Consumer Investments Financial Solutions Advisor - Los Angeles Region
Company: Bank of America
Location: Santa Monica
Posted on: June 19, 2022
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Job Description:
Consumer Investments Financial Solutions Advisor - Los Angeles
RegionLos Angeles, California;Malibu, California; El Monte,
California; Culver City, California; Fresno, California; La Canada
Flintridge, California; Fresno, California; Fresno, California;
Santa Monica, California; Tarzana, California; San Gabriel,
California; Fresno, California; Sherman Oaks, California; Fresno,
California; Sherman Oaks, California; Encino, California; Culver
City, California; Porterville, California; Culver City, California;
Studio City, California; Visalia, California; Montrose, California;
Santa Monica, California; Burbank, California; Fresno, California;
Hawthorne, California; La Verne, California; Glendale, California;
Clovis, California; Inglewood, California; Los Angeles, California;
Port Hueneme, California; West Los Angeles, California; Northridge,
California; Tulare, California; Oxnard, California; Selma,
California; Thousand Oaks, California; Visalia, California; Simi
Valley, California; Newbury Park, California; Westlake Village,
California; Santa Barbara, California; Goleta, California; Mission
Hills, California; Ventura, California; Northridge, California;
Santa Barbara, California; Thousand Oaks, California; Ojai,
California; Lake Arrowhead, California; Camarillo, California; Los
Angeles, California; Diamond Bar, California; Beverly Hills,
California; Los Angeles, California; Santa Maria, California;
Ventura, California; Los Angeles, California; Arroyo Grande,
California; Los Angeles, California; Simi Valley, California; Paso
Robles, California; Valley Village, California; Woodland Hills,
California; West Hollywood, California; Hacienda Heights,
California; Los Angeles, California; Thousand Oaks, California; Los
Angeles, California; West Hollywood, California; Beaumont,
California; West Covina, California; Los Angeles, California; Los
Angeles, California; Montebello, California; Rowland Heights,
California; Burbank, California; Bakersfield, California; Walnut,
California; North Hollywood, California; Hollywood, California; Los
Angeles, California; West Covina, California; Los Angeles,
California; Duarte, California; Los Angeles, California; Los
Angeles, California; Los Angeles, California; Granada Hills,
California; West Hollywood, California; Bakersfield, California;
Glendora, California; Los Angeles, California; Los Angeles,
California; Los Angeles, California; Bakersfield, California;
Beverly Hills, California; Beverly Hills, California; Pasadena,
California; City Of Industry, California; Arcadia, California;
North Hollywood, California; Santa Clarita, California;
Bakersfield, California; Woodland Hills, California; Monterey Park,
California; Burbank, California; Woodland Hills, California; El
Segundo, California; Glendale, California; San Luis Obispo,
California; Monterey Park, California; Temple City, California;
Pacific Palisades, California; Marina Del Rey, California; Simi
Valley, California; Alhambra, California; Rosemead, California;
Pasadena, California**Job Description:*********Please note that
this requisition contains multiple locations but there is not an
immediate opening for every location listed*******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 and become a **Financial Solutions Advisor** in one of over
4,000 locations nationwide. Our **award winning Academy** offers
training to go beyond portfolios and investment strategies. You'll
consider a client's entire, complex financial picture, and then
guide them with advice and solutions to help them live their best
financial lives.From day one, you will receive best-in-class
training from the award winning **Academy at Bank of America. Our**
**Advisor Development Program** delivers hands-on practice,
personalized coaching and dedicated classes for understanding the
Life Priorities and needs of your clients. Our program guides you
through a defined path to become the financial advisor you want to
be. From marketing yourself to managing your own practice, we'll
equip you with everything you need as you move through the stages
of development.The Financial Center Financial Solutions Advisor
role is a pivotal role for experienced advisors looking to grow in
a world-class organization. With demonstrated success, you have
**unlimited** **career growth** and the opportunity to advance in
many roles within Merrill Edge, Bank of America, Merrill Lynch and
U.S. Trust. The Academy will support you along the way with **In
Role Development,** **Mastery** and **Leadership**
**Development.**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 terminationWe'll help
you+ **Get training and one-on-one coaching** from Academy managers
who are invested in your success. You'll enroll in our Academy for
Consumer and Small Business to develop as an advisor; the potential
for growth is yours+ **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.+ **Get smart on core banking and investment
solutions.** Connect clients to all of the solutions we provide+
**Grow your network to eventually grow your business** . Leverage
our relationships with one out of two households in the U.S.
