Consumer Investments Financial Solutions Advisor Development Program - Reading, MA
Company: Bank of America
Location: Reading
Posted on: June 17, 2022
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Job Description:
Consumer Investments Financial Solutions Advisor Development
Program - Reading, MAReading, Massachusetts**Job Description:**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 skills:**--- 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 skills:**--- 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/recommendingsolutions, and building/managing
client relationships.Strong computer skills with an ability to
multitask in a demanding environment.**Job Band:**H6**Shift:**1st
shift (United States of America)**Hours Per Week:**40**Weekly
Schedule:**Monday thru Friday, some Saturdays required.**Referral
Bonus Amount:**0**Job Description:**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 skills:**--- 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 skills:**--- 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/recommendingsolutions, and building/managing
client relationships.Strong computer skills with an ability to
multitask in a demanding environment.**Shift:**1st shift (United
States of America)**Hours Per Week:**40Learn more about this
roleTranscript?At Bank of America, I get to make a difference every
day.**On screen copy:**Merrill Financial Solutions
AdvisorDisclosure: Please see important information at the end of
this video.**On screen copy:**Advise clients on their investment
goals in order to pursue those goalsAs a Merrill Financial
Solutions Advisor, my job is to advise my clients on their
investment goals and match them with the right portfolio and
specialists to help them pursue those goals.I interact with clients
from all walks of life, from small-business owners developing a
financial plan to new parents looking to start saving money for
their child's college education. I match my knowledge of financial
markets and investment products with clients' individual investment
needs.**On screen copy:**Accomplishing performance goals through
needs-based analysis and client follow-upA key part of my role is
accomplishing performance goals through consultative, needs-based
analysis and organized follow up with my clients.When I first
started, I had a lot to learn about the investment world and
compliance standards but I was equipped with the tools and training
I needed to succeed.**On screen copy:**Team environmentIn my last
job, I worked mostly on my own. Here, I get to work in a team
environment every day. I even get some of my best referrals from my
teammates.And since I work with people in so many different
departments, I'm able to build connections and learn more about
other roles.Everyone here is really supportive of your career
growth.**On screen copy:**Regular meetings with your manager to
make your goals a realityI meet with my manager on a regular basis
to talk about my goals, and she gives me advice for how to make
them a reality.**On screen copy:**Trained by the award-winning
Academy at Bank of America2019 Brandon Hall Gold Award for "Best
Launch of a Corporate Learning University"As a Merrill Financial
Solutions Advisor, you will participate in the award-winning
Academy at Bank of America.From my first day to today, the Academy
has equipped me with all the knowledge, skills and resources I need
to be successful.I'm hoping to move into a leadership role in the
future and I feel I'll be able to make this a reality, thanks to my
manager and the people around me.And it's that kind of support that
makes it so easy to support my clients every day.We all have goals.
Pursue yours at Bank of America and Merrill.**On screen
copy:**Learn more: bankofamerica.com/Careers**On screen copy:**Bank
of America and its affiliates consider for employment and hire
qualified candidates without regard to race, religion, color, sex,
sexual orientation, gender, gender identity, age, national origin,
ancestry, citizenship, protected veteran or disability status or
any factor prohibited by law, and as such affirms in policy and
practice to support and promote the concept of equal employment
opportunity and affirmative action, in accordance with all
applicable federal, state, provincial and municipal laws.Investment
products:Are Not FDIC InsuredAre Not Bank GuaranteedMay Lose
ValueMerrill Lynch, Pierce, Fenner & Smith Incorporated (also
referred to as "MLPF" or "Merrill") makes available certain
investment products sponsored, managed, distributed or provided by
companies that are affiliates of Bank of America Corporation ("BofA
Corp."). MLPF is a registered broker-dealer, Member SIPC, and a
wholly-owned subsidiary of BofA Corp.MLPF is a registered
broker-dealer, Member SIPC and a wholly owned subsidiary of Bank of
America Corporation. - 2019 Bank of America Corporation. All rights
reserved.Full timeJR-22055319Band: H6Manages People: NoTravel: Yes,
10% of the timeManager:Talent Acquisition Contact:Kathryn
TheodoreReferral Bonus:0Bank of America and its affiliates consider
for employment and hire qualified candidates without regard to
race, religious creed, religion, color, sex, sexual orientation,
genetic information, gender, gender identity, gender expression,
age, national origin, ancestry, citizenship, protected veteran or
disability status or any factor prohibited by law, and as such
affirms in policy and practice to support and promote the concept
of equal employment opportunity and affirmative action, in
accordance with all applicable federal, state, provincial and
municipal laws. The company also prohibits discrimination on other
bases such as medical condition, marital status or any other factor
that is irrelevant to the performance of our teammates.To view the
"EEO is the Law" poster, CLICK HERE
(https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf)
.To view the "EEO is the Law" Supplement, CLICK HERE
(https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf)
.Bank of America aims to create a workplace free from the dangers
and resulting consequences of illegal and illicit drug use and
alcohol abuse. Our Drug-Free Workplace and Alcohol Policy
("Policy") establishes requirements to prevent the presence or use
of illegal or illicit drugs or unauthorized alcohol on Bank of
America premises and to provide a safe work environment.To view
Bank of America's Drug-free workplace and alcohol policy, CLICK
HERE .
Keywords: Bank of America, Somerville , Consumer Investments Financial Solutions Advisor Development Program - Reading, MA, Accounting, Auditing , Reading, Massachusetts
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