Financial Solutions Advisor Stage I
Company: Disability Solutions
Location: West Linn
Posted on: September 30, 2024
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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. Responsible Growth is how we run our company and
how we deliver for our clients, teammates, communities and
shareholders every day. One of the keys to driving Responsible
Growth is being a great place to work for our teammates around the
world. We're devoted to being a diverse and inclusive workplace for
everyone. We hire individuals with a broad range of backgrounds and
experiences and invest heavily in our teammates and their families
by offering competitive benefits to support their physical,
emotional, and financial well-being. Bank of America believes both
in the importance of working together and offering flexibility to
our employees. We use a multi-faceted approach for flexibility,
depending on the various roles in our organization. Working at Bank
of America will give you a great career with opportunities to
learn, grow and make an impact, along with the power to make a
difference. Join us!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 an investment
specialist in one of over 4,000 financial center locations
nationwide. From day one, you will receive training from our-award
winning Academy at Bank of America, including hands-on practice,
personalized coaching and dedicated support throughout your
on-boarding experience. The Academy offers a defined path to
becoming an advisor through a multi-stage training program, one
that provides you with the necessary experience and skills to
succeed in your role and throughout your career journey.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 developmentOnce 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 all of the
solutions we provide through Bank of America and Merrill to meet
virtually all of their financial needs.As a Financial Solutions
Advisor Stage I, you can look forward to--- Unlimited potential for
financial growth.--- A strong referral base from across the
business through our relationship with one in every two
households.--- Managing a portfolio of clients by providing
exceptional client care with industry leading products, services,
and education.--- 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.--- Opportunities to connect with experts including small
business consultants, mortgage lenders and investment
advisors.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 Qualifications:--- Sets and
accomplishes goals, achieving whatever you put your mind to.--- Is
comfortable in a sales role, finding ways to nurture strong
relationships with prospective clients.--- Communicates clearly and
confidently with clients from all walks of life.--- Works well with
others and collaborates productively to get things done.--- Can
manage complexity, prioritize tasks and execute in a fast-paced
environment.--- Likes to learn on your feet, adapting to new
information and seeking the right solutions for clients.---
Efficiently manages your time and capacity.--- Is thorough and will
incorporate relevant regulatory due diligence into daily to-do's
and long-term strategies for clients.Desired Qualifications:---
Strong computer skills with an ability to multitask in a demanding
environment.--- A bachelor's degree, or 1-2 years' experience
working in the financial service industry and/or a sales
environment where goals were met or exceeded.--- Experience
assessing client needs, identifying/recommending solutions, and
building/managing client relationships.Shift:1st shift (United
States of America)Hours Per Week: 40
Keywords: Disability Solutions, Portland , Financial Solutions Advisor Stage I , Accounting, Auditing , West Linn, Oregon
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