Consumer Investments Financial Solutions Advisor-Diablo Region
Company: Bank of America
Location: Livermore
Posted on: July 31, 2022
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Job Description:
Consumer Investments Financial Solutions Advisor-Diablo
RegionLivermore, California;Pittsburg, California**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 a **Financial
Solutions Advisor** in one of over 4,000 financial center locations
nationwide. The Financial Center Financial Solutions Advisor role
is a pivotal role for experienced advisors looking to grow in a
world-class organization.From day one, you will receive training
from our award-winning **Academy at Bank of America** . This
program delivers hands-on practice, personalized coaching and
classes that will help you become the advisor you want to be. **The
Academy** also provides training beyond portfolios and investment
strategies. You'll learn to consider a client's entire and complex
financial picture, and then guide them with advice and solutions to
help them live their best financial lives.With demonstrated
success, you have **unlimited career growth** and 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. You'll be enrolled in
the Advisor Develop Program, part of The Academy, to develop as an
advisor; the potential for growth is yours.--- **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.--- **Get smart on core banking
and investment solutions** and connect clients to all of the
solutions we provide.--- **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.--- **Build
connections.** Work in the center of the financial universe,
tapping into a range of experts, from mortgage lenders to
investment analysts.--- **Continuously learn and grow** , with
on-going career development support and opportunities for
advancement with Bank of America and Merrill.--- **Achieve**
additional professional designations such as Certified Financial
Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)
or leverage approved tuition reimbursement to further your
education.**As a Financial Solutions Advisor II, you can look
forward to**--- Unlimited potential for financial growth.--- A
strong referral network 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.**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:**--- Currently holds Series 7 & 66 (63 & 65 in lieu of 66)
licenses. If you do not currently hold the 66 but have either a 63
or 65, an offer can be extended with the condition that a passing
score is received for the missing series within 60 days.--- Has at
least one year experience in the investments industry, including
investment training and in-depth knowledge of investment products
and services.--- Has at least one year experience working in the
financial service industry and/or a sales environment where goals
were met or exceeded.--- Sets and accomplishes goals, achieving
whatever you put your mind to.--- Builds and nurtures strong
relationships.--- Collaborates effectively with others to get
things done.--- Communicates effectively and confidently and is
comfortable engaging all clients.--- Manages goals, navigates
complexity, prioritizes tasks and executes in a fast-paced
environment.--- Likes to learn, adapts to new information and seeks
the right solutions for clients.--- Efficiently manages your time
and capacity.--- Is thorough and thoughtful in incorporating
relevant regulatory due diligence into daily activities and
long-term strategies for clients.**Desired skills:**--- Strong
computer skills with an ability to multitask in a demanding
environment.--- At least three years' experience working in the
financial service industry and/or a sales environment where goals
were met or exceeded.--- Achieved additional professional
designations such as Certified Financial Planner (CFP) and/or
Chartered Retirement Planning Counselor (CRPC).--- Obtained your
insurance licenses.**Job Band:**H5**Shift:**1st shift (United
States of America)**Hours Per Week:**40**Weekly Schedule:**Monday
through Friday 8 to 5, Half day Saturdays**Referral Bonus
Amount:**5000**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 a
**Financial Solutions Advisor** in one of over 4,000 financial
center locations nationwide. The Financial Center Financial
Solutions Advisor role is a pivotal role for experienced advisors
looking to grow in a world-class organization.From day one, you
will receive training from our award-winning **Academy at Bank of
America** . This program delivers hands-on practice, personalized
coaching and classes that will help you become the advisor you want
to be. **The Academy** also provides training beyond portfolios and
investment strategies. You'll learn to consider a client's entire
and complex financial picture, and then guide them with advice and
solutions to help them live their best financial lives.With
demonstrated success, you have **unlimited career growth** and 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. You'll be enrolled in
the Advisor Develop Program, part of The Academy, to develop as an
advisor; the potential for growth is yours.--- **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.--- **Get smart on core banking
and investment solutions** and connect clients to all of the
solutions we provide.--- **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.--- **Build
connections.** Work in the center of the financial universe,
tapping into a range of experts, from mortgage lenders to
investment analysts.--- **Continuously learn and grow** , with
on-going career development support and opportunities for
advancement with Bank of America and Merrill.--- **Achieve**
additional professional designations such as Certified Financial
Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)
or leverage approved tuition reimbursement to further your
education.**As a Financial Solutions Advisor II, you can look
forward to**--- Unlimited potential for financial growth.--- A
strong referral network 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.**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:**--- Currently holds Series 7 & 66 (63 & 65 in lieu of 66)
licenses. If you do not currently hold the 66 but have either a 63
or 65, an offer can be extended with the condition that a passing
score is received for the missing series within 60 days.--- Has at
least one year experience in the investments industry, including
investment training and in-depth knowledge of investment products
and services.--- Has at least one year experience working in the
