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Bank of America Financial Solutions Advisor - Prospect Development Team (Series 7 Required) (Evergreen) in Hemet, California

Financial Solutions Advisor - Prospect Development Team (Series 7 Required) (Evergreen)

Hemet, California

Job Description:

Merrill Prospect Development Team (PDT) Financial Solutions Advisors (FSA) help clients and prospective clients with financial needs and goals that are most important to them. With each connection, FSAs provide care to individuals by identifying broader product and service solutions that meet their investment and savings needs. Financial Solutions Advisors demonstrate knowledge of investments and financial markets by applying key principles appropriately. The FSAs will align the Bank of America and Merrill offering model and collaborate with business partners when appropriate for a client. Additionally, the FSA will set clear expectations when establishing a new relationship in order to create a smooth and streamlined experience. If you are interested in growing a long term career in finance and are passionate about helping existing and potential clients with their needs by leveraging award winning Bank of America and Merrill offerings, the Prospect Development Team FSA role could be an ideal role for you.

We’ll help you:

  • Develop your skills to identify broad financial needs of individuals based on their goals, decision making processes, priorities, and current strategies.

  • Demonstrate knowledge of investments, financial markets by applying key principles appropriately.

  • Fully understand enterprise products and services to align to client’s needs

  • Consistently identify opportunities and engage key partners as needed

  • Leverage the full breadth of our digital platform and services in order to provide convenient, engaging, streamlined, and expedited services to clients

Job Band:

H5

Shift:

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

5000

Job Description:

Merrill Prospect Development Team (PDT) Financial Solutions Advisors (FSA) help clients and prospective clients with financial needs and goals that are most important to them. With each connection, FSAs provide care to individuals by identifying broader product and service solutions that meet their investment and savings needs. Financial Solutions Advisors demonstrate knowledge of investments and financial markets by applying key principles appropriately. The FSAs will align the Bank of America and Merrill offering model and collaborate with business partners when appropriate for a client. Additionally, the FSA will set clear expectations when establishing a new relationship in order to create a smooth and streamlined experience. If you are interested in growing a long term career in finance and are passionate about helping existing and potential clients with their needs by leveraging award winning Bank of America and Merrill offerings, the Prospect Development Team FSA role could be an ideal role for you.

We’ll help you:

  • Develop your skills to identify broad financial needs of individuals based on their goals, decision making processes, priorities, and current strategies.

  • Demonstrate knowledge of investments, financial markets by applying key principles appropriately.

  • Fully understand enterprise products and services to align to client’s needs

  • Consistently identify opportunities and engage key partners as needed

  • Leverage the full breadth of our digital platform and services in order to provide convenient, engaging, streamlined, and expedited services to clients

Shift:

1st shift (United States of America)

Hours Per Week:

40

Learn more about this role

Full time

JR-21058113

Band: H5

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Colette Arthur

Referral Bonus:

5000

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, 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. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free workplace and alcohol policy, CLICK HERE .

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