Bank of America
Financial Solutions Advisor Registration Candidate - Old Bergen Financial Center
Bank of America, Jersey City, New Jersey, United States, 07390
Financial Solutions Advisor Registration Candidate - Old Bergen Financial Center (Bilingual Spanish Preferred)
1 day ago Be among the first 25 applicants
This range is provided by Bank of America. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $28.00/hr - $33.00/hr
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.
As a Financial Solutions Advisor Stage I (FSA I), you will receive dedicated and personalized training for Securities Industry Essentials (SIE), Series 7 and Series 66 exams, and will learn foundational advisor skills. Once licensed, you will work in a financial center delivering core banking, investment solutions and client care. You may advance to Stage II and other roles within Bank of America and Merrill.
This position is subject to SAFE Act registration requirements. All employees engaged in residential loan mortgage originations must register and remain in good standing. Failure to obtain and/or maintain SAFE Act registration may result in 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 hire & 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 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 interests in a complex, fast‑paced environment.
Executes multiple tasks simultaneously 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.
Bilingual Spanish.
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
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This range is provided by Bank of America. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $28.00/hr - $33.00/hr
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.
As a Financial Solutions Advisor Stage I (FSA I), you will receive dedicated and personalized training for Securities Industry Essentials (SIE), Series 7 and Series 66 exams, and will learn foundational advisor skills. Once licensed, you will work in a financial center delivering core banking, investment solutions and client care. You may advance to Stage II and other roles within Bank of America and Merrill.
This position is subject to SAFE Act registration requirements. All employees engaged in residential loan mortgage originations must register and remain in good standing. Failure to obtain and/or maintain SAFE Act registration may result in 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 hire & 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 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 interests in a complex, fast‑paced environment.
Executes multiple tasks simultaneously 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.
Bilingual Spanish.
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
#J-18808-Ljbffr