financial service industry and/or a sales environment where goals
were met or exceeded.--- Sets and accomplishes goals, achieving
whatever you put your mind to.--- Builds and nurtures strong
relationships.--- Collaborates effectively with others to get
things done.--- Communicates effectively and confidently and is
comfortable engaging all clients.--- Manages goals, navigates
complexity, prioritizes tasks and executes in a fast-paced
environment.--- Likes to learn, adapts to new information and seeks
the right solutions for clients.--- Efficiently manages your time
and capacity.--- Is thorough and thoughtful in incorporating
relevant regulatory due diligence into daily activities and
long-term strategies for clients.**Desired skills:**--- Strong
computer skills with an ability to multitask in a demanding
environment.--- At least three years' experience working in the
financial service industry and/or a sales environment where goals
were met or exceeded.--- Achieved additional professional
designations such as Certified Financial Planner (CFP) and/or
Chartered Retirement Planning Counselor (CRPC).--- Obtained your
insurance licenses.**Shift:**1st shift (United States of
America)**Hours Per Week:**40Learn more about this
roleTranscript?At Bank of America, I get to make a difference every
day.**On screen copy:**Merrill Financial Solutions
AdvisorDisclosure: Please see important information at the end of
this video.**On screen copy:**Advise clients on their investment
goals in order to pursue those goalsAs a Merrill Financial
Solutions Advisor, my job is to advise my clients on their
investment goals and match them with the right portfolio and
specialists to help them pursue those goals.I interact with clients
from all walks of life, from small-business owners developing a
financial plan to new parents looking to start saving money for
their child's college education. I match my knowledge of financial
markets and investment products with clients' individual investment
needs.**On screen copy:**Accomplishing performance goals through
needs-based analysis and client follow-upA key part of my role is
accomplishing performance goals through consultative, needs-based
analysis and organized follow up with my clients.When I first
started, I had a lot to learn about the investment world and
compliance standards but I was equipped with the tools and training
I needed to succeed.**On screen copy:**Team environmentIn my last
job, I worked mostly on my own. Here, I get to work in a team
environment every day. I even get some of my best referrals from my
teammates.And since I work with people in so many different
departments, I'm able to build connections and learn more about
other roles.Everyone here is really supportive of your career
growth.**On screen copy:**Regular meetings with your manager to
make your goals a realityI meet with my manager on a regular basis
to talk about my goals, and she gives me advice for how to make
them a reality.**On screen copy:**Trained by the award-winning
Academy at Bank of America2019 Brandon Hall Gold Award for "Best
Launch of a Corporate Learning University"As a Merrill Financial
Solutions Advisor, you will participate in the award-winning
Academy at Bank of America.From my first day to today, the Academy
has equipped me with all the knowledge, skills and resources I need
to be successful.I'm hoping to move into a leadership role in the
future and I feel I'll be able to make this a reality, thanks to my
manager and the people around me.And it's that kind of support that
makes it so easy to support my clients every day.We all have goals.
Pursue yours at Bank of America and Merrill.**On screen
copy:**Learn more: bankofamerica.com/Careers**On screen copy:**Bank
of America and its affiliates consider for employment and hire
qualified candidates without regard to race, religion, color, sex,
sexual orientation, gender, gender identity, age, national origin,
ancestry, citizenship, protected veteran or disability status or
any factor prohibited by law, and as such affirms in policy and
practice to support and promote the concept of equal employment
opportunity and affirmative action, in accordance with all
applicable federal, state, provincial and municipal laws.Investment
products:Are Not FDIC InsuredAre Not Bank GuaranteedMay Lose
ValueMerrill Lynch, Pierce, Fenner & Smith Incorporated (also
referred to as "MLPF" or "Merrill") makes available certain
investment products sponsored, managed, distributed or provided by
companies that are affiliates of Bank of America Corporation ("BofA
Corp."). MLPF is a registered broker-dealer, Member SIPC, and a
wholly-owned subsidiary of BofA Corp.MLPF is a registered
broker-dealer, Member SIPC and a wholly owned subsidiary of Bank of
America Corporation. - 2019 Bank of America Corporation. All rights
reserved.Full timeJR-22054822Band: H5Manages People: NoTravel: Yes,
10% of the timeManager:Talent Acquisition Contact:Karen
BrennanReferral Bonus:5000Bank of America and its affiliates
consider for employment and hire qualified candidates without
regard to race, religious creed, religion, color, sex, sexual
orientation, genetic information, gender, gender identity, gender
expression, age, national origin, ancestry, citizenship, protected
veteran or disability status or any factor prohibited by law, and
as such affirms in policy and practice to support and promote the
concept of equal employment opportunity and affirmative action, in
accordance with all applicable federal, state, provincial and
municipal laws. The company also prohibits discrimination on other
bases such as medical condition, marital status or any other factor
that is irrelevant to the performance of our teammates.To view the
"EEO is the Law" poster, CLICK HERE
(https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf)
.To view the "EEO is the Law" Supplement, CLICK HERE
(https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf)
.Bank of America aims to create a workplace free from the dangers
and resulting consequences of illegal and illicit drug use and
alcohol abuse. Our Drug-Free Workplace and Alcohol Policy
("Policy") establishes requirements to prevent the presence or use
of illegal or illicit drugs or unauthorized alcohol on Bank of
America premises and to provide a safe work environment.To view
Bank of America's Drug-free workplace and alcohol policy, CLICK
HERE .
Keywords: Bank of America, Livermore , Consumer Investments Financial Solutions Advisor-Diablo Region, Accounting, Auditing , Livermore, California
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