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Job Description:
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:
• 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.
Desired skills:
• 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:
40Official account of Jobstore.
Job Description:
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. From day one, you will receive training from our-award winning Academy at Bank of America, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. The Academy offers a defined path to becoming an advisor through a multi-stage training program, one that provides you with the necessary experience and skills to succeed in your role and throughout your career journey.
As a Financial Solutions Advisor within centralized segment of the Advisor Development Program, your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes 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. You will then join the centralized team as a Financial Solutions Advisor. The Financial Solutions Advisors on the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSAs demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual client's investment needs. Additionally, they align Merrill and Bank of America products and services where appropriate. We will equip you with everything you need as you move through the stages of development and move into the Merrill Financial Advisor role.
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.
During this stage of your journey, you will receive the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Once you have honed your skills and demonstrated success as a FSA, you typically will progress into the next stage of training and development as a Merrill Financial Solutions Advisor. This role within the Advisor Development Program provides the opportunity to pursue a career within Merrill Wealth Management.
The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.
We’ll help you
As an Advisor Development Program Financial Solutions Advisor in the centralized segment you can look forward to
You’re the kind of person that (required skills)
You’ll be even more prepared if you have (desired skills)
We’re a culture that
Shift:
1st shift (United States of America)Hours Per Week:
40Official account of Jobstore.
Job Description:
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. From day one, you will receive training from our-award winning Academy at Bank of America, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. The Academy offers a defined path to becoming an advisor through a multi-stage training program, one that provides you with the necessary experience and skills to succeed in your role and throughout your career journey.
As a Financial Solutions Advisor within centralized segment of the Advisor Development Program, your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes 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. You will then join the centralized team as a Financial Solutions Advisor. The Financial Solutions Advisors on the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSAs demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual client's investment needs. Additionally, they align Merrill and Bank of America products and services where appropriate. We will equip you with everything you need as you move through the stages of development and move into the Merrill Financial Advisor role.
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.
During this stage of your journey, you will receive the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Once you have honed your skills and demonstrated success as a FSA, you typically will progress into the next stage of training and development as a Merrill Financial Solutions Advisor. This role within the Advisor Development Program provides the opportunity to pursue a career within Merrill Wealth Management.
The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.
We’ll help you
As an Advisor Development Program Financial Solutions Advisor in the centralized segment you can look forward to
You’re the kind of person that (required skills)
You’ll be even more prepared if you have (desired skills)
We’re a culture that
Shift:
1st shift (United States of America)Hours Per Week:
40Official account of Jobstore.
Job Description:
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. From day one, you will receive training from our-award winning Academy at Bank of America, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. The Academy offers a defined path to becoming an advisor through a multi-stage training program, one that provides you with the necessary experience and skills to succeed in your role and throughout your career journey.
As a Financial Solutions Advisor within centralized segment of the Advisor Development Program, your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes 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. You will then join the centralized team as a Financial Solutions Advisor. The Financial Solutions Advisors on the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSAs demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual client's investment needs. Additionally, they align Merrill and Bank of America products and services where appropriate. We will equip you with everything you need as you move through the stages of development and move into the Merrill Financial Advisor role.
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.
During this stage of your journey, you will receive the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Once you have honed your skills and demonstrated success as a FSA, you typically will progress into the next stage of training and development as a Merrill Financial Solutions Advisor. This role within the Advisor Development Program provides the opportunity to pursue a career within Merrill Wealth Management.
The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.
We’ll help you
As an Advisor Development Program Financial Solutions Advisor in the centralized segment you can look forward to
You’re the kind of person that (required skills)
You’ll be even more prepared if you have (desired skills)
We’re a culture that
Shift:
1st shift (United States of America)Hours Per Week:
40Official account of Jobstore.
Job Description:
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. From day one, you will receive training from our-award winning Academy at Bank of America, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. The Academy offers a defined path to becoming an advisor through a multi-stage training program, one that provides you with the necessary experience and skills to succeed in your role and throughout your career journey.
