Financial Solutions Advisor Registration Candidate – Consumer Investments- Santa Cruz Main Fina[...]
Responder al anuncioFinancial Solutions Advisor Registration Candidate – Consumer Investments- Santa Cruz Main Financial CenterJob 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. 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. 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. 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. 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. We’ll help you:Build a successful career through world-class training and on-boarding programs. Get training and one-on-one coaching from Academy managers who are invested in your success. Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses through structured lessons and dedicated study time. Provide end-to-end comprehensive advice to clients. Collaborate with core banking and investment partners. 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. Managing a portfolio of clients by providing exceptional client care. Ongoing professional development to deepen your skills. Required Qualifications:Sets and accomplishes goals. Is comfortable in a sales role. Communicates clearly and confidently with clients. Works well with others and collaborates productively. Can manage complexity and prioritize tasks. Efficiently manages your time and capacity. Is thorough and will incorporate relevant regulatory due diligence. Desired Qualifications:Strong computer skills with an ability to multitask. A bachelor’s degree, or 1-2 years’ experience in the financial service industry. Experience assessing client needs and building/managing client relationships. Shift: 1st shift (United States of America)Hours Per Week: 40About UsBank of America is committed to helping employees through the transition period when they’re displaced as a result of a workforce reduction, realignment or similar measure. #J-18808-Ljbffr
¡Sea el primero en responder a este anuncio de trabajo!
-
¿Por qué está buscando trabajo en Trabajas.es?
Crear alerta de empleo
Cada día nuevos anuncios de trabajo Puede elegir entre una amplia gama de trabajos: nuestro objetivo es ofrecer una selección lo más amplia posible Déjenos enviar nuevos anuncios por correo electrónico Sea el primero en responder a las nuevas ofertas de empleo Todos los anuncios de trabajos en un único lugar (de empleadores, agencias y otros portales) Todos los servicios para demandantes de empleo son gratuitos Le ayudaremos a encontrar un nuevo empleo