Bank of America
Financial Solutions Advisor Registration Candidate - Waldwick Financial Center
Bank of America, Waldwick, New Jersey, us, 07463
Financial Solutions Advisor Registration Candidate - Waldwick Financial Center
To proceed with your application, you must be at least 18 years of age.
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!
Overview / Career Path As a Financial Solutions Advisor Stage I (FSA I), your journey begins with obtaining your Securities Industry licenses, including dedicated classes for Securities Industry Essentials (SIE), Series 7 and Series 66 exams. You will be taught foundational skills to be an advisor—acquiring, building and managing client relationships, considering a client’s complex financial picture, and guiding them with advice and solutions to help them live their best financial lives while humanizing financial interactions. After achieving key milestones, you will work in a financial center to deliver Bank of America’s core banking, investment solutions, and client care. We will equip you with everything you need as you move through the stages of development.
Upon successful Licensure as a Financial Solutions Advisor Stage I, you will typically progress to Financial Solutions Advisor Stage II, where you will grow and deepen relationships within a portfolio of clients. The Academy will support you with dedicated programs, tools, and resources throughout your career journey. This position is subject to SAFE Act registration requirements.
Responsibilities
Build a successful career at Bank of America through world-class training and onboarding programs.
Receive training and one-on-one coaching from Academy managers who are invested in your success.
Grow business knowledge by using a defined consultative approach with clients to identify needs and provide appropriate solutions.
Earn SIE, Series 7, and Series 66 licenses (63 & 65 accepted in lieu of 66) with defined study timelines; obtain SIE within 30 days of hire and Series 7 & 66 within 120 days.
Build your network by interacting with banking customers, small business owners, and higher net worth clients within a financial center.
Provide end-to-end comprehensive advice, deliver client reviews/presentations, and recommend strategies to help clients achieve financial goals.
Collaborate with core banking and investment partners to connect clients to solutions offered by Bank of America and Merrill.
Qualifications
Required Qualifications:
Aptitude in obtaining required industry licenses; self-discipline in managing time and capacity; experience in cultivating client relationships, assessing needs, and recommending solutions; ability to build strong peer relationships through effective communication and collaboration; results-driven mindset prioritizing clients’ interests in a complex, fast-paced environment; willingness to learn and adapt to new technology.
Desired Qualifications:
Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
Skills
Customer and Client Focus
Client Solutions Advisory
Attention to Detail
Policies, Procedures, and Guidelines
Written Communications
Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent
Schedule:
Monday – Friday and rotating Saturdays
[Bank of America logo shown periodically throughout]
Compensation & Benefits (New Jersey) New Jersey pay range:
$28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set.
This role is compensated with a base salary and is not incentive eligible.
This role is currently
benefits eligible . We provide industry-leading benefits, paid time off, resources and support to our employees.
Important notice You are now leaving a Bank of America website. By clicking Continue, you will be taken to a website not affiliated with Bank of America, which may have a different privacy policy and security level. Bank of America does not endorse content on external sites. Please refer to the external site’s posted privacy terms and use.
You can click the Continue button to proceed or the Cancel button to return to the previous page.
Bank of America and its affiliates consider employment opportunities without regard to race, religion, color, sex, sexual orientation, gender, gender identity, age, national origin, ancestry, citizenship, protected veteran or disability status, or any other factor prohibited by law. Bank of America is an equal employment opportunity employer.
New Jersey pay and benefits information
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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!
Overview / Career Path As a Financial Solutions Advisor Stage I (FSA I), your journey begins with obtaining your Securities Industry licenses, including dedicated classes for Securities Industry Essentials (SIE), Series 7 and Series 66 exams. You will be taught foundational skills to be an advisor—acquiring, building and managing client relationships, considering a client’s complex financial picture, and guiding them with advice and solutions to help them live their best financial lives while humanizing financial interactions. After achieving key milestones, you will work in a financial center to deliver Bank of America’s core banking, investment solutions, and client care. We will equip you with everything you need as you move through the stages of development.
Upon successful Licensure as a Financial Solutions Advisor Stage I, you will typically progress to Financial Solutions Advisor Stage II, where you will grow and deepen relationships within a portfolio of clients. The Academy will support you with dedicated programs, tools, and resources throughout your career journey. This position is subject to SAFE Act registration requirements.
Responsibilities
Build a successful career at Bank of America through world-class training and onboarding programs.
Receive training and one-on-one coaching from Academy managers who are invested in your success.
Grow business knowledge by using a defined consultative approach with clients to identify needs and provide appropriate solutions.
Earn SIE, Series 7, and Series 66 licenses (63 & 65 accepted in lieu of 66) with defined study timelines; obtain SIE within 30 days of hire and Series 7 & 66 within 120 days.
Build your network by interacting with banking customers, small business owners, and higher net worth clients within a financial center.
Provide end-to-end comprehensive advice, deliver client reviews/presentations, and recommend strategies to help clients achieve financial goals.
Collaborate with core banking and investment partners to connect clients to solutions offered by Bank of America and Merrill.
Qualifications
Required Qualifications:
Aptitude in obtaining required industry licenses; self-discipline in managing time and capacity; experience in cultivating client relationships, assessing needs, and recommending solutions; ability to build strong peer relationships through effective communication and collaboration; results-driven mindset prioritizing clients’ interests in a complex, fast-paced environment; willingness to learn and adapt to new technology.
Desired Qualifications:
Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
Skills
Customer and Client Focus
Client Solutions Advisory
Attention to Detail
Policies, Procedures, and Guidelines
Written Communications
Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent
Schedule:
Monday – Friday and rotating Saturdays
[Bank of America logo shown periodically throughout]
Compensation & Benefits (New Jersey) New Jersey pay range:
$28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set.
This role is compensated with a base salary and is not incentive eligible.
This role is currently
benefits eligible . We provide industry-leading benefits, paid time off, resources and support to our employees.
Important notice You are now leaving a Bank of America website. By clicking Continue, you will be taken to a website not affiliated with Bank of America, which may have a different privacy policy and security level. Bank of America does not endorse content on external sites. Please refer to the external site’s posted privacy terms and use.
You can click the Continue button to proceed or the Cancel button to return to the previous page.
Bank of America and its affiliates consider employment opportunities without regard to race, religion, color, sex, sexual orientation, gender, gender identity, age, national origin, ancestry, citizenship, protected veteran or disability status, or any other factor prohibited by law. Bank of America is an equal employment opportunity employer.
New Jersey pay and benefits information
#J-18808-Ljbffr