Advisor Development Program - Financial Solutions Advisor Trainee: South Lake Tahoe Financial Center
Advisor Development Program - Financial Solutions Advisor Trainee:
South Lake Tahoe Financial Center page is loaded Advisor Development Program - Financial Solutions Advisor Trainee:
South Lake Tahoe Financial Center Apply locations South Lake Tahoe time type Full time posted on Posted 17 Days Ago job requisition id 24001298
Job Description:
At Bank of America, we're guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our industry-leading wealth management team at Bank of America and Merrill. We're looking for the next generation of financial advisors--those with a passion for people and drive to make clients' financial lives better. You'll advise and guide clients on how to achieve their financial goals. Additionally, you'll be equipped with the expertise to support them with personal investing tools and resources.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. As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time 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 ADP Financial Solutions Advisor Stage I, you will typically progress onto the next stage of ADP as a Merrill Financial Solutions Advisor (MFSA). In that role you will transition to a local Merrill Wealth Management office and continue to practice the skills you've learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will then have the opportunity to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor. 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. Required skills:
o Sets and accomplishes goals, achieving whatever you put your mind to.o Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients.o Communicates clearly and confidently with clients from all walks of life.o Works well with others and collaborates productively to get things done.o Can manage complexity, prioritize tasks and execute in a fast-paced environment.o Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.o Efficiently manages your time and capacity.o Is thorough and will incorporate relevant regulatory due diligence into daily to-do's and long-term strategies for clients.Desired skills:
o Strong computer skills with an ability to multitask in a demanding environment.o A bachelor's degree, or 1-2 years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.o Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships. Shift:
1st shift (United States of America)Hours Per Week:
40 About Us Bank of America is committed to help employees through the transition period when they're displaced as a result of a workforce reduction, realignment or similar measure. Please review the resume writing and interviewing tips provided below to help prepare you for your next career opportunity. Regardless of the position you are interested in, the starting points to building your resume are the same:
1. Determine the job or types of jobs you want to do and research their responsibilities and qualifications.2. Think about why you can do the job and make a list of your skills that are relative to the job.3. Identify experiences or accomplishments that show your proficiency in the skills required for the job.4. Summarize your abilities, accomplishments and skills into a brief, concise document. Considerations when writing a resumeo Do be brief. Resumes should be 1-2 pages in length.o Do be upbeat and active in your wording.o Do emphasize what you have done clearly and concretely.o Do be neat and well organized.o Do have others proofread and critique your resume. Spell check. Make it error free.o Do use high quality, white or light colored 8 x 11 paper. Use a laser printer if possible.o Don't be dishonest, always tell the truth about yourself in the most flattering light.o Don't include salary history or requirements.o Don't include references.o Don't include accomplishments that do not support your professional goals.o Don't include anything that isn't relevant. (For example, don't mention your fondness for swimming unless you want to work on the water.) o Don't use italics, underlining, shadows or other fancy treatments. Seven steps to a successful interview1. Anticipate -Put yourself in the interviewer's position. What do you believe the interviewer is most interested in? Why do you think you have been invited to interview?2. Research -What are the primary functions of the line of business? What are the success factors for the job? Is there a job description available?3. Assess -Think about your skills, abilities, knowledge, interests, traits, values and accomplishments. Match them to what you know about the job. Consider which ones you should highlight.4. Prepare Answers -Think about what the interviewer may ask, determine what the best answer is and write it down.5. Prepare Questions - Interviewing is a two-way street. By asking thoughtful questions, you communicate your interest and learn a lot about the job. Choose two or three questions to ask your interviewer. Avoid asking a lot of questions about vacation time or breaks.6. Practice - It may seem awkward, but it is the best way to come across well in an interview. Practice your own great responses with others or in front of a mirror until you appear relaxed and at ease.7. Follow-up - Send a brief follow-up letter to the interviewer. Keep in mind that the many job searchers will not send a follow-up letter. Sending one can become a competitive advantage. #J-18808-Ljbffr Recommended Skills Adaptability Coordinating Customer Relationship Management Finance Mortgage Loans Multitasking Apply to this job. Think you're the perfect candidate? Apply on company site $('.external-apply-email-saved').on('click', function (event) window.ExternalApply = window.open('/interstitial?jobdid=j3m7666mz9lc9k1d7r5', 'ExternalApply-j3m7666mz9lc9k1d7r5'); ); $(document).ready( function() $(#ads-desktop-placeholder).html(
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n Estimated Salary: $20 to $28 per hour based on qualifications.
