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 a Financial Solutions Advisor in one
of over 4,000 financial center locations nationwide. The Financial
Center Financial Solutions Advisor role is a pivotal role for
experienced advisors looking to grow in a world-class
organization.
From day one, you will receive training from our award-winning
Academy at Bank of America. This program delivers hands-on
practice, personalized coaching and classes that will help you
become the advisor you want to be. The Academy also provides
training beyond portfolios and investment strategies. You'll learn
to consider a client's entire and complex financial picture, and
then guide them with advice and solutions to help them live their
best financial lives.
With demonstrated success, you have unlimited career growth and
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. You'll be enrolled in the Advisor
Develop Program, part of The Academy, to develop as an advisor; the
potential for growth is yours.
- 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.
- Get smart on core banking and investment solutions and connect
clients to all of the solutions we provide.
- 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.
- Build connections. Work in the center of the financial
universe, tapping into a range of experts, from mortgage lenders to
investment analysts.
- Continuously learn and grow, with on-going career development
support and opportunities for advancement with Bank of America and
Merrill.
- Achieve additional professional designations such as Certified
Financial Planner (CFP) and/or Chartered Retirement Planning
Counselor (CRPC) or leverage approved tuition reimbursement to
further your education.
As a Financial Solutions Advisor II, you can look forward to
- Unlimited potential for financial growth.
- A strong referral network from across the business that will
give you a leg-up on client acquisition.
- 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.
- Leadership opportunities, from leading client and conference
seminars to mentoring junior associates.
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:
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
If you do not currently hold the 66 but have either a 63 or 65, an
offer can be extended with the condition that a passing score is
received for the missing series within 60 days.
- Has at least one year experience in the investments industry,
including investment training and in-depth knowledge of investment
products and services.
- Has at least one year experience working in the financial
service industry and/or a sales environment where goals were met or
exceeded.
- Sets and accomplishes goals, achieving whatever you put your
mind to.
- Builds and nurtures strong relationships.
- Collaborates effectively with others to get things done.
- Communicates effectively and confidently and is comfortable
engaging all clients.
- Manages goals, navigates complexity, prioritizes tasks and
executes in a fast-paced environment.
- Likes to learn, adapts to new information and seeks the right
solutions for clients.
- Efficiently manages your time and capacity.
- Is thorough and thoughtful in incorporating relevant regulatory
due diligence into daily activities and long-term strategies for
clients.
Desired skills:
- Strong computer skills with an ability to multitask in a
demanding environment.
- At least three years' experience working in the financial
service industry and/or a sales environment where goals were met or
exceeded.
- Achieved additional professional designations such as Certified
Financial Planner (CFP) and/or Chartered Retirement Planning
Counselor (CRPC).
- Obtained your insurance licenses.
Job Band:
H5
Shift:
1st shift (United States of America)
Hours Per Week:
40
Weekly Schedule:
Referral Bonus Amount:
0 -->
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 a Financial Solutions Advisor in one
of over 4,000 financial center locations nationwide. The Financial
Center Financial Solutions Advisor role is a pivotal role for
experienced advisors looking to grow in a world-class
organization.
From day one, you will receive training from our award-winning
Academy at Bank of America. This program delivers hands-on
practice, personalized coaching and classes that will help you
become the advisor you want to be. The Academy also provides
training beyond portfolios and investment strategies. You'll learn
to consider a client's entire and complex financial picture, and
then guide them with advice and solutions to help them live their
best financial lives.
With demonstrated success, you have unlimited career growth and
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. You'll be enrolled in the Advisor
Develop Program, part of The Academy, to develop as an advisor; the
potential for growth is yours.
- 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.
- Get smart on core banking and investment solutions and connect
clients to all of the solutions we provide.
- 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.
- Build connections. Work in the center of the financial
universe, tapping into a range of experts, from mortgage lenders to
investment analysts.
- Continuously learn and grow, with on-going career development
support and opportunities for advancement with Bank of America and
Merrill.
- Achieve additional professional designations such as Certified
Financial Planner (CFP) and/or Chartered Retirement Planning
Counselor (CRPC) or leverage approved tuition reimbursement to
further your education.
As a Financial Solutions Advisor II, you can look forward to
- Unlimited potential for financial growth.
- A strong referral network from across the business that will
give you a leg-up on client acquisition.
