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Consumer Investments Financial Solutions Advisor- Greater LA, West Valley, San Gabriel Valley, Hollywood Hills, Desert Inland, Valleys, Westside, and Conejo Valley Areas

Company: Bank of America
Location: Rancho Cucamonga
Posted on: May 3, 2021

Job Description:

Consumer Investments Financial Solutions Advisor- Greater LA, West Valley, San Gabriel Valley, Hollywood Hills, Desert Inland, Valleys, Westside, and Conejo Valley AreasLos Angeles, California;Malibu, California; Fontana, California; El Monte, California; Riverside, California; Culver City, California; Corona, California; La Ca-ada Flintridge, California; Riverside, California; Santa Monica, California; Tarzana, California; San Gabriel, California; Sherman Oaks, California; Loma Linda, California; Sherman Oaks, California; Encino, California; Culver City, California; Culver City, California; Studio City, California; Montrose, California; Santa Monica, California; Burbank, California; Hawthorne, California; Alta Loma, California; La Verne, California; Glendale, California; Inglewood, California; Los Angeles, California; West Los Angeles, California; Northridge, California; Thousand Oaks, California; Upland, California; Simi Valley, California; Newbury Park, California; Westlake Village, California; Redlands, California; Riverside, California; Chino Hills, California; Mission Hills, California; Northridge, California; Thousand Oaks, California; Claremont, California; Upland, California; Lake Arrowhead, California; Los Angeles, California; Diamond Bar, California; Beverly Hills, California; Los Angeles, California; Rancho Cucamonga, California; Los Angeles, California; Moreno Valley, California; Los Angeles, California; Simi Valley, California; Chino Hills, 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; Chino, California; Palm Desert, California; Los Angeles, California; La Quinta, California; Montebello, California; Rowland Heights, California; Burbank, 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; Glendora, California; Rancho Mirage, California; Los Angeles, California; Los Angeles, California; Los Angeles, California; Beverly Hills, California; Beverly Hills, California; Pasadena, California; City Of Industry, California; Arcadia, California; North Hollywood, California; Victorville, California; Palm Springs, California; Palm Desert, California; Woodland Hills, California; Monterey Park, California; Burbank, California; Woodland Hills, California; El Segundo, California; Glendale, California; Eastvale, California; Rancho Cucamonga, California; Monterey Park, California; Temple City, California; Pacific Palisades, California; Marina Del Rey, California; Rancho Cucamonga, California; Simi Valley, California; Alhambra, California; Rosemead, California; Mira Loma, California; Pasadena, California**Job Description:**At Bank of America, were guided by a common purpose to help make financial lives better by connecting clients and communities to the resource 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 Lynch. Were looking for the next generation of financial advisorsthose with a passion for people and drive to make clients financial lives better. Going beyond portfolios and investment strategies, youll consider a clients 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 provide you with the necessary training and guidance through a defined path to become the financial advisor you want to be. From marketing yourself to managing your own practice, well equip you with everything you need as you move through the stages of development. The Financial Center Financial Solutions Advisor role is a pivotal entry point for experienced advisors looking to grow in a world-class organization. At this stage, youll fully immerse yourself in the financial lives of our clients, while building strong relationships across Bank of America. As your career grows, youll be exposed to new and exciting products, platforms and tools to help you serve your clients and deliver exceptional care.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.**Well help you** **Get training and one-on-one mentorship** from managers who are invested in your success. Youll enroll in our Academy for Consumer and Small Business to develop as an advisor; the potential for growth is yours! **Build connections to grow your network and business.** Leverage our relationships with one out of two U.S. households. Starting at a financial center, youll interact with banking clients, small business owners and higher net worth clients alike. Youll also tap into a range of experts, from mortgage lenders to investment analysts. **Provide end-to-end comprehensive advice.** Deliver clientreviews/presentationswith confidence, including reviews of financial goals, and recommend strategies to help clients achieve their financial goals. **Learn about the full suite of financial solutions.** Connect clients to all of the solutions we provide, including core Banking, Investment & Life Priority solutions, through Bank of America and Merrill Lynch to meet their financial needs.**As an advisor, you can look forward to** Unlimited potential for professional growth. A strong referral network from across the business to increase opportunities for client acquisition and provide access to partners who are specialists in their field. Robust marketing strategies to reach wider audiences with greater appeal. Ongoing professional development to deepen your skills and optimize your practice as the industry evolves. Leadership opportunities, including leading client and conference seminars and mentoring junior associates.**Youre a person who (required skills)** Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. 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.**Youll be better prepared if you have (desired skills)** Strong computer skills and the ability to multitask in a demanding environment. A bachelors degree, preferably in business-related field. 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.**Were a culture that** Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals. Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world. Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience. 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 is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.**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 childs 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, Im 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 UniversityAs 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.Im hoping to move into a leadership role in the future and I feel Ill be able to make this a reality, thanks to my manager and the people around me.And its 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 affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws.Investment products:Are Not FDIC InsuredAre Not Bank GuaranteedMay Lose ValueMerrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as MLPF or Merrill) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (BofA Corp.). MLPF is a registered broker-dealer, Member SIPC, and a wholly-owned subsidiary of BofA Corp.MLPF is a registered broker-dealer, Member SIPC and a wholly owned subsidiary of Bank of America Corporation. 2019 Bank of America Corporation. All rights reserved.Full timeJR-21020709Manages People: NoTravel: Yes, 25% of the timeManager:Talent Acquisition Contact:Referral Bonus:

Keywords: Bank of America, Rancho Cucamonga , Consumer Investments Financial Solutions Advisor- Greater LA, West Valley, San Gabriel Valley, Hollywood Hills, Desert Inland, Valleys, Westside, and Conejo Valley Areas, Other , Rancho Cucamonga, California

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