Bank of America

Financial Solutions Advisor Registration Candidate- Gateway Cities Market- Bilingual Spanish Required

$28.85–$33.65/hrFull-time · Whittier, CA
✓ Verified live on the employer's own system · added 8 days ago
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Junior · 1+ yr exp

Requirements

Education: Bachelor's degree

Experience: 1+ year

Skills & tools

HiringSecuritiesInsurance LicenseRelationship ManagementCoachingSecurityCommunicationsBilingual

Benefits — mentioned in this posting

Health, dental & vision
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Full job description

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.

Schedule: Monday - Fridays and rotating Saturdays This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone-based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law.

- Currently holds FINRA Securities Industry Essentials (SIE) - Bachelor's degree and/or a minimum of one year of financial services industry or sales experience

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This posting was published by Bank of America on their own careers system and is shown here with a direct link to apply there. Employers: for corrections or removal, contact jobs@veritahire.com.