Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Jonesboro Mer[...]
Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Jonesboro Merrill Office page is loaded Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Jonesboro Merrill Office Apply locations Jonesboro time type Full time posted on Posted 15 Days Ago job requisition id 24001553
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 . 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 within centralized segment of the Advisor Development Program, 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. You will then join the centralized team as a Financial Solutions Advisor. The Financial Solutions Advisors on the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSAs demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual client's investment needs. Additionally, they align Merrill and Bank of America products and services where appropriate. We will equip you with everything you need as you move through the stages of development and move into the Merrill Financial Advisor role.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.During this stage of your journey, you will receive the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Once you have honed your skills and demonstrated success as a FSA, you typically will progress into the next stage of training and development as a Merrill Financial Solutions Advisor. This role within the Advisor Development Program provides the opportunity to pursue a career within Merrill Wealth Management. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey. 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 60 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 an Advisor Development Program Financial Solutions Advisor in the centralized segment 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. You're the kind of person that (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. You'll be even more prepared if you have (desired skills) 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. 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. Shift:
1st shift (United States of America)Hours Per Week:
40 About Us Bank of America is committed to help employees through the transition period when they're displaced as a result of a workforce reduction, realignment or similar measure. Please review the resume writing and interviewing tips provided below to help prepare you for your next career opportunity. Regardless of the position you are interested in, the starting points to building your resume are the same:
1. Determine the job or types of jobs you want to do and research their responsibilities and qualifications.2. Think about why you can do the job and make a list of your skills that are relative to the job.3. Identify experiences or accomplishments that show your proficiency in the skills required for the job.4. Summarize your abilities, accomplishments and skills into a brief, concise document. Considerations when writing a resumeo Do be brief. Resumes should be 1-2 pages in length.o Do be upbeat and active in your wording.o Do emphasize what you have done clearly and concretely.o Do be neat and well organized.o Do have others proofread and critique your resume. Spell check. Make it error free.o Do use high quality, white or light colored 8 x 11 paper. Use a laser printer if possible.o Don't be dishonest, always tell the truth about yourself in the most flattering light.o Don't include salary history or requirements.o Don't include references.o Don't include accomplishments that do not support your professional goals.o Don't include anything that isn't relevant. (For example, don't mention your fondness for swimming unless you want to work on the water.) o Don't use italics, underlining, shadows or other fancy treatments. Seven steps to a successful interview1. Anticipate -Put yourself in the interviewer's position. What do you believe the interviewer is most interested in? Why do you think you have been invited to interview?2. Research -What are the primary functions of the line of business? What are the success factors for the job? Is there a job description available?3. Assess -Think about your skills, abilities, knowledge, interests, traits, values and accomplishments. Match them to what you know about the job. Consider which ones you should highlight.4. Prepare Answers -Think about what the interviewer may ask, determine what the best answer is and write it down.5. Prepare Questions - Interviewing is a two-way street. By asking thoughtful questions, you communicate your interest and learn a lot about the job. Choose two or three questions to ask your interviewer. Avoid asking a lot of questions about vacation time or breaks.6. Practice - It may seem awkward, but it is the best way to come across well in an interview. Practice your own great responses with others or in front of a mirror until you appear relaxed and at ease.7. Follow-up - Send a brief follow-up letter to the interviewer. Keep in mind that the many job searchers will not send a follow-up letter. Sending one can become a competitive advantage. #J-18808-Ljbffr Recommended Skills Adaptability Capital Markets Coordinating Customer Relationship Management Finance Hardworking And Dedicated Apply to this job. Think you're the perfect candidate? Apply on company site $('.external-apply-email-saved').on('click', function (event) window.ExternalApply = window.open('/interstitial?jobdid=j3q13y5xwgwxdhd8r4w', 'ExternalApply-j3q13y5xwgwxdhd8r4w'); ); $(document).ready( function() $(#ads-desktop-placeholder).html(
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n Estimated Salary: $20 to $28 per hour based on qualifications.
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 . 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 within centralized segment of the Advisor Development Program, 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. You will then join the centralized team as a Financial Solutions Advisor. The Financial Solutions Advisors on the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSAs demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual client's investment needs. Additionally, they align Merrill and Bank of America products and services where appropriate. We will equip you with everything you need as you move through the stages of development and move into the Merrill Financial Advisor role.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.During this stage of your journey, you will receive the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Once you have honed your skills and demonstrated success as a FSA, you typically will progress into the next stage of training and development as a Merrill Financial Solutions Advisor. This role within the Advisor Development Program provides the opportunity to pursue a career within Merrill Wealth Management. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey. 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 60 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 an Advisor Development Program Financial Solutions Advisor in the centralized segment 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. You're the kind of person that (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. You'll be even more prepared if you have (desired skills) 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. 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. Shift:
1st shift (United States of America)Hours Per Week:
40 About Us Bank of America is committed to help employees through the transition period when they're displaced as a result of a workforce reduction, realignment or similar measure. Please review the resume writing and interviewing tips provided below to help prepare you for your next career opportunity. Regardless of the position you are interested in, the starting points to building your resume are the same:
1. Determine the job or types of jobs you want to do and research their responsibilities and qualifications.2. Think about why you can do the job and make a list of your skills that are relative to the job.3. Identify experiences or accomplishments that show your proficiency in the skills required for the job.4. Summarize your abilities, accomplishments and skills into a brief, concise document. Considerations when writing a resumeo Do be brief. Resumes should be 1-2 pages in length.o Do be upbeat and active in your wording.o Do emphasize what you have done clearly and concretely.o Do be neat and well organized.o Do have others proofread and critique your resume. Spell check. Make it error free.o Do use high quality, white or light colored 8 x 11 paper. Use a laser printer if possible.o Don't be dishonest, always tell the truth about yourself in the most flattering light.o Don't include salary history or requirements.o Don't include references.o Don't include accomplishments that do not support your professional goals.o Don't include anything that isn't relevant. (For example, don't mention your fondness for swimming unless you want to work on the water.) o Don't use italics, underlining, shadows or other fancy treatments. Seven steps to a successful interview1. Anticipate -Put yourself in the interviewer's position. What do you believe the interviewer is most interested in? Why do you think you have been invited to interview?2. Research -What are the primary functions of the line of business? What are the success factors for the job? Is there a job description available?3. Assess -Think about your skills, abilities, knowledge, interests, traits, values and accomplishments. Match them to what you know about the job. Consider which ones you should highlight.4. Prepare Answers -Think about what the interviewer may ask, determine what the best answer is and write it down.5. Prepare Questions - Interviewing is a two-way street. By asking thoughtful questions, you communicate your interest and learn a lot about the job. Choose two or three questions to ask your interviewer. Avoid asking a lot of questions about vacation time or breaks.6. Practice - It may seem awkward, but it is the best way to come across well in an interview. Practice your own great responses with others or in front of a mirror until you appear relaxed and at ease.7. Follow-up - Send a brief follow-up letter to the interviewer. Keep in mind that the many job searchers will not send a follow-up letter. Sending one can become a competitive advantage. #J-18808-Ljbffr Recommended Skills Adaptability Capital Markets Coordinating Customer Relationship Management Finance Hardworking And Dedicated Apply to this job. Think you're the perfect candidate? Apply on company site $('.external-apply-email-saved').on('click', function (event) window.ExternalApply = window.open('/interstitial?jobdid=j3q13y5xwgwxdhd8r4w', 'ExternalApply-j3q13y5xwgwxdhd8r4w'); ); $(document).ready( function() $(#ads-desktop-placeholder).html(
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n Estimated Salary: $20 to $28 per hour based on qualifications.
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