Talent.com
Financial Solutions Advisor Registration Candidate-Eastern MD Market
Financial Solutions Advisor Registration Candidate-Eastern MD MarketBank of America • Richmond, VA, United States
Financial Solutions Advisor Registration Candidate-Eastern MD Market

Financial Solutions Advisor Registration Candidate-Eastern MD Market

Bank of America • Richmond, VA, United States
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Job Description :

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

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 the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.

Required Qualifications :

  • Aptitude in obtaining required industry licenses.
  • Must be self-disciplined in managing time and capacity.
  • Experience in cultivating client relationships, accessing needs and recommending solutions.
  • Success creating strong peer relationships through effective communication and collaboration.
  • Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment.
  • Executes multiple tasks simultaneously.
  • Learns and adapts to new technology or applications.
  • Desired Qualifications :

  • Currently holds FINRA Securities Industry Essentials (SIE)
  • Bachelor's degree and / or a minimum of one year of financial services industry or sales experience
  • Skills :

  • Client Experience Branding
  • Client Solutions Advisory
  • Investment Management
  • Pipeline Management
  • Referral Management
  • Client Management
  • Customer and Client Focus
  • Portfolio Management
  • Prospecting
  • Referral Identification
  • Business Acumen
  • Executive Presence
  • Oral Communications
  • Risk Management
  • Trading
  • Minimum Education Requirement : High School Diploma / GED / Secondary School or equivalent

    Schedule : Monday - Fridays and rotating Saturdays

    This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone-based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law.

    Shift :

    1st shift (United States of America)

    Hours Per Week : 40

    Pay Transparency details

    US - MD - Mechanicsville - 28250 Three Notch Rd - Mechanicsville BC (MD4729)

    Pay and benefits information

    Pay range

    $28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set.

    Predictable pay

    This role is compensated with a base salary and is not incentive eligible.

    Benefits

    This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

    [job_alerts.create_a_job]

    Financial Advisor • Richmond, VA, United States

    [internal_linking.similar_jobs]
    Financial Advisor - Richmond, VA

    Financial Advisor - Richmond, VA

    North Star Resource Group • Richmond, VA, US
    [job_card.full_time]
    Financial Advisor - Richmond, Va.North Star Resource Group is looking to find a candidate for a financial advisor position in Richmond, VA. We are looking for a recent college graduate or a more exp...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Advisor Financial Professional

    Financial Advisor Financial Professional

    Cornerstone Advisor Group • Richmond, VA, United States
    [job_card.full_time]
    Cornerstone Advisor Group (CAG) is seeking business-minded candidates who are motivated by their ability to make an impact in people’s lives and help their clients do the planning needed to achieve...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel MRI Tech - $2,716 to $2,916 per week in Richmond, VA

    Travel MRI Tech - $2,716 to $2,916 per week in Richmond, VA

    Titan Medical Group • Richmond, VA, US
    [job_card.full_time]
    BCLS / BLS - American Heart Association / ARRT(MR).Titan Medical is looking for travelers to fill a Travel MRI Tech position for a 13 week assignment in Richmond, VA! Call Titan for additional details....[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Interventional Radiology (IR) - $2,234 to $2,477 per week in Richmond, VA

    Travel Interventional Radiology (IR) - $2,234 to $2,477 per week in Richmond, VA

    LRS Healthcare • Richmond, VA, US
    [job_card.full_time]
    Ready to start your next travel adventure? LRS Healthcare offers a full benefits package, 24 / 7 support, and a responsive, traveler-first culture. What are you waiting for? Apply today!.Valid license...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Territory Sales Manager - Mountain West

    Territory Sales Manager - Mountain West

    Indevco North America Inc • Doswell, VA, US
    [job_card.full_time]
    INDEVCO North America Inc is a leading manufacturer of building materials, made right here in the USA.We are a family-owned business that was founded in 1956. Our Barricade Building Products and Per...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Drive with DoorDash - Be Your Own Boss

    Drive with DoorDash - Be Your Own Boss

    DoorDash • Ruther Glen, VA, United States
    [job_card.full_time] +1
    DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a variety o...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Advisor - Richmond and surrounding area

    Financial Advisor - Richmond and surrounding area

    Thrivent Financial • Richmond, VA, United States
    [job_card.full_time]
    Make an impact providing expert financial advice with heart.Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing.Here, you’ll make...[show_more]
    [last_updated.last_updated_30] • [promoted]
    J.P. Morgan Wealth Management - Private Client Advisor - Richmond and Mechanicsville, VA

