Financial Solutions Advisor Registration Candidate

3 weeks ago

North Royalton, United States Bank of America Full time

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

  • Merrill Financial Solutions Advisor

    7 days ago

    North Canton, United States Bank of America Full time

    Job Description: Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great...

  • Financial Advisor

    3 weeks ago

    North Charleston, United States First Command Financial Services, Inc Full time

    Financial Advisor 4 out of 5 of our Advisors are veterans or military spouses Who we are: First Command is committed to helping military 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. ...

  • Financial Advisor

    2 weeks ago

    North Charleston, United States First Command Financial Services, Inc Full time

    Financial Advisor 4 out of 5 of our Advisors are veterans or military spouses Who we are: First Command is committed to helping military 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. ...

  • Financial Advisor

    1 week ago

    North Little Rock, United States First Command Financial Services, Inc. Full time

    4 out of 5 of our Advisors are veterans or military spousesWho we are:First Command is committed to helping military 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.What our Advisors do: Directly engage...

  • Associate Financial Advisor

    1 month ago

    North Beach, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...

  • Associate Financial Advisor

    1 month ago

    North Beach, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...

  • Associate Financial Advisor

    1 month ago

    North Beach, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an...

  • Financial Advisor

    2 days ago

    North Little Rock, United States Ameriprise Fiancial Full time

    Financial Advisor position with G. Stephen White & Associates - A private wealth advisory practice of Ameriprise Financial Are you passionate about helping individuals and families achieve their financial goals? Do you have experience managing a book of business or providing financial planning services? If so, we have an exciting opportunity for you to join...

  • Financial Assistance Advisor

    2 months ago

    North Charleston, United States ECPI University Full time

    Overview: This is not a remote position. This position is based at our North Charleston, SC campus location. Transform your Career at ECPI University Since 1966, ECPI Universitys employees have been dedicated to helping students achieve their academic and career goals through our unique education model. Our culture is to prioritize our students success...

  • Financial Assistance Advisor

    2 weeks ago

    North Charleston, United States ECPI University Full time

    Overview: This is not a remote position. This position is based at our North Charleston, SC campus location. Transform your Career at ECPI University Since 1966, ECPI Universitys employees have been dedicated to helping students achieve their academic and career goals through our unique education model. Our culture is to prioritize our students success...

  • FWS Student Worker, Financial Aid and Registration

    3 weeks ago

    North Canton, United States Stark State College Full time

    This is a student worker position in the Financial Aid/ Registration Office. A flexible schedule is available. Can work up to 20 hours per week while attending classes. Additional hours can potentially be worked when classes are not in session. Offic Worker, Financial, Registration, Student, Education

  • FWS Student Worker, Financial Aid and Registration

    2 weeks ago

    North Canton, United States Stark State College Full time

    This is a student worker position in the Financial Aid/ Registration Office. A flexible schedule is available. Can work up to 20 hours per week while attending classes. Additional hours can potentially be worked when classes are not in session. Offic Worker, Financial, Registration, Student, Education

  • Financial Advisor

    3 weeks ago

    North Bergen, United States The GMS Group Full time

    Job DescriptionJob DescriptionWe are seeking a Financial Advisor - Municipal Bond Broker Trainee to join our team! Qualified individuals will develop sales strategies with experienced Senior Brokers that could lead to potential income of $250k annually. As a trainee you will gain hands on experience in the fixed-income financial industry with a well...

  • Financial Advisor

    2 weeks ago

    North Bergen, United States The GMS Group Full time

    Job DescriptionJob DescriptionWe are seeking a Financial Advisor - Municipal Bond Broker Trainee to join our team! Qualified individuals will develop sales strategies with experienced Senior Brokers that could lead to potential income of $250k annually. As a trainee you will gain hands on experience in the fixed-income financial industry with a well...

  • Financial Aid and Registration Student Worker

    3 weeks ago

    North Canton, United States Stark State College Full time

    This is a student worker position in the Financial Aid/Registration Office. A flexible schedule is available. Can work up to 20 hours per week while attending classes. Additional hours can potentially be worked when classes are not in session. Office hours: Monday - Wednesday: 8:00 am-6:30 pm Thursday-Friday: 8:00 am-4:30 pm This is a Federal Work Study...

  • Personal Banker II

    3 weeks ago

    North Royalton, United States Fifth Third Full time

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Selected candidates are intended to become a Retail Personal Banker II after completing a 9 week on-boarding and education program that includes rotations in Operations and...

  • Senior Wealth Advisor

    1 month ago

    North Palm Beach, FL, United States M&T Bank Full time

    Overview:Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of an assigned book of business.    Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families.  Serves as mentor...

  • Registration Technician

    2 weeks ago

    North East, United States Cecil College Full time

    **About Us**: Founded in 1968 to meet the post-secondary and continuing education needs of Cecil County residents, Cecil College has been serving the community and shaping its future for more than 50 years. The College is governed by a Board of Trustees appointed by the governor. The College’s fifth president, Dr. Mary Way Bolt, reports directly to the...

  • Financial Services Agent

    3 weeks ago

    North Las Vegas, United States Lumina Financial Solutions Full time

    Job DescriptionJob DescriptionJoin Our Winning Team - Sales Agent Position with Lumina Financial Solutions.Are you looking for a rewarding career in Insurance with high earning potential and growth opportunities? Look no further than Lumina Financial Solutions!!We specialize in protecting families with various INSURANCE PRODUCTS such as life, whole life,...

  • Financial Services Agent

    3 weeks ago

    North Las Vegas, United States Lumina Financial Solutions Full time

    Job DescriptionJob DescriptionJoin Our Winning Team - Sales Agent Position with Lumina Financial Solutions.Are you looking for a rewarding career in Insurance with high earning potential and growth opportunities? Look no further than Lumina Financial Solutions!!We specialize in protecting families with various INSURANCE PRODUCTS such as life, whole life,...