South Lake Tahoe Financial Center page is loaded Advisor Development Program - Financial Solutions Advisor Trainee:
South Lake Tahoe Financial Center Apply locations South Lake Tahoe time type Full time posted on Posted 17 Days Ago job requisition id 24001298
Job Description:
At Bank of America, we're guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our industry-leading wealth management team at Bank of America and Merrill. We're looking for the next generation of financial advisors--those with a passion for people and drive to make clients' financial lives better. You'll advise and guide clients on how to achieve their financial goals. Additionally, you'll be equipped with the expertise to support them with personal investing tools and resources.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. As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time 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 ADP Financial Solutions Advisor Stage I, you will typically progress onto the next stage of ADP as a Merrill Financial Solutions Advisor (MFSA). In that role you will transition to a local Merrill Wealth Management office and continue to practice the skills you've learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will then have the opportunity to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor. 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. Required skills:
o Sets and accomplishes goals, achieving whatever you put your mind to.o Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients.o Communicates clearly and confidently with clients from all walks of life.o Works well with others and collaborates productively to get things done.o Can manage complexity, prioritize tasks and execute in a fast-paced environment.o Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.o Efficiently manages your time and capacity.o Is thorough and will incorporate relevant regulatory due diligence into daily to-do's and long-term strategies for clients.Desired skills:
o Strong computer skills with an ability to multitask in a demanding environment.o A bachelor's degree, or 1-2 years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.o Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships. Shift:
1st shift (United States of America)Hours Per Week:
40 About Us Bank of America is committed to help employees through the transition period when they're displaced as a result of a workforce reduction, realignment or similar measure. Please review the resume writing and interviewing tips provided below to help prepare you for your next career opportunity. Regardless of the position you are interested in, the starting points to building your resume are the same:
1. Determine the job or types of jobs you want to do and research their responsibilities and qualifications.2. Think about why you can do the job and make a list of your skills that are relative to the job.3. Identify experiences or accomplishments that show your proficiency in the skills required for the job.4. Summarize your abilities, accomplishments and skills into a brief, concise document. Considerations when writing a resumeo Do be brief. Resumes should be 1-2 pages in length.o Do be upbeat and active in your wording.o Do emphasize what you have done clearly and concretely.o Do be neat and well organized.o Do have others proofread and critique your resume. Spell check. Make it error free.o Do use high quality, white or light colored 8 x 11 paper. Use a laser printer if possible.o Don't be dishonest, always tell the truth about yourself in the most flattering light.o Don't include salary history or requirements.o Don't include references.o Don't include accomplishments that do not support your professional goals.o Don't include anything that isn't relevant. (For example, don't mention your fondness for swimming unless you want to work on the water.) o Don't use italics, underlining, shadows or other fancy treatments. Seven steps to a successful interview1. Anticipate -Put yourself in the interviewer's position. What do you believe the interviewer is most interested in? Why do you think you have been invited to interview?2. Research -What are the primary functions of the line of business? What are the success factors for the job? Is there a job description available?3. Assess -Think about your skills, abilities, knowledge, interests, traits, values and accomplishments. Match them to what you know about the job. Consider which ones you should highlight.4. Prepare Answers -Think about what the interviewer may ask, determine what the best answer is and write it down.5. Prepare Questions - Interviewing is a two-way street. By asking thoughtful questions, you communicate your interest and learn a lot about the job. Choose two or three questions to ask your interviewer. Avoid asking a lot of questions about vacation time or breaks.6. Practice - It may seem awkward, but it is the best way to come across well in an interview. Practice your own great responses with others or in front of a mirror until you appear relaxed and at ease.7. Follow-up - Send a brief follow-up letter to the interviewer. Keep in mind that the many job searchers will not send a follow-up letter. Sending one can become a competitive advantage. #J-18808-Ljbffr Recommended Skills Adaptability Coordinating Customer Relationship Management Finance Mortgage Loans Multitasking Apply to this job. Think you're the perfect candidate? Apply on company site $('.external-apply-email-saved').on('click', function (event) window.ExternalApply = window.open('/interstitial?jobdid=j3m7666mz9lc9k1d7r5', 'ExternalApply-j3m7666mz9lc9k1d7r5'); ); $(document).ready( function() $(#ads-desktop-placeholder).html(
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n Estimated Salary: $20 to $28 per hour based on qualifications.
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