Financial Solutions Advisor Registration Candidate -Greater Philly Market

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Financial Solutions Advisor Registration Candidate -Greater Philly Market Philadelphia Pennsylvania Philadelphia Pennsylvania Additional locations Apply × To proceed with your application you must be at least 18 years of age.

Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position.

Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position.

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.

At Bank of America you can build a successful career with opportunities to learn grow and make an impact. Join us

Job Description

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include:

• Triage client leads • Make referrals to business partners based on client needs and asset thresholds • Meet with clients to review financial and investment goals and recommend products

Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position may be responsible for the provision of residential mortgage loans and as such is subject to SAFE Act registration requirements.

Pursuant to the SAFE Act requirements all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities

Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products such as stocks bonds mutual funds annuities and banking and money managed solutions

Recommends banking and investments strategies that align with client financial goals and needs

Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds

Mitigates and controls risk as part of daily activities

Identifies and engages potential new clients through referrals or financial center clientele

Required Qualifications

Aptitude in obtaining required industry licenses

Must be self-disciplined in managing time and capacity

Experience in cultivating client relationships assessing needs and recommending solutions

Success creating strong peer relationships through effective communication and collaboration

Demonstrates a results-driven mindset while prioritizing clients interest in a complex fast-paced environment

Executes multiple tasks simultaneously

Learns and adapts to new technology or applications

Desired Qualifications

Currently holds FINRA Securities Industry Essentials Series 7 and Series 66 licenses

Bachelors degree and/or a minimum of one year of financial services industry or sales experience

Skills

Client Experience

Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer and Client Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Minimum Education Requirement

High School Diploma GED Secondary School or equivalent

Shift

1st shift

United States of America

Hours Per Week

40

Learn more about this role

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Music in background throughout

Bank of America logo shown periodically throughout

At Bank of America I get to make a difference every day. On screen copy Advisor Training Programs On screen disclosure Please see important information at the end of this video. As an 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. On screen copy Advise clients on their investment goals in order to 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 childs college education. I match my knowledge of financial markets and investment products with clients individual investment needs. A key part of my role is accomplishing performance goals through consultative needs-based analysis and organized follow-up with my clients. On screen copy Accomplishing performance goals through needs-based analysis and client follow-up

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. In my last job I worked mostly on my own. Here I get to work in a team environment every day. On screen copy Team environment I even get some of my best referrals from my teammates. And since I work with people in so many different departments Im able to build connections and learn more about other roles. Everyone here is really supportive of your career growth. I 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 Regular meetings with your manager to make your goals a reality

As an Advisor you will participate in the award-winning Academy at Bank of America. On screen copy Trained by the award-winning Academy at Bank of America Brandon Hall Gold Award for Learning and Development

From my first day to today the Academy has equipped me with all the resources I needed to be successful in acquiring my Security Licenses. I was provided with dedicated study time training and support On screen copy While studying for Security Licenses the Academy at Bank of America provides

Dedicated study time Training Support while I obtained my Securities Industry Essentials Series 7 and Series 66 licenses. On screen copy Securities Industry Essentials Series 7 Series 66

I hope to move into a leadership role in the future and I feel Ill be able to make this a reality thanks to my manager and the people around me. And its 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 Bank of America logo Learn more bankofamerica.comCareers On screen disclosures 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. Merrill Lynch Pierce Fenner & Smith Incorporated also referred to as MLPF&S" 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&S is a registered broker-dealer registered investment adviser Member SIPC and a wholly owned subsidiary of BofA Corp. Investment products Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value

2024 Bank of America Corporation. All rights reserved. End of transcript