HendersonvilleRecruiter Since 2001
the smart solution for Hendersonville jobs

Merrill Edge Financial Solutions Advisor Development Program Hendersonville North Financial Center

Company: Bank of America
Location: Hendersonville
Posted on: August 13, 2019

Job Description:

Job Description:

At Bank of America, were 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 Advisorsthose 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 Americas Advisor Development Program and become an investment specialist in one of over 4,000 financial center locations nationwide. 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 Stage I (FSA I), 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 clients 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 Americas 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 Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills youve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. 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.

Well help you

--- Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.

--- Get training and one-on-one coaching from Academy managers who are invested in your success.

--- Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.

--- Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.

--- Build your network. Starting at a financial center, youll interact with banking customers, small business owners and higher net worth clients alike. Youll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.

--- Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities.

--- Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.

As a Financial Solutions Advisor Stage I, you can look forward to

--- Unlimited potential for financial growth.

--- A strong referral base from across the business through our relationship with one in every two households.

--- Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.

--- Robust marketing support to reach wider audiences with greater appeal.

--- Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.

--- Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.

Were a culture that

--- Believes in responsible growth and has a proven dedication to supporting the communities we serve.

--- Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.

--- Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world.

--- Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.

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-dos and long-term strategies for clients.

Desired skills:

--- Strong computer skills with an ability to multitask in a demanding environment.

--- A bachelors degree, or 1-2 years experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

--- Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships.

Shift:1st shift (United States of America)Hours Per Week:40

Keywords: Bank of America, Hendersonville , Merrill Edge Financial Solutions Advisor Development Program Hendersonville North Financial Center , Accounting, Auditing , Hendersonville, Tennessee

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Accounting, Auditing Jobs


Night Auditor - SpringHill Suites Nashville Airport - (19097612)
Description: Here's To Your Journey with Springhill Suites SpringHill Suites by Marriott offers guests an upper-moderate priced casual comfort hotel. Working at SpringHill Suites, you''ll provide our guests with a (more...)
Company: Marriott International
Location: Murfreesboro
Posted on: 08/21/2019

CLERK
Description: NO EXPERIENCE REQUIRED - PAID TRAINING PROVIDED - JOB SECURITY The Postal Service is the largest government related agency in terms of employees.-- The Postal Service currently employs nearly 1 million (more...)
Company: USA Labor Services
Location: Clarksville
Posted on: 08/21/2019

Portfolio Implementation Intern
Description: Candidates will be placed in one of the following groups: Equity Portfolio Management GroupEquity PMG will allow the intern to gain exposure as to how investment managers get their equity, currency and (more...)
Company: AllianceBernstein
Location: Nashville
Posted on: 08/22/2019


Remote Tax Advisor - CPA, Enrolled Agent or Attorney
Description: Overview If you are a highly motivated individual with an active credential CPA/EA/Practicing Attorney and excellent communication skills, we need you to help our customers complete their taxes using (more...)
Company: Intuit
Location: Nashville
Posted on: 08/21/2019

Assistant Controller
Description: From our inception in 1836, when Stephen Holland and Frederick Sherry began as woolen merchants in Londons Golden Square, Holland Sherry has specialized in the finest textiles for the apparel industry. (more...)
Company: Holland & Sherry
Location: Franklin
Posted on: 08/21/2019

Nashville Accounting Tutor Jobs - Nashville
Description: Nashville Accounting Tutor Jobs Varsity Tutors has students in Nashville looking for Accounting tutoring. Varsity Tutors is a live learning platform that connects tutors with
Company: Varsity Tutors
Location: Nashville
Posted on: 08/21/2019

Staff Accountant
Description: Our CPA firm serves small businesses and non-profit clients, primarily in the Middle
Company: Edmondson, Betzler & Dame, PLLC
Location: Murfreesboro
Posted on: 08/21/2019

Accounting Manager
Description: Corizon Health is the pioneer provider of correctional healthcare in the United States. We are a company built on more than 40 years of innovation and expertise in the industry. Our people, our practices, (more...)
Company: Corizon Health
Location: Nashville
Posted on: 08/21/2019

Financial Services
Description: The Agent OpportunityWe look for people who: Want to make a positive difference in people's lives and in their community Want a career that is both personally and financially rewarding Have key entrepreneurial (more...)
Company: State Farm
Location: Clarksville
Posted on: 08/22/2019

Night Auditor - SpringHill Suites Nashville Airport - (19097612)
Description: Here's To Your Journey with Springhill Suites SpringHill Suites by Marriott offers guests an upper-moderate priced casual comfort hotel. Working at SpringHill Suites, you'll provide our guests with a (more...)
Company: Marriott International, Inc,
Location: Nashville
Posted on: 08/21/2019

Log In or Create An Account

Get the latest Tennessee jobs by following @recnetTN on Twitter!

Hendersonville RSS job feeds