Starting at a financial center, you'll interact with banking
customers, small business owners and higher net worth clients
alike.+ **Build connections.** Work in the center of the financial
universe, tapping into a range of experts, from mortgage lenders to
investment analysts.+ **Continuously learn and grow,** with
on-going career development support and opportunities for
advancement with Bank of America, Merrill Lynch and U.S. Trust.+
**Achieve** additional professional designations such as Certified
Financial Planner (CFP) and/or Chartered Retirement Planning
Counselor (CRPC) or leverage approved tuition reimbursement to
further your educationAs a Financial Solutions Advisor, you can
look forward to+ Unlimited potential for financial growth+ A strong
referral network from across the business that will give you a
leg-up on client acquisition+ 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+ Leadership opportunities, from
leading client and conference seminars to mentoring junior
associatesYou're a person who (required skills)--- Currently holds
Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not
currently hold the 66 but have either a 63 or 65, an offer can be
extended with the condition that a passing score is received for
the missing series within 60 days.--- Has at least one year
experience in the investments industry, including investment
training and in-depth knowledge of investment products and
services.--- Has at least one year experience working in the
financial service industry and/or a sales environment where goals
were met or exceeded.--- Sets and accomplishes goals, achieving
whatever you put your mind to.--- Builds and nurtures strong
relationships.--- Collaborates effectively with others to get
things done.--- Communicates effectively and confidently and is
comfortable engaging all clients.--- Manages goals, navigates
complexity, prioritizes tasks and executes in a fast-paced
environment.--- Likes to learn, adapts to new information and seeks
the right solutions for clients.--- Efficiently manages your time
and capacity.--- Is thorough and thoughtful in incorporating
relevant regulatory due diligence into daily activities and
long-term strategies for clients.You'll be even more prepared if
you have+ Strong computer skills with an ability to multitask in a
demanding environment+ At least three years' experience working in
the financial service industry and/or a sales environment where
goals were met or exceeded.+ Achieved additional professional
designations such as Certified Financial Planner (CFP) and/or
Chartered Retirement Planning Counselor (CRPC).+ Obtained your
insurance licenses.We're a culture that+ Has a place for everyone
committed to doing the work. We provide 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+ Believes in
responsible growth and has a proven dedication to supporting the
communities we serve*******Please note that this requisition
contains multiple locations but there is not an immediate opening
for every location listed*********Job Band:**H5**Shift:**1st shift
(United States of America)**Hours Per Week:**40**Weekly
Schedule:**Monday-Friday Open availability required + some
Saturdays**Referral Bonus Amount:**0**Job
Description:*********Please note that this requisition contains
multiple locations but there is not an immediate opening for every
location listed*******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 and become a **Financial
Solutions Advisor** in one of over 4,000 locations nationwide. Our
**award winning Academy** offers training to go beyond portfolios
and investment strategies. You'll consider a client's entire,
complex financial picture, and then guide them with advice and
solutions to help them live their best financial lives.From day
one, you will receive best-in-class training from the award winning
**Academy at Bank of America. Our** **Advisor Development Program**
delivers hands-on practice, personalized coaching and dedicated
classes for understanding the Life Priorities and needs of your
clients. Our program guides you through a defined path to become
the financial advisor you want to be. From marketing yourself to
managing your own practice, we'll equip you with everything you
need as you move through the stages of development.The Financial
Center Financial Solutions Advisor role is a pivotal role for
experienced advisors looking to grow in a world-class organization.