As a Financial Solutions Advisor within centralized segment of the Advisor Development Program, your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes 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. You will then join the centralized team as a Financial Solutions Advisor. The Financial Solutions Advisors on the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSAs demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual client's investment needs. Additionally, they align Merrill and Bank of America products and services where appropriate. We will equip you with everything you need as you move through the stages of development and move into the Merrill Financial Advisor role.
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.
During this stage of your journey, you will receive the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Once you have honed your skills and demonstrated success as a FSA, you typically will progress into the next stage of training and development as a Merrill Financial Solutions Advisor. This role within the Advisor Development Program provides the opportunity to pursue a career within Merrill Wealth Management.
The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.
We’ll help you
As an Advisor Development Program Financial Solutions Advisor in the centralized segment you can look forward to
You’re the kind of person that (required skills)
You’ll be even more prepared if you have (desired skills)
We’re a culture that
Shift:
1st shift (United States of America)Hours Per Week:
40Official account of Jobstore.
Job Description:
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. From day one, you will receive training from our-award winning Academy at Bank of America, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. The Academy offers a defined path to becoming an advisor through a multi-stage training program, one that provides you with the necessary experience and skills to succeed in your role and throughout your career journey.
As a Financial Solutions Advisor within centralized segment of the Advisor Development Program, your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes 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. You will then join the centralized team as a Financial Solutions Advisor. The Financial Solutions Advisors on the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSAs demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual client's investment needs. Additionally, they align Merrill and Bank of America products and services where appropriate. We will equip you with everything you need as you move through the stages of development and move into the Merrill Financial Advisor role.
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.
During this stage of your journey, you will receive the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Once you have honed your skills and demonstrated success as a FSA, you typically will progress into the next stage of training and development as a Merrill Financial Solutions Advisor. This role within the Advisor Development Program provides the opportunity to pursue a career within Merrill Wealth Management.
The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.
We’ll help you
As an Advisor Development Program Financial Solutions Advisor in the centralized segment you can look forward to
You’re the kind of person that (required skills)
You’ll be even more prepared if you have (desired skills)
We’re a culture that
Shift:
1st shift (United States of America)Hours Per Week:
40Official account of Jobstore.
Job Description:
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. From day one, you will receive training from our-award winning Academy at Bank of America, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. The Academy offers a defined path to becoming an advisor through a multi-stage training program, one that provides you with the necessary experience and skills to succeed in your role and throughout your career journey.
As a Financial Solutions Advisor within centralized segment of the Advisor Development Program, your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes 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. You will then join the centralized team as a Financial Solutions Advisor. The Financial Solutions Advisors on the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSAs demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual client's investment needs. Additionally, they align Merrill and Bank of America products and services where appropriate. We will equip you with everything you need as you move through the stages of development and move into the Merrill Financial Advisor role.
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.
During this stage of your journey, you will receive the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Once you have honed your skills and demonstrated success as a FSA, you typically will progress into the next stage of training and development as a Merrill Financial Solutions Advisor. This role within the Advisor Development Program provides the opportunity to pursue a career within Merrill Wealth Management.
The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.
We’ll help you
As an Advisor Development Program Financial Solutions Advisor in the centralized segment you can look forward to
You’re the kind of person that (required skills)
You’ll be even more prepared if you have (desired skills)
We’re a culture that
Shift:
1st shift (United States of America)Hours Per Week:
40Official account of Jobstore.
Job Description:
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:
• 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.
Desired skills:
• 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:
40Official account of Jobstore.
Job Description:
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. From day one, you will receive training from our-award winning Academy at Bank of America, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. The Academy offers a defined path to becoming an advisor through a multi-stage training program, one that provides you with the necessary experience and skills to succeed in your role and throughout your career journey.
