FINANCIAL SOLUTIONS ADVISOR STAGE I - REGISTRATION CANDIDATE - CONSUMER INVESTMENTS - PALOMAR A[...]
Company: Bank of America
Location: Carlsbad
Posted on: October 19, 2024
Job Description:
Financial Solutions Advisor Stage I - Registration candidate -
Consumer Investments - Palomar Airport Road Financial CenterThe
following laws or regulations restrict or prohibit the hiring of
individuals with certain specified criminal history for the
position: FDIC, Safe Act/Loan Originators and FINRA.
Read all the information about this opportunity carefully, then use
the application button below to send your CV and application.
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 place to
work for our teammates around the world. We're devoted to being a
diverse and inclusive workplace for everyone. We hire individuals
with a broad range of backgrounds and experiences and invest
heavily in our teammates and their families by offering competitive
benefits to support their physical, emotional, and financial
well-being.Working at Bank of America will give you a great career
with opportunities to learn, grow and make an impact, along with
the power to make a difference. Join us!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 onboarding 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.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 onboarding 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) through
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 Qualifications:
- 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 Qualifications:
- 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: 40Pay Transparency
details:Pay range $28.85 - $33.65 hourly pay, offers to be
determined based on experience, education and skill set.
Predictable pay: This role is compensated with a base salary and is
not incentive eligible.Benefits: This role is currently benefits
eligible. We provide industry-leading benefits, access to paid time
off, resources and support to our employees so they can make a
genuine impact and contribute to the sustainable growth of our
business and the communities we serve.Bank of America is committed
to ensuring that our online application process provides an equal
employment opportunity to all job seekers, including individuals
with disabilities. If you believe you need a reasonable
accommodation in order to search for a job opening or to submit an
application, please contact us by calling 1.877.760.2076. This is a
dedicated line designed exclusively to assist job seekers whose
disability prevents them from being able to apply online. Only
messages left for this purpose will be considered. A response to
your request may take up to two business days.Please note: Messages
left for other purposes such as following up on an application or
non-disability related technical issues, will not receive a
response.
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Keywords: Bank of America, Coachella , FINANCIAL SOLUTIONS ADVISOR STAGE I - REGISTRATION CANDIDATE - CONSUMER INVESTMENTS - PALOMAR A[...], Accounting, Auditing , Carlsbad, California
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