Financial Solutions Advisor Stage I
Company: Disability Solutions
Location: Danville
Posted on: September 28, 2024
|
|
Job Description:
Job Description:*****Please Note that this is a sourcing
requisition which contains multiple locations but there is not an
immediate opening for every location listed*****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.Bank
of America believes both in the importance of working together and
offering flexibility to our employees. We use a multi-faceted
approach for flexibility, depending on the various roles in our
organization.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!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 developmentOnce 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 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.*****Please Note that this
is a sourcing requisition which contains multiple locations but
there is not an immediate opening for every location
listed*****Shift:1st shift (United States of America)Hours Per
Week: 40Pay Transparency detailsUS - CA - Brentwood - 241 Oak St -
BRENTWOOD BC (CA4123), US - CA - Clovis - 855 Pollasky Ave - CLOVIS
BC (CA1134), US - CA - Danville - 620 San Ramon Valley Blvd -
DANVILLE BC (CA4118), US - CA - Modesto - 3416 Mchenry Ave - NORTH
MCHENRY BC (CA2133), US - CA - Oakland - 496 Lake Park Ave - GRAND
LAKE BC (CA4128), US - CA - Sacramento - 8842 CALVINE RD - CALVINE
POINTE BC (CA2194), US - CA - Vallejo - 3445 Sonoma Blvd - VALLEJO
PLAZA (CA3108)Pay and benefits informationPay range$28.85 - $33.65
hourly pay, offers to be determined based on experience, education
and skill set.Predictable payThis role is compensated with a base
salary and is not incentive eligible.BenefitsThis 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.
Keywords: Disability Solutions, Danville , Financial Solutions Advisor Stage I , Accounting, Auditing , Danville, California
Click
here to apply!
|