As a Financial Solutions Advisor within centralized segment of the Advisor Development Program, your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes 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. You will then join the centralized team as a Financial Solutions Advisor. The Financial Solutions Advisors on the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSAs demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual client's investment needs. Additionally, they align Merrill and Bank of America products and services where appropriate. We will equip you with everything you need as you move through the stages of development and move into the Merrill Financial Advisor role.
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.
During this stage of your journey, you will receive the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Once you have honed your skills and demonstrated success as a FSA, you typically will progress into the next stage of training and development as a Merrill Financial Solutions Advisor. This role within the Advisor Development Program provides the opportunity to pursue a career within Merrill Wealth Management.
The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.
We’ll help you
As an Advisor Development Program Financial Solutions Advisor in the centralized segment you can look forward to
You’re the kind of person that (required skills)
You’ll be even more prepared if you have (desired skills)
We’re a culture that
Shift:
1st shift (United States of America)Hours Per Week:
40Official account of Jobstore.
Job Summary:
Advanced subject matter expert in emerging infectious diseases (EID) and public health emergencies (PHE), such as COVID-19, rabies, anthrax, monkeypox, lassa fever, ebola, etc. and mainstreaming gender, capacity strengthening, research, and social and behavior change (SBC), within such programming. The Technical Advisor II will oversee the subject matter aspects of a project, related to EID/PHEs. The Technical Advisor II will provide technical assistance and direction to other professional staff members and oversee the technical and operational aspects of the project’s work in EID/PHEs across multiple countries, partners, and/or regions. Supervises technical staff members ensuring that activities are on track with work plans and provides technical expertise to inform project implementation and strategic direction to ensure a multi-sectoral approach to increase capacity to prevent, detect, and respond to EID/PHEs in a rapid and efficient manner. Supports or leads the development of proposals for local and regional initiatives. Prepares project and donor reports and drafts publications and external communications in support of technical area(s). Leads the development / revision of best practice documents. Monitors budgets. May be required to coordinate and work with a diverse group of organizations, such as the Ministry of Health (MOH), Ministry of Agriculture (MOA), the Center for Disease Control (CDC), district health staff, international and national development partner organizations, and the USAID (US Agency for International Development) mission to complete work.
Works on problems of complex scope that require evaluation of variable factors.
Demonstrates good judgment in selecting methods, techniques, and evaluation criteria for obtaining solutions, with little supervision.
Networks with key internal and external personnel.
Decisions may cause delays or failure to achieve results that impact departmental goals.
Provides input to senior technical leadership on national guidelines and normative policies for subject matter areas of expertise, as well as technical products, research, strategies, and tools focused on EID/PHE.
Interprets technical findings and makes recommendations for improvements.
Performs other duties as assigned.
Leads the creation of technical portions of the project plan of a complex project or multiple projects, within the given resource and financial constraints.
Oversees all technical and operational activities in a large project across multiple countries and regions in respective technical area(s).
Coordinates with technical and programmatic staff members to ensure that activities are performed as per award requirements and consistent with FHI 360 policy.
Works with Enterprise Services to prepare contracts and budgets.
Defines and leads collaborative efforts to develop solutions for major business, technical, or functional challenges.
Supports the development of technical monitoring and evaluation plans and research within respective technical area(s) of focus, including indicators, narratives, formative and baseline studies, etc.
Contributes to (or leads, as appropriate) planning and making recommendations for department / program / project concept, operations, and / or implementation.
Develops strategies, training content, and tools for the design and implementation of specific technical components.
Ensures technical implementation is consistent with best practices in their respective area/sector and meet funder contractual obligations, directing other professional staff members.
Oversees technical and activities, across countries and/or regions in focal technical area(s).
Coordinates with technical and programmatic staff members to ensure that activities are performed as per award requirements and consistent with policy.
Oversees staff and partner members’ assignments.
Develops and maintains relationships with potential clients / funders, partners, peers, etc. to develop new business and expansion in their technical area(s).
Leads proposal research and design in their respective technical area(s).
Leads developing proposal strategies in their respective technical area(s).
Prepare proposals, budgets, and work plans.
