a meaningful impact in the lives of individuals with intellectual and developmental disabilities, mental health challenges, and significant medical conditions.Job SummaryThis role involves...

  • Information Security Program Manager

    4 weeks ago

    Allentown, United States SMART IT People Full time

    Information Systems Security / Program ManagerFull-time positionAllentown, PAU.S. Citizen plus clear background(Active U.S. government security clearance preferred, must be able to obtain one)SMART IT People has a full-time opportunity for an Information Systems Security/Program Manager with our client, the defense division of a Fortune 500 company, in...

  • Trainer and Development Professional

    3 weeks ago

    Allentown, Pennsylvania, United States Integrated Community Living and Par Full time

    Job Summary:Integrated Community Living and Participation is a non-profit organization dedicated to providing high-quality, community-based support to people with intellectual and developmental disabilities, and those faced with mental health, behavior, or significant medical challenges.As a Trainer and Development Professional, you will be responsible for...

  • Senior Developer

    4 months ago

    Allentown, United States PPL Full time

    Company Summary Statement As one of the largest investor-owned utility companies in the United States, PPL Corporation (NYSE: PPL), is committed to creating long-term, sustainable value for our 3.5 million customers, our shareowners and the communities we serve. Our high-performing regulated utilities — PPL Electric Utilities, Louisville Gas and Electric,...

  • Data Integrity Program Manager

    1 week ago

    Allentown, Pennsylvania, United States B. Braun Medical Inc Full time

    B. Braun Medical Inc., a leading provider of innovative medical products and services, seeks an experienced Data Integrity Program Manager to join their team.Job SummaryThe successful candidate will be responsible for implementing and continuously improving the Site Data Integrity Program, ensuring compliance with regulatory requirements and industry...

  • Education Leader for Students with Special Needs

    1 week ago

    Allentown, Pennsylvania, United States BlazerJobs Full time

    About This OpportunityBlazerJobs is seeking a dedicated and passionate Education Leader to work with students with special needs in the Allentown, PA area. This is a full-time position with competitive pay and comprehensive benefits.Key Responsibilities:Develop and implement individualized education programs (IEPs) tailored to meet the diverse needs of...