Advisor Development Program - Financial Solutions Advisor Trainee: Tustin Collings Financial Center
Company: Disability Solutions
Location: Orange
Posted on: April 20, 2024
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Job Description:
Job Description:At Bank of America, we are guided by a common
purpose to help make financial lives better through the power of
every connection. Responsible Growth is how we run our company and
how we deliver for our clients, teammates, communities and
shareholders every day.One of the keys to driving Responsible
Growth is being a great place to work for our teammates around the
world. We're devoted to being a diverse and inclusive workplace for
everyone. We hire individuals with a broad range of backgrounds and
experiences and invest heavily in our teammates and their families
by offering competitive benefits to support their physical,
emotional, and financial well-being.Bank of America believes both
in the importance of working together and offering flexibility to
our employees. We use a multi-faceted approach for flexibility,
depending on the various roles in our organization.Working at Bank
of America will give you a great career with opportunities to
learn, grow and make an impact, along with the power to make a
difference. Join us!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. Were 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.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.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-do's
and long-term strategies for clients.--- Strong computer skills
with an ability to multitask in a demanding environment.--- 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.--- Experience assessing client needs,
identifying/recommending solutions, and building/managing client
relationships.Shift:1st shift (United States of America)Hours Per
Week: 40
Keywords: Disability Solutions, Newport Beach , Advisor Development Program - Financial Solutions Advisor Trainee: Tustin Collings Financial Center, Accounting, Auditing , Orange, California
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