Participate in business development meetings with partners/clients and provides technical input in their respective technical area(s).
Continually maintains a dialogue and technical exchange with field counterparts and technical staff members of implementing partners.
Drafts sub awards and partner agreements.
Assists in managing client relations.
May supervise team members, monitor performance, and lead professional development efforts.
Develops and implements training and competency systems in technical area(s).
Identifies strategies to address training gaps.
Reviews and contributes to technical reports.
Prepares and delivers presentations to sponsors on progress, as directed.
Supports the development of project work plans and coordinates with sponsors and partners on activities in their respective area(s).
Ensures technical deliverables and implementation are consistent with best practices in the industry / subject and meet client / funder contractual obligations for moderately complex technical units of a functional domain, directing other professional staff members in their respective technical area(s).
Proactively identifies risks or challenges to technical deliverables and creates mitigation plan.
Reviews, analyzes, and evaluates the effectiveness of projects/activities and makes recommendations for enhancements.
Ensures the quality of implemented technical activities and systems at all levels in their respective technical area(s).
Ability to manage projects, set realistic priorities, and plan for the successful implementation of activities collaboratively across technical areas.
In-depth functional knowledge around specialization of EID/PHEs, inclusive of mainstreaming gender, capacity strengthening, research, and SBC within programming.
General understanding of the external environment and how it affects development organizations, including political, legal, environmental, financial, and social influences.
Experience coordinating various stakeholders and actors at different levels within a country and/or country and regional forum, both regularly and in a rapid manner to support prevention and surveillance, and effectively respond to outbreaks. During outbreaks, ensures strong coordination and local oversight processes to support country governments and respective agencies. Strong diagnostic, analytical and problem-solving skills.
Ability to exchange information, present recommendations and collaborate with colleagues and peers within the organization and possibly externally.
Ability to influence others of the benefits/importance of an idea or plan of action and to gain their support or commitment.
Strong negotiation skills and ability to reach mutual points of agreement and benefit among peers, colleagues, and partner organizations and stakeholders.
Is sought out to provide advice or solutions around technical area(s) of expertise.
Is informed about current developments around technical area(s) of expertise.
Works under broad direction with considerable latitude for independent action.
Problems encountered are complex and may involve unprecedented circumstances; resolution requires investigation, analysis, and review of professional/organizational standards.
May supervise junior level staff members.
Work is reviewed in terms of meeting the organization’s objectives and schedules.
Accomplishes results through managers or senior members of a team.
Manages a technical area staff and function area within the organization.
Plays a coaching and mentoring role for others; may assist in team management as necessary, although has no formal people management responsibility.
Typically reports to a Director.
Master’s Degree or its International Equivalent in Knowledge/Information Services, Communications, Medicine, Veterinarian, Education, Environment, Health, Behavioral, Life/Social Sciences International Development, Human Development or Related Field.
Project Management (PM) Certification preferred.
Typically requires 12+ years of relevant experience in designing and evaluating applicable programs/services – may manage activities of lower-level staff, however, main function is individual contributor.
Experience leading a multi-country portfolio in respective technical area(s).
Documented participation on normative bodies or committees that define guidelines relevant to the specific technical area.
Relevant publications, presentations, reports, and manual/tool development.
Experience leading business development efforts in the technical area(s).
Years of work experience that demonstrates sensitivity to and understanding in the technical areas.
Prior work experience in a non-governmental organization (NGO), government agency, international organization (World Health Organization (WHO), the Food and Agriculture Organization (FAO), private organization, or working with other donor programs working on One Health, Infectious diseases, etc.
International or Domestic (US) Program Development or Program management preferred.
Typical office environment.
Ability to spend long hours looking at computer screen and doing repetitive work on a keyboard.
Ability to sit and stand for extended periods of time.
Ability to lift/move up to 5 lbs.
Personal Computer/Laptop, Microsoft applications (i.e., Office 365, SharePoint, Skype/Zoom/Teams), cell phone/mobile technology, and standard office equipment.
