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Financial Solutions Advisor Development Program-Orange County Areas

Expired Job

Bank Of America Corporation Los Angeles , CA 90009

Posted 4 months ago

Job Description:

Few things impact people's lives as much as their finances. Make a difference where it counts by joining our industry-leading wealth management team at Bank of America and Merrill Lynch. We're looking for the next generation of financial advisorsthose with a passion for people and drive to build a business that makes their financial lives better. Going beyond portfolios and investment strategies, you'll consider a client's entire, complex financial picture, and then guide them with advice and solutions to help them live their best financial lives.

The Advisor Development Program will help you get the necessary training and guidance along a defined path to become the financial advisor you want to be. From marketing yourself to managing a practice, we'll equip you with everything you need as you move through the stages of development. The Financial Advisor Stage I role is the first step. At this stage, you'll earn the required licenses, start building the relationships that can shape your career, and be exposed to the products, platforms, and tools you need to serve clients.

We'll help you

  • Get training and one-on-one mentorship from managers who are invested in your success. You'll enroll in our Consumer Academy to develop as an advisor.

  • Grow your network to eventually grow your business. Leverage our relationships with one out of two households in the U.S. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike.

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

  • Provide end-to-end comprehensive advice. Deliver client reviews/presentations with confidence, including reviews of investment goals, and recommend wealth management strategies to help clients achieve their goals.

  • Get smart on core banking and investment solutions. 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 Series 7 & 66 (63 & 65 accepted, in lieu of 66) within 120 daysa requirement for the role.

As an advisor, you can look forward to

  • Unlimited potential for financial growth

  • A strong referral base from across the business that will give you a leg-up on client acquisition

  • 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

  • Leadership opportunities, from leading client and conference seminars to mentoring junior associates

You're the kind of person that

  • 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 clear and confidently with customers 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

  • 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

We're a culture that

  • Has a place for everyone committed to the work. We provide 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

  • Believes in responsible growth and has a proven dedication to supporting the communities we serve

Posting Date: 07/06/2018

Location: Lake Forest, CA, EL TORO BC, 23831 El Toro Rd, Corona Del Mar, CA, CORONA DEL MAR BC, 3300 E Coast Hwy, Laguna Niguel, CA, LAGUNA NIGUEL BC, 30162 CROWN VALLEY PKWY, Ladera Ranch, CA, BUILDING M, 27752 Antonio PKWY, Irvine, CA, 6356 Irvine Blvd (CA6251), Anaheim, CA, HARBOR, 2260 S Harbor Blvd, Huntington Beach, CA, HUNTINGTON, 16811 Algonquin St, Irvine, CA, 3881 Alton PKWY (CA7226), West Los Angeles, CA, WEST LOS ANGELES BC, 11501 Santa Monica Blvd, Santa Monica, CA, SANTA MONICA BC, 1301 4th St, Los Angeles, CA, University Villiage, 3201 S Hoover St, - United States

Travel: Yes, 10% of the time

Full / Part-time: Full time

Hours Per Week: 40

Shift: 1st shift

Weekly Schedule: Monday-Saturday All Day Open Availability


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Financial Solutions Advisor Development Program-Orange County Areas

Expired Job

Bank Of America Corporation