Advisor Development Program - Relationship Manager - Matlcok Financial Center - Mansfield, TX.

Bank Of America Corporation Mansfield , TX 76063

Posted 5 days ago

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 Advisorsthose 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 specialist in one of over 4,000 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 dedicated and personalized classes for your Securities Industry licenses along with the necessary experience and skills to succeed in your role and throughout your career journey.

As an Advisor Development Program Relationship Manager (ADP RM), your journey begins working in a financial center where you will learn Bank of America's core banking and approach to client care. During this stage, you will be taught the foundational skills needed to be a future advisor from acquiring, building and managing client relationships to humanizing financial interactions - we'll equip you with everything you need as you move through the stages of development.

Once you have honed your skills and demonstrated success as an ADP RM, you typically will progress into the next stage of training, the Financial Solutions Advisor I role. During this stage, you'll obtain the required licenses, continue building the relationships that can shape your career, and be exposed to the products, platforms, and tools you need to serve clients all preparing you for a future as a Financial Solutions Advisor. Here you will be able to consider a client's entire, complex financial picture and then guide them with advice and solutions to help them answer the question "what would you like the power to do?"

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 enroll in our Advisor Development Program and begin your learning with our Academy to develop as an ADP Relationship Manager.

  • Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.

  • Build connections. Work in the center of the financial universe, tapping into a range of experts from mortgage lenders to investment analysts.

  • Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill Lynch to meet virtually all of their financial needs.

  • Obtain SIE, Series 7 & 66 (63 & 65 accepted, in lieu of 66); you must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days once in FSA Stage I - a requirement for the role.

As an Advisor Development Program RM, you can look forward to

  • Unlimited potential for financial growth.

  • 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.

You're the kind of person that (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.

You'll be even more prepared if you have (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.

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.

Posting Date: 03/15/2019

Location: Mansfield, TX, Matlock Banking Center, 2821 Matlock Rd, - United States

Travel: Yes, 10% of the time

Full / Part-time: Full time

Hours Per Week: 40

Shift: 1st shift

Weekly Schedule: Monday-Friday Open availability required + some Saturdays


icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Certified Medical Assistant Usmd Mansfield
New!

Unitedhealth Group Inc.

Posted Today

VIEW JOBS 3/21/2019 12:00:00 AM 2019-06-19T00:00 USMD part of OptumCare is a multi - specialty group of hospital, clinics and physicians. USMD serves the Dallas - Fort Worth metropolitan area with more than 250 physicians and associate practitioners, and provides healthcare services to patients in more than 20 different specialties at its 2 hospitals, 4 cancer treatment centers and nearly 50 physician clinics, many of which are multi - specialty. The Certified Medical Assistant provides medical / nursing assistance under the direction of physician or nursing staff within their certified capabilities. In addition, of consent for treatment form, recording patient information, and scanning. Practices exceptional customer service, answers phone, and assists with the daily operations of the clinic. Communicates and coordinates information in a knowledgeable and courteous manner with staff, patients, and families. Maintains confidentiality with patients, staff, and guests. Primary Responsibilities: * Perform all duties in accordance with clinical, OSHA and infection control standards * Interpret and carry out provider orders * Assist the physician and / or associate practitioner with procedures and treatments * Escorts patients to exam rooms, interviews patient, measures vital signs (including weight, blood pressure, pulse and temperature) and documents in patient's chart * Record patients' medical history, health maintenance and chief complaint * Give instructions to patients as instructed by the physician or associate practitioner * Document all patient related communication and interventions in patient's EMR * Update the patient's Health Monitor at each visit * Work the GAP reports and recall list for clinical quality measures * Utilization of CINA sheets * Prepare and administer medications applying aseptic technique * Observe patient response to medications administered and reports adverse events to provider * Where applicable, perform phlebotomy and other specimen collection in accordance with Clinical Laboratory Standards Institute (CLSI) standards, including control testing * Maintain lab specimen logs * Coordinate out - patient testing and referrals, as well as hospital pre-admission when necessary * Scan all referral letters, x - ray reports, and lab results in patient's EMR per clinic protocol * Maintain all logs and required checks (i.e. refrigerator temperatures, emergency medications, expired medications, oxygen, equipment sterilization, etc.) * Prepare, restock, and disinfect examination rooms, procedure rooms, lab area, and all other patient care areas at scheduled intervals, and as needed * Take telephone and e - mail messages, as well as medication refill requests, from patients and provide feedback and answers to patient/physician/pharmacy per physician protocol * Collect data and process messages from patients and front office to physicians and associate provider * Adhere to infection - control policies and protocols, medication administration and storage procedures and controlled substance regulations * Represent clinic as a professional. Treat all patients and fellow employees in a courteous and cooperative manner * Maintain confidentiality at all times according to USMD policy and procedures and HIPPA requirements * Attend required meetings * Participate in team activities and professional development activities * Maintain professional CEUs in accordance with state certification board * Perform other duties as assigned by office supervisor, site manager, or practice administrator Required Qualifications: * High School Graduate or GED * RMA (Registered Medical Assistant) or CMA (Certified Medical Assistant or willing to obtain within 180 days * Active CPR / BLS certification within 30 days of hire * Working knowledge of medical terminology * This position requires Tuberculosis screening as well as proof of immunity to Measles, Mumps, Rubella, Varicella, Tetanus, Diphtheria, and Pertussis through lab confirmation of immunity, documented evidence of vaccination, or a doctor's diagnosis of disease Preferred Qualifications: * 3 years of hands on clinical experience working with a licensed physician or provider * 1 years of phlebotomy skill experience * 1 years of experience giving injections * Electronic Medical Records (Nextgen and Allscripts) Physical Demands & Working Conditions: * Ability to withstand prolonged standing and walking with the ability to move or lift at least 50 pounds * Availability to work any hours between 7am to 6pm Monday – Friday * Ability to adapt to frequent scheduling changes (including same day of an assignment) * Availability to work overtime when needed Careers with USMD. If you're idea of a great day at work involves putting great new ideas to work, we should talk. Throughout the greater Dallas area, we've built an evolving, integrated health care model that brings primary care and specialist providers together to work in new and better ways. A thriving part of OptumCare and the UnitedHealth Group family of companies, our multi-specialty group of hospitals, clinics and providers features more than 250 physicians and associate practitioners. We provide health care services to patients in more than 20 different specialties at our two hospitals, four cancer treatment centers and nearly 50 physician clinics. Join us and start doing your life's best work.(sm) Diversity creates a healthier atmosphere: UnitedHealth Group is an Equal Employment Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law. UnitedHealth Group is a drug-free workplace. Candidates are required to pass a drug test before beginning employment. Job Keywords: Certified Medical Assistant, CMA, Medical Assistant, MA, Registered Medical Assistant, RMA, OB, Women's Services Unitedhealth Group Inc. Mansfield TX

Advisor Development Program - Relationship Manager - Matlcok Financial Center - Mansfield, TX.

Bank Of America Corporation