    J.P. Morgan Wealth Management - Private Client Advisor - Richmond and Mechanicsville, VA

    JPMorgan Chase • Richmond, VA, US
    [job_card.full_time]
    Private Client Advisor In Chase Wealth Management.Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary cus...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel MRI Tech - $2,806 per week in Richmond, VA

    Travel MRI Tech - $2,806 per week in Richmond, VA

    Atlas MedStaff • Richmond, VA, US
    [job_card.full_time]
    Atlas Medstaff is currently seeking candidates in the MRI Tech (MRI Tech) profession for a 13 week contract in the Richmond, Virginia area. Atlas Medstaff is a premier staffing firm dedicated to mat...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Physical Therapist (PT) - $1,940 per week in Colonial Heights, VA

    Travel Physical Therapist (PT) - $1,940 per week in Colonial Heights, VA

    Core Medical Group • Colonial Heights, VA, US
    [job_card.full_time]
    Outpatient Physical Therapist Needed in VA,.CoreMedical Group has hundreds of exciting and rewarding travel assignments throughout the country for Travel Allied Professionals and Travel Nurses.Plus...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    US EG Financial Advisor Region 123

    US EG Financial Advisor Region 123

    Edward Jones • Ashland, VA, United States
    [job_card.full_time]
    This opportunity is different from our financial advisor hiring process for an existing opening.It allows you to express interest in an anticipated financial advisor position and seek to become pre...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Financial Advisor - SouthState Bank

    Financial Advisor - SouthState Bank

    LPL Financial • Richmond, VA, US
    [job_card.full_time]
    LPL Financial partners with banks to offer a complete menu of financial services to bank clients.This employment opportunity at SouthState Bank in Richmond, VA would allow you to join the Investmen...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Physician (MD / DO) - Psychiatry - General / Other in Hopewell, VA

    Physician (MD / DO) - Psychiatry - General / Other in Hopewell, VA

    LocumJobsOnline • Hopewell, VA, US
    [job_card.full_time] +1
    LocumJobsOnline is working with CompHealth to find a qualified Psychiatry MD in Hopewell, Virginia, 23860!.Your CompHealth consultant can help you find a position with the salary and perks that mee...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Ameriprise Financial Group Financial Advisor

    Ameriprise Financial Group Financial Advisor

    Member One FCU • Richmond, VA, United States
    [job_card.full_time]
    VACU Investment Group (VACUIG) is expanding our wealth management team throughout Virginia- Greater Richmond Area, Blacksburg, Roanoke, Harrisonburg, VA Beach, Norfolk Williamsburg & Lynchburg.The ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel Interventional Radiology (IR) - $2,433 to $2,586 per week in Richmond, VA

    Travel Interventional Radiology (IR) - $2,433 to $2,586 per week in Richmond, VA

    Host Healthcare • Richmond, VA, US
    [job_card.full_time]
    Host Healthcare is an award-winning travel healthcare company with an immediate opening for this Interventional Radiologist position in Richmond, VA. If you are interested in this position, please c...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Interventional Radiology (IR) - $2,806 per week in Richmond, VA

    Travel Interventional Radiology (IR) - $2,806 per week in Richmond, VA

    Care Career • Richmond, VA, US
    [job_card.full_time]
    An interventional radiology technologist works alongside a physician and nurses specializing in interventional radiology. In this career, your primary responsibilities are to set up and operate the ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Regional Director, Outreach (Virginia)

    Regional Director, Outreach (Virginia)

    Charlie Health • Richmond, VA, US
    [job_card.full_time]
    Millions of people across the country are navigating mental health conditions, substance use disorders, and eating disorders, but too often, they're met with barriers to care.From limited local...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel Physical Therapist (PT) - $1,940 per week in Colonial Heights, VA

    Travel Physical Therapist (PT) - $1,940 per week in Colonial Heights, VA

    AlliedTravelNetwork • Colonial Heights, VA, US
    [job_card.full_time]
    AlliedTravelNetwork is working with Core Medical Group to find a qualified Physical Therapist (PT) in Colonial Heights, Virginia, 23834!. Outpatient Physical Therapist Needed in VA,.CoreMedical Grou...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]