Advisor Development Program - Relationship Manager - Rowland Heights Financial Center - Rowland Heights, CA.

Bank Of America Corporation Rowland Heights , CA 91748

Posted 2 months 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: 04/12/2019

Location: Rowland Heights, CA, ROWLAND HEIGHTS BC, 1501 Nogales St, - 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
Central Heights Market Rowland Heights Relationship Manager Mandarin Required Rowland Heights CA

Bank Of America Corporation

Posted 2 weeks ago

VIEW JOBS 5/8/2019 12:00:00 AM 2019-08-06T00:00 Job Description: At Bank of America, we're guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our Financial Center team at Bank of America. We're looking for relationship managers (RMs) – those with a passion for helping people and the drive to build relationships to make clients' financial lives better. That means understanding clients' financial needs, offering appropriate solutions and connecting clients with specialists. As part of the Bank of America team, RMs have access to industry leading products and services and a team of dedicated product specialists – all designed to meet the unique life priorities of our clients. RMs benefit from personal coaching, clearly defined career paths, robust training programs and ongoing development opportunities. Relationship managers work in financial centers and partner closely with the financial center manager to ensure all responsibilities are completed with high quality and that we deliver exceptional client care. We'll help you * Get training and one-on-one career coaching from managers who are invested in your success. You'll take part in additional training and development through our Academy for Consumer and Small Business to develop in your role. * Grow your business knowledge and network by using a defined consultative questioning approach with clients to systematically identify client needs and appropriate solutions, as well as partnering with experts. * Confidently build relationships with clients. Gain in-depth knowledge of clients' financial life priorities and connect them to our solutions that meet their financial goals. * Provide clients with a personalized rewarding experience by executing a variety of defined client engagement strategies through relationship calling, in-person conversations and referrals to specialists. * Continuously learn by using resources and technologies to optimize the client experience. As a relationship manager, you can look forward to * Managing a portfolio of clients by providing exceptional client care with industry leading products, services and education. * Unlimited potential for financial growth. * Ongoing professional development to deepen your skills and optimize your expertise as the industry evolves and changes. * Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors. * A world-class suite of employee benefits. You're a person who (required skills) BILINGUAL MANDARIN REQUIRED * Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. * Collaborates effectively to get things done, building and nurturing strong relationships. * Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. * Is comfortable in your ability to identify solutions for new and existing clients based on their needs. * Is comfortable in your ability to actively contact clients by phone. * Communicates effectively and confidently, and is comfortable engaging all clients * Has the ability to learn and adapt to new information and technology platforms. * Applies strong critical thinking and problem-solving skills to meet clients' needs. * Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. * Efficiently manages your time and capacity. * Can be flexible to work weekends and/or extended hours as needed. * Is a commissioned notary or can successfully obtain a notary commission in the state you work within four months of start date in role (eight months for employees with a work location of CA, NY or PA). You'll be better prepared if you have (desired skills) * Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships. * Experience in financial services and knowledge of financial services industry, products and solutions. * Sales experience in a salary plus incentive environment. * Experience working in an environment with individual and team goals where goals were routinely met or exceeded. We're a culture that * Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals. * Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world. * Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience. * Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs. * Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital. Posting Date: 05/07/2019 Location: Rowland Heights, CA, ROWLAND HEIGHTS BC, 1501 Nogales St, - United States Travel: Yes, 5% of the time Full / Part-time: Full time Hours Per Week: 40 Shift: 1st shift Weekly Schedule: Mon-Sat. open availability Bank Of America Corporation Rowland Heights CA

Advisor Development Program - Relationship Manager - Rowland Heights Financial Center - Rowland Heights, CA.

Bank Of America Corporation