Consumer Investments Financial Solutions Advisor Development Program - Eastside/Columbia, Greatere Seattle, Las Vegas, Oregon, Reno-Tahoe, South Puget Sound, Snohomish

Bank Of America Corporation Issaquah , WA 98029

Posted 2 weeks 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 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 development

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 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 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.

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.

  • Please Note that this requisition contains multiple locations but not there is not an immediate opening for every location listed*

Shift:

1st shift (United States of America)

Hours Per Week:

40


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
RoverCentral Puget Sound

Umpqua Bank

Posted 2 weeks ago

VIEW JOBS 3/15/2020 12:00:00 AM 2020-06-13T00:00 * LI-DNP As a rover, you will work on assignments that are routine in nature where limited judgment is required within a geographic area, but not limited to one facility Functions * Process a variety of routine financial transactions including check cashing, withdrawals, deposits, and loan payments * Balance cash drawer, counting currency and coin accurately * Assist customers in determining the types of account that will meet their financial needs * Open and process all types of deposit and loan accounts including complex retail products such as consumer loans, VISA merchant accounts, and small business loans * Cross-sell other bank services and refers customers to other departments as appropriate * Answer questions and/or resolves complex technical problems on customer accounts * Provide exceptional customer service * Demonstrate compliance with all bank regulations that apply to your position, and keep up to date on regulation changes. * Maintain working knowledge of our policies and procedures regarding the Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations that apply to your position. Qualifications * Cash handling experience * Strong attention to detail and the ability to multi-task effectively * Ability to understand and follow directions * Ability to organize and prioritize work * Proficient use of Microsoft Word and Excel software applications and ability to operate a variety of office equipment * Ability to maintain confidentiality, use tact and diplomacy; maintains professional dress and demeanor * Demonstrated sales skills * Valid drivers' license * Completion of high school, vocational training, or equivalent Physical Requirements and Working Conditions Work involves: * Sitting * extended periods of standing * occasional walking * lifting up to 20 pounds. No relocation offered. About Us We do things a little differently here at Umpqua. Our retail stores serve as community hubs, our associates are given up to 40 hours of volunteer time each year, and we're never satisfied with the status quo. It's no wonder we've made "Fortune's 100 Best Companies to Work For" eight years in a row. But greatness has no finish line, so we continue every day to keep people at the center of everything we do. We focus on building relationships, understanding our customers' needs and connecting to people in new and innovative ways -- always staying true to our mission of providing personalized banking for all people, whenever and however they prefer to bank. Umpqua Bank is committed to employing a diverse workforce Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, protected veteran status, or disability We maintain a drug-free workplace and may perform pre-employment substance abuse testing. * LI-DNP Umpqua Bank Issaquah WA

Consumer Investments Financial Solutions Advisor Development Program - Eastside/Columbia, Greatere Seattle, Las Vegas, Oregon, Reno-Tahoe, South Puget Sound, Snohomish

Bank Of America Corporation