LeesburgRecruiter Since 2001
the smart solution for Leesburg jobs

Merrill Edge Financial Solutions Advisor Development Program

Company: Bank of America
Location: Leesburg
Posted on: August 13, 2019

Job Description:

Job Description:

At Bank of America, were 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 Advisorsthose 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 Americas 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 clients 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 Americas core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development

Once 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 youve 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.

Well 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, youll interact with banking customers, small business owners and higher net worth clients alike. Youll 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.

Were 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-dos and long-term strategies for clients.

Desired skills:

--- Strong computer skills with an ability to multitask in a demanding environment.

--- A bachelors 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: Bank of America, Leesburg , Merrill Edge Financial Solutions Advisor Development Program , Accounting, Auditing , Leesburg, Virginia

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Accounting, Auditing Jobs


Personal Financial Advisor
Description: With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated (more...)
Company: Fidelity Investments
Location: Vienna
Posted on: 08/23/2019

Manager, Budget Financial Planning
Description: Portfolio Maintenance Manager Under the
Company: The Community Builders
Location: Columbia
Posted on: 08/23/2019

Personal Financial Consultant
Description: With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated (more...)
Company: Fidelity Investments
Location: Vienna
Posted on: 08/23/2019


WORK AT HOME - Inpatient and Outpatient Coding Compliance Auditor
Description: The Inpatient and Outpatient Coding Compliance Auditor will provide expert auditing services across various hospitals for Inpatient and all Outpatient services. Review documentation and related coding (more...)
Company: Mommy Jobs Online
Location: Owings Mills
Posted on: 08/23/2019

Drive with Lyft - Set your own hours and cash out when you want.
Description: What is Lyft br Lyft matches drivers with passengers who request rides through the Lyft smartphone app. Signing up to br be a Lyft driver is the perfect opportunity for you to set your own schedule (more...)
Company: Lyft
Location: Spencerville
Posted on: 08/23/2019

Financial Center Lending Officer
Description: Job Description: br br At Bank of America, we handle the finances of over 67 million client relationships every day, including helping them save, borrow and invest for today and for their future. (more...)
Company: Bank of America
Location: Annandale
Posted on: 08/23/2019

Subject Matter Specialist - Military Audit / Audit Readiness Washington 2103717
Description: Our client located in Washington DC is currently looking for a Subject Matter Specialist with previous Audit/Audit Readiness experience. Excellent Project Management skills
Company: NetHire
Location: Columbia
Posted on: 08/23/2019

Illicit Finance Analyst - TS/SCI req'd with poly with Security Clearance
Description: Description Job Requisition: Illicit Finance Analyst - TS/SCI req'd with poly Job Description: All-source intelligence analyst to provide support and author finished products to a U.S. Intelligence Community (more...)
Company: Leidos
Location: Washington
Posted on: 08/23/2019

Preset Appointments! Financial Sales! Big Bucks!
Description: We do NOT merely save small business owners money on their merchant credit card processing fees.
Company: Colorado Protection, LLC - zipCCfees
Location: Glen Burnie
Posted on: 08/23/2019

Preset Appointments! Financial Sales! Big Bucks!
Description: We do NOT merely save small business owners money on their merchant credit card processing fees.
Company: Colorado Protection, LLC - zipCCfees
Location: Severn
Posted on: 08/23/2019

Log In or Create An Account

Get the latest Virginia jobs by following @recnetVA on Twitter!

Leesburg RSS job feeds