- 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.
- Leadership opportunities, from leading client and conference
seminars to mentoring junior associates.
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:
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
If you do not currently hold the 66 but have either a 63 or 65, an
offer can be extended with the condition that a passing score is
received for the missing series within 60 days.
- Has at least one year experience in the investments industry,
including investment training and in-depth knowledge of investment
products and services.
- Has at least one year experience working in the financial
service industry and/or a sales environment where goals were met or
exceeded.
- Sets and accomplishes goals, achieving whatever you put your
mind to.
- Builds and nurtures strong relationships.
- Collaborates effectively with others to get things done.
- Communicates effectively and confidently and is comfortable
engaging all clients.
- Manages goals, navigates complexity, prioritizes tasks and
executes in a fast-paced environment.
- Likes to learn, adapts to new information and seeks the right
solutions for clients.
- Efficiently manages your time and capacity.
- Is thorough and thoughtful in incorporating relevant regulatory
due diligence into daily activities and long-term strategies for
clients.
Desired skills:
- Strong computer skills with an ability to multitask in a
demanding environment.
- At least three years' experience working in the financial
service industry and/or a sales environment where goals were met or
exceeded.
- Achieved additional professional designations such as Certified
Financial Planner (CFP) and/or Chartered Retirement Planning
Counselor (CRPC).
- Obtained your insurance licenses.
Job Band:
H5
Shift:
1st shift (United States of America)
Hours Per Week:
40
Weekly Schedule:
Referral Bonus Amount:
0
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 a Financial Solutions Advisor in one
of over 4,000 financial center locations nationwide. The Financial
Center Financial Solutions Advisor role is a pivotal role for
experienced advisors looking to grow in a world-class
organization.
From day one, you will receive training from our award-winning
Academy at Bank of America. This program delivers hands-on
practice, personalized coaching and classes that will help you
become the advisor you want to be. The Academy also provides
training beyond portfolios and investment strategies. You'll learn
to consider a client's entire and complex financial picture, and
then guide them with advice and solutions to help them live their
best financial lives.
With demonstrated success, you have unlimited career growth and
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. You'll be enrolled in the Advisor
Develop Program, part of The Academy, to develop as an advisor; the
potential for growth is yours.
- 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.
- Get smart on core banking and investment solutions and connect
clients to all of the solutions we provide.
- 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.
- Build connections. Work in the center of the financial
universe, tapping into a range of experts, from mortgage lenders to
investment analysts.
- Continuously learn and grow, with on-going career development
support and opportunities for advancement with Bank of America and
Merrill.
- Achieve additional professional designations such as Certified
Financial Planner (CFP) and/or Chartered Retirement Planning
Counselor (CRPC) or leverage approved tuition reimbursement to
further your education.
As a Financial Solutions Advisor II, you can look forward to
- Unlimited potential for financial growth.
- A strong referral network from across the business that will
give you a leg-up on client acquisition.
- 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.
- Leadership opportunities, from leading client and conference
seminars to mentoring junior associates.
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:
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
If you do not currently hold the 66 but have either a 63 or 65, an
offer can be extended with the condition that a passing score is
received for the missing series within 60 days.
- Has at least one year experience in the investments industry,
including investment training and in-depth knowledge of investment
products and services.
- Has at least one year experience working in the financial
service industry and/or a sales environment where goals were met or
exceeded.
- Sets and accomplishes goals, achieving whatever you put your
mind to.
- Builds and nurtures strong relationships.
- Collaborates effectively with others to get things done.
- Communicates effectively and confidently and is comfortable
engaging all clients.
- Manages goals, navigates complexity, prioritizes tasks and
executes in a fast-paced environment.
- Likes to learn, adapts to new information and seeks the right
solutions for clients.
- Efficiently manages your time and capacity.
- Is thorough and thoughtful in incorporating relevant regulatory
due diligence into daily activities and long-term strategies for
clients.
Desired skills:
- Strong computer skills with an ability to multitask in a
demanding environment.
- At least three years' experience working in the financial
service industry and/or a sales environment where goals were met or
exceeded.
- Achieved additional professional designations such as Certified
Financial Planner (CFP) and/or Chartered Retirement Planning
Counselor (CRPC).
- Obtained your insurance licenses.
Shift:
1st shift (United States of America)
Hours Per Week:
40
Learn more about this role