With demonstrated success, you have **unlimited** **career growth**
and the opportunity to advance in many roles within Merrill Edge,
Bank of America, Merrill Lynch and U.S. Trust. The Academy will
support you along the way with **In Role Development,** **Mastery**
and **Leadership** **Development.**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 terminationWe'll help you+ **Get training and
one-on-one coaching** from Academy managers who are invested in
your success. You'll enroll in our Academy for Consumer and Small
Business to develop as an advisor; the potential for growth is
yours+ **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.+
**Get smart on core banking and investment solutions.** Connect
clients to all of the solutions we provide+ **Grow your network to
eventually grow your business** . Leverage our relationships with
one out of two households in the U.S. Starting at a financial
center, you'll interact with banking customers, small business
owners and higher net worth clients alike.+ **Build connections.**
Work in the center of the financial universe, tapping into a range
of experts, from mortgage lenders to investment analysts.+
**Continuously learn and grow,** with on-going career development
support and opportunities for advancement with Bank of America,
Merrill Lynch and U.S. Trust.+ **Achieve** additional professional
designations such as Certified Financial Planner (CFP) and/or
Chartered Retirement Planning Counselor (CRPC) or leverage approved
tuition reimbursement to further your educationAs a Financial
Solutions Advisor, you can look forward to+ Unlimited potential for
financial growth+ A strong referral network from across the
business that will give you a leg-up on client acquisition+ 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+ Leadership
opportunities, from leading client and conference seminars to
mentoring junior associatesYou're a person who (required skills)---
Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If
you do not currently hold the 66 but have either a 63 or 65, an
offer can be extended with the condition that a passing score is
received for the missing series within 60 days.--- Has at least one
year experience in the investments industry, including investment
training and in-depth knowledge of investment products and
services.--- Has at least one year experience working in the
financial service industry and/or a sales environment where goals
were met or exceeded.--- Sets and accomplishes goals, achieving
whatever you put your mind to.--- Builds and nurtures strong
relationships.--- Collaborates effectively with others to get
things done.--- Communicates effectively and confidently and is
comfortable engaging all clients.--- Manages goals, navigates
complexity, prioritizes tasks and executes in a fast-paced
environment.--- Likes to learn, adapts to new information and seeks
the right solutions for clients.--- Efficiently manages your time
and capacity.--- Is thorough and thoughtful in incorporating
relevant regulatory due diligence into daily activities and
long-term strategies for clients.You'll be even more prepared if
you have+ Strong computer skills with an ability to multitask in a
demanding environment+ At least three years' experience working in
the financial service industry and/or a sales environment where
goals were met or exceeded.+ Achieved additional professional
designations such as Certified Financial Planner (CFP) and/or
Chartered Retirement Planning Counselor (CRPC).+ Obtained your
insurance licenses.We're a culture that+ Has a place for everyone
committed to doing the work. We provide 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+ Believes in
responsible growth and has a proven dedication to supporting the
communities we serve*******Please note that this requisition
contains multiple locations but there is not an immediate opening
for every location listed*********Shift:**1st shift (United States
of America)**Hours Per Week:**40Learn more about this
roleTranscript?At Bank of America, I get to make a difference every
day.**On screen copy:**Merrill Financial Solutions
AdvisorDisclosure: Please see important information at the end of
this video.**On screen copy:**Advise clients on their investment
goals in order to pursue those goalsAs a Merrill Financial
Solutions 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.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.**On screen copy:**Accomplishing performance goals through
needs-based analysis and client follow-upA key part of my role is
accomplishing performance goals through consultative, needs-based
analysis and organized follow up with my clients.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.**On screen copy:**Team environmentIn 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.**On screen copy:**Regular meetings with your manager to
make your goals a realityI 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:**Trained by the award-winning
Academy at Bank of America2019 Brandon Hall Gold Award for "Best
Launch of a Corporate Learning University"As a Merrill Financial
Solutions Advisor, you will participate in the award-winning
Academy at Bank of America.From my first day to today, the Academy
has equipped me with all the knowledge, skills and resources I need
to be successful.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.**On screen
copy:**Learn more: bankofamerica.com/Careers**On screen copy:**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 aff
Keywords: Bank of America, Santa Monica , Consumer Investments Financial Solutions Advisor - Los Angeles Region, Accounting, Auditing , Santa Monica, California
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