10% - 25%
The expected hiring salary range for this role is listed below. FHI 360 pay ranges represent national averages that vary by geographic location. When determining an offer amount, FHI 360 factors in multiple considerations, including but not limited to: relevant years of experience and education possessed by the applicant, internal equity, business sector, and budget.
Base salary is only one component of our offer. FHI 360 contributes 12% of monthly base pay to a money purchase pension plan account. Additionally, all US based staff working full-time, which is calculated at 40 hours/week, receive 18 days of paid vacation per year, 12 sick days per year, and 11 holidays per year. Paid time off is reduced pro rata for employees working less than a full-time schedule.
Hiring Salary Range: $70,000 - $160,000
This job posting summarizes the main duties of the job. It neither prescribes nor restricts the exact tasks that may be assigned to carry out these duties. This document should not be construed in any way to represent a contract of employment. Management reserves the right to review and revise this document at any time.
FHI 360 is an equal opportunity and affirmative action employer whereby we do not engage in practices that discriminate against any person employed or seeking employment based on race, color, religion, sex, sexual orientation, gender identity, national or ethnic origin, age, marital status, physical or mental disability, protected Veteran status, or any other characteristic protected under applicable law.
Our values and commitments to safeguarding: FHI 360 is committed to preventing any type of abuse, exploitation and harassment in our work environments and programs, including sexual abuse, exploitation and harassment. FHI 360 takes steps to safeguard the welfare of everyone who engages with our organization and programs and requires that all personnel, including staff members and volunteers, share this commitment and sign our code of conduct. All offers of employment will be subject to appropriate screening checks, including reference, criminal record and terrorism finance checks. FHI 360 also participates in the Inter-Agency Misconduct Disclosure Scheme (MDS), facilitated by the Steering Committee for Humanitarian Response. In line with the MDS, we will request information from job applicants’ previous employers about any substantiated findings of sexual abuse, exploitation and/or harassment during the applicant’s tenure with previous employers. By applying, job applicants confirm their understanding of these recruitment procedures and consent to these screening checks.
FHI 360 will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws.
FHI 360 will never ask you for your career site username or password, and we will never request money, goods or services during the application, recruitment or employment process. If you have questions or concerns about correspondence from us, please email CareerCenterSupport@fhi360.org.
FHI 360 fosters the strength and health of its workforce through a competitive benefits package, professional development and policies and programs that support a healthy work/life balance. Join our global workforce to make a positive difference for others — and yourself.
Please click here to continue searching FHI 360's Career Portal.
Official account of Jobstore.
Job Summary:
Advanced subject matter expert in malaria, as well as gender, capacity strengthening, program implementation and research, and social and behavior change (SBC). The Technical Advisor II will oversee the subject matter aspects of a project, related to malaria. The Technical Advisor II will provide technical assistance and direction to other professional staff members and oversee the technical and operational aspects of the project’s malaria work across multiple countries, partners, and/or regions. Supervises technical staff members ensuring that malaria activities are on track with work plans and provides technical expertise to inform project implementation and strategic direction. Supports or leads the development of proposals for local and regional initiatives. Prepares project and donor reports and drafts publications and external communications in support of technical area(s). Leads the development / revision of best practice documents. Monitors budgets. May be required to coordinate and work with a diverse group of organizations, such as the Ministry of Health and Social Welfare (MOHSW), district health staff, international and national development partner organizations, and the USAID (US Agency for International Development) mission to complete work.
Works on problems of complex scope that require evaluation of variable factors.
Demonstrates good judgment in selecting methods, techniques, and evaluation criteria for obtaining solutions, with little supervision.
Networks with key internal and external personnel.
Decisions may cause delays or failure to achieve results that impact departmental goals.
Provides input to senior technical leadership on national guidelines and normative policies for subject matter areas of expertise, as well as technical products, research, and tools focused on malaria.
Interprets technical findings and makes recommendations for improvements.
Performs other duties as assigned.
