Bank of America
Financial Solutions Advisor Registration Candidate- Newtown Square Financial Cen
Bank of America, Newtown Square, Pennsylvania, United States
Financial Solutions Advisor Registration Candidate- Newtown Square Financial Center
2 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Job Description: At Bank of America, 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, including our commitment to an inclusive workplace, attracting and developing exceptional talent, supporting teammates’ wellness, recognizing and rewarding performance, and making 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 flexible considerations based on role-specific factors. 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 by obtaining your Securities Industry licenses. You will receive dedicated classes for the Securities Industry Essentials (SIE), Series 7 and Series 66 Exams. After obtaining licenses, you will learn foundational skills to build and manage client relationships, assess a client’s financial picture, and guide them with advice and solutions to help them live their best financial lives, while humanizing financial interactions. After reaching key milestones, you will begin working in a financial center to deliver Bank of America’s core banking, investment solutions, and client care. We will equip you with what 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 skills by growing 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. 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) through structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired and 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: Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience Skills: Advisory Account Management Client Experience Branding Customer and Client Focus Oral Communications Issue Management Client Solutions Advisory Pipeline Management Active Listening Attention to Detail Risk Management Policies, Procedures, and Guidelines Client Management Causation Analysis Written Communications Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent Schedule:
Monday – Fridays and rotating Saturdays Shift:
1st shift (United States of America) Hours Per Week:
40 Seniority level
Internship Employment type
Full-time Job function
Consulting, Information Technology, and Sales Industries Banking
#J-18808-Ljbffr
2 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Job Description: At Bank of America, 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, including our commitment to an inclusive workplace, attracting and developing exceptional talent, supporting teammates’ wellness, recognizing and rewarding performance, and making 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 flexible considerations based on role-specific factors. 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 by obtaining your Securities Industry licenses. You will receive dedicated classes for the Securities Industry Essentials (SIE), Series 7 and Series 66 Exams. After obtaining licenses, you will learn foundational skills to build and manage client relationships, assess a client’s financial picture, and guide them with advice and solutions to help them live their best financial lives, while humanizing financial interactions. After reaching key milestones, you will begin working in a financial center to deliver Bank of America’s core banking, investment solutions, and client care. We will equip you with what 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 skills by growing 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. 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) through structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired and 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: Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience Skills: Advisory Account Management Client Experience Branding Customer and Client Focus Oral Communications Issue Management Client Solutions Advisory Pipeline Management Active Listening Attention to Detail Risk Management Policies, Procedures, and Guidelines Client Management Causation Analysis Written Communications Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent Schedule:
Monday – Fridays and rotating Saturdays Shift:
1st shift (United States of America) Hours Per Week:
40 Seniority level
Internship Employment type
Full-time Job function
Consulting, Information Technology, and Sales Industries Banking
#J-18808-Ljbffr