Job Details

Financial Solutions Advisor Development Program-Orange County Areas

Company name
Bank of America Corporation

Location
Anaheim, CA
6 hit(s)  

Profile

Job Description:

Few things impact people's lives as much as their finances. Make a difference where it counts by joining our industry-leading wealth management team at Bank of America and Merrill Lynch. We're looking for the next generation of financial advisors-those with a passion for people and drive to build a business that makes their financial lives better. Going 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.

The Advisor Development Program will help you get the necessary training and guidance along a defined path to become the financial advisor you want to be. From marketing yourself to managing a practice, we'll equip you with everything you need as you move through the stages of development. The Financial Advisor Stage I role is the first step. At this stage, you'll earn the required licenses, start building the relationships that can shape your career, and be exposed to the products, platforms, and tools you need to serve clients.

We'll help you

Get training and one-on-one mentorship

from managers who are invested in your success. You'll enroll in our Consumer Academy to develop as an advisor.

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.

Provide end-to-end comprehensive advice

. Deliver client reviews/presentations with confidence, including reviews of investment goals, and recommend wealth management strategies to help clients achieve their goals.

Get smart on core banking and investment solutions.

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

Obtain Series 7 & 66

(63 & 65 accepted, in lieu of 66) within 120 days-a requirement for the role.

As an advisor, you can look forward to

Unlimited potential for financial growth

A strong referral base 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 associates

You're the kind of person that

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 clear and confidently with customers 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

You'll be even more prepared if you have

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

We're a culture that

Has a place for everyone committed to 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

Shift:

1st shift (United States of America)

Hours Per Week:

40 Signup for an account

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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.

Provide end-to-end comprehensive advice . Deliver client reviews/presentations with confidence, including reviews of investment goals, and recommend wealth management strategies to help clients achieve their goals.

Get smart on core banking and investment solutions. Connect clients to all of the solutions we provide through Bank of America and Merrill Lynch to meet virtually all of their financial needs.

Obtain Series 7 & 66 (63 & 65 accepted, in lieu of 66) within 120 days-a requirement for the role.

As an advisor, you can look forward to

Unlimited potential for financial growth

A strong referral base 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 associates

You're the kind of person that

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 clear and confidently with customers 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

You'll be even more prepared if you have

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

We're a culture that

Has a place for everyone committed to 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

Shift:

1st shift (United States of America)

Hours Per Week:

40>

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Company Profile
Bank of America Corporation, through its subsidiaries, provides various banking and financial products and services for individual consumers, small and middle market businesses, institutional investors, corporations, and governments in the United States and internationally. The company’s Consumer & Business Banking segment offers traditional and money market savings accounts, CDs and IRAs, checking accounts, and investment accounts and products, as well as credit and debit cards; and lending related products and services, working capital management, and treasury solutions. This segment provides its products and services through operating 5,100 banking centers, 16,300 ATMs, call centers, and online and mobile banking platforms. Its Consumer Real Estate Services segment offers consumer real estate products comprising fixed and adjustable-rate first-lien mortgage loans for home purchase and refinancing needs, home equity lines of credit, and home equity loans. The company’s Global Wealth & Investment Management segment provides investment and brokerage, estate and financial planning, fiduciary portfolio management, cash and liability management, and specialty asset management services; and retirement and benefit plan, philanthropic management, and asset management services. Its Global Banking segment provides various commercial loans, leases, commitment facilities, trade finance, real estate and asset-based loans, and consumer loans; treasury management, foreign exchange, and short-term investing options; and debt and equity underwriting and distribution, and merger-related and other advisory services. The company’s Global Markets segment offers sales and trading services for securities and derivative products in primary and secondary markets; market-making, financing, securities clearing, settlement, and custody services to institutional investor clients; and risk management products. The company was founded in 1874 and is based in Charlotte, North Carolina.

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