Leads the creation of technical portions of the project plan of a complex project or multiple projects, within the given resource and financial constraints.
Oversees all technical and operational activities in a large project across multiple countries and regions in respective technical area(s).
Coordinates with technical and programmatic staff members to ensure that activities are performed as per award requirements and consistent with FHI 360 policy.
Works with Enterprise Services to prepare contracts and budgets.
Defines and leads collaborative efforts to develop solutions for major business, technical, or functional challenges.
Supports the development of technical monitoring and evaluation plans and research within respective technical area(s) of focus, including indicators, narratives, formative and baseline studies, etc.
Contributes to (or leads, as appropriate) planning and making recommendations for department / program / project concept, operations, and / or implementation.
Develops strategies, training content, and tools for the design and implementation of specific technical components.
Ensures technical implementation is consistent with best practices in their respective area/sector and meet funder contractual obligations, directing other professional staff members.
Oversees technical and activities, across countries and/or regions in focal technical area(s).
Coordinates with technical and programmatic staff members to ensure that activities are performed as per award requirements and consistent with policy.
Oversees staff and partner members’ assignments.
Develops and maintains relationships with potential clients / funders, partners, peers, etc. to develop new business and expansion in their technical area(s).
Leads proposal research and design in their respective technical area(s).
Leads developing proposal strategies in their respective technical area(s).
Prepare proposals, budgets, and work plans.
Participate in business development meetings with partners/clients and provides technical input in their respective technical area(s).
Continually maintains a dialogue and technical exchange with field counterparts and technical staff members of implementing partners.
Drafts sub awards and partner agreements.
Assists in managing client relations.
May supervise team members, monitor performance, and lead professional development efforts.
Develops and implements training and competency systems in technical area(s).
Identifies strategies to address training gaps.
Reviews and contributes to technical reports.
Prepares and delivers presentations to sponsors on progress, as directed.
Supports the development of project work plans and coordinates with sponsors and partners on activities in their respective area(s).
Ensures technical deliverables and implementation are consistent with best practices in the industry / subject and meet client / funder contractual obligations for moderately complex technical units of a functional domain, directing other professional staff members in their respective technical area(s).
Proactively identifies risks or challenges to technical deliverables and creates mitigation plan.
Reviews, analyzes, and evaluates the effectiveness of projects/activities and makes recommendations for enhancements.
Ensures the quality of implemented technical activities and systems at all levels in their respective technical area(s).
Ability to manage projects, set realistic priorities, and plan for the successful implementation of activities collaboratively across technical areas.
In-depth functional knowledge around specialization in malaria, as well as gender, capacity strengthening, program implementation and research, and SBC.
General understanding of the external environment and how it affects development organizations, including political, legal, environmental, financial, and social influences.
Strong diagnostic, analytical and problem-solving skills.
Ability to exchange information, present recommendations and collaborate with colleagues and peers within the organization and possibly externally.
Ability to influence others of the benefits/importance of an idea or plan of action and to gain their support or commitment.
Strong negotiation skills and ability to reach mutual points of agreement and benefit among peers, colleagues, and partner organizations and stakeholders.
Is sought out to provide advice or solutions around technical area(s) of expertise.
Is informed about current developments around technical area(s) of expertise.
Works under broad direction with considerable latitude for independent action.
Problems encountered are complex and may involve unprecedented circumstances; resolution requires investigation, analysis, and review of professional/organizational standards.
May supervise junior level staff members.
Work is reviewed in terms of meeting the organization’s objectives and schedules.
Accomplishes results through managers or senior members of a team.
Manages a technical area staff and function area within the organization.
Plays a coaching and mentoring role for others; may assist in team management as necessary, although has no formal people management responsibility.
Typically reports to a Director.
Master’s Degree or its International Equivalent in Knowledge/Information Services, Communications, Medicine, Education, Environment, Health, Behavioral, Life/Social Sciences International Development, Human Development or Related Field.
Project Management (PM) Certification preferred.
