Financial Solutions Advisor Stage I - Registration Candidate - Consumer Investment - Flemington[...]

Bank of America; Flemington (NJ); On-site; USD 60,000 - 80,000; Full time

Job summary

A leading financial institution seeks a Financial Solutions Advisor Stage I in Flemington, New Jersey. The role focuses on helping clients achieve their financial goals through expert guidance and relationship management while obtaining necessary financial licenses. Comprehensive training will be provided to ensure success in this key advisory role.

Benefits

Industry-leading benefits

Paid time off

Dedicated training and on-boarding programs

Qualifications

• Required to obtain Securities Industry Essentials (SIE) license within 30 days.
• Experience in cultivating client relationships.
• Demonstrates a results-driven mindset.

Responsibilities

• Manage client relationships and guide them with financial advice.
• Assist clients in obtaining necessary investment licenses.
• Provide comprehensive financial solutions tailored to client needs.

Skills

Customer and Client Focus

Client Solutions Advisory

Attention to Detail

Policies, Procedures, and Guidelines

Written Communications

Education

High School Diploma / GED

Bachelor’s degree

Job description

Financial Solutions Advisor Stage I - Registration Candidate - Consumer Investment - Flemington Church Street Financial Center

This job will be open and accepting applications for a minimum of seven days from the date it was posted.

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!

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 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 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 the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.

Required Qualifications:

Aptitude in obtaining required industry licenses.

Must be self-disciplined in managing time and capacity.

Experience in cultivating client relationships, accessing needs and recommending solutions.

Success creating strong peer relationships through effective communication and collaboration.

Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.

Learns and adapts to new technology or applications.

Desired Qualifications:

Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience

Skills:

• Customer and Client Focus

• Client Solutions Advisory

• Attention to Detail

• Policies, Procedures, and Guidelines

• Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Schedule:Monday-Friday, some Saturdays required.

[Bank of America logo shown periodically throughout]

At Bank of America, I get to make a difference every day.

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.

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 child’s 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.

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.

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.

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.

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.

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

While studying for Security Licenses, the Academy at Bank of America provides:

● Dedicated study time

while I obtained my Securities Industry Essentials, Series 7, and Series 66 licenses.

● Securities Industry Essentials

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.

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.

$28.85 - $33.65hourly pay, offers to be determined based on experience, education and skill set.

This role is compensated with a base salary and is not incentive eligible.

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

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