Typically requires 12+ years of relevant experience in designing and evaluating applicable programs/services – may manage activities of lower-level staff, however, main function is individual contributor.
Experience leading a multi-country portfolio in respective technical area(s).
Documented participation on normative bodies or committees that define guidelines relevant to the specific technical area.
Relevant publications, presentations, reports, and manual/tool development.
Experience leading business development efforts in the technical area(s).
Years of work experience that demonstrates sensitivity to and understanding in the technical areas.
Prior work experience in a non-governmental organization (NGO), government agency, or private organization.
International or Domestic (US) Program Development or Program management preferred.
Typical office environment.
Ability to spend long hours looking at computer screen and doing repetitive work on a keyboard.
Ability to sit and stand for extended periods of time.
Ability to lift/move up to 5 lbs.
Personal Computer/Laptop, Microsoft applications (i.e., Office 365, SharePoint, Skype/Zoom/Teams), cell phone/mobile technology, and standard office equipment.
10% - 25%
The expected hiring salary range for this role is listed below. FHI 360 pay ranges represent national averages that vary by geographic location. When determining an offer amount, FHI 360 factors in multiple considerations, including but not limited to: relevant years of experience and education possessed by the applicant, internal equity, business sector, and budget.
Base salary is only one component of our offer. FHI 360 contributes 12% of monthly base pay to a money purchase pension plan account. Additionally, all US based staff working full-time, which is calculated at 40 hours/week, receive 18 days of paid vacation per year, 12 sick days per year, and 11 holidays per year. Paid time off is reduced pro rata for employees working less than a full-time schedule.
Hiring Salary Range: $70,000 - $160,000
This job posting summarizes the main duties of the job. It neither prescribes nor restricts the exact tasks that may be assigned to carry out these duties. This document should not be construed in any way to represent a contract of employment. Management reserves the right to review and revise this document at any time.
FHI 360 is an equal opportunity and affirmative action employer whereby we do not engage in practices that discriminate against any person employed or seeking employment based on race, color, religion, sex, sexual orientation, gender identity, national or ethnic origin, age, marital status, physical or mental disability, protected Veteran status, or any other characteristic protected under applicable law.
Our values and commitments to safeguarding: FHI 360 is committed to preventing any type of abuse, exploitation and harassment in our work environments and programs, including sexual abuse, exploitation and harassment. FHI 360 takes steps to safeguard the welfare of everyone who engages with our organization and programs and requires that all personnel, including staff members and volunteers, share this commitment and sign our code of conduct. All offers of employment will be subject to appropriate screening checks, including reference, criminal record and terrorism finance checks. FHI 360 also participates in the Inter-Agency Misconduct Disclosure Scheme (MDS), facilitated by the Steering Committee for Humanitarian Response. In line with the MDS, we will request information from job applicants’ previous employers about any substantiated findings of sexual abuse, exploitation and/or harassment during the applicant’s tenure with previous employers. By applying, job applicants confirm their understanding of these recruitment procedures and consent to these screening checks.
FHI 360 will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws.
FHI 360 will never ask you for your career site username or password, and we will never request money, goods or services during the application, recruitment or employment process. If you have questions or concerns about correspondence from us, please email CareerCenterSupport@fhi360.org.
FHI 360 fosters the strength and health of its workforce through a competitive benefits package, professional development and policies and programs that support a healthy work/life balance. Join our global workforce to make a positive difference for others — and yourself.
Please click here to continue searching FHI 360's Career Portal.
Official account of Jobstore.
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.
Job Description:
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:
Desired skills:
Shift:
1st shift (United States of America)Hours Per Week:
40Official account of Jobstore.
Job Description:
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:
• 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.
Desired skills:
• 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:
40Official account of Jobstore.
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:
• 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.
Desired skills:
• 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:
40Official account of Jobstore.
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.
Job Description:
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:
Desired skills:
Shift:
1st shift (United States of America)Hours Per Week:
40Official account of Jobstore.
