Merrill Edge Financial Solutions Advisor- Los Angeles, Orange County, and South Bay Areas- BILINGUAL
Company: Bank of America Corporation
Location: San Clemente
Posted on: January 7, 2019
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 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. We're looking for the next generation of financial advisors-those with a passion for people and drive to make clients' financial lives better. Going beyond portfolios and investment strategies, you'll consider a client's entire, complex financial picture, and then guide them with advice and solutions to help them live their best financial lives. The Advisor Development Program will help 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, we'll 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, you'll fully immerse yourself in the financial lives of our clients, while building strong relationships across Bank of America. As your career grows, you'll 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. We'll help you* Get training and one-on-one mentorship from managers who are invested in your success. You'll 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, you'll interact with banking clients, small business owners and higher net worth clients alike. You'll also tap into a range of experts, from mortgage lenders to investment analysts.* Provide end-to-end comprehensive advice. Deliver client reviews/presentations with confidence, including reviews of 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. You're a person who (required skills)* Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.* 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. You'll be better prepared if you have (desired skills)* Strong computer skills and the ability to multitask in a demanding environment.* A bachelor's 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. We're 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. Posting Date: 09/18/2018 Location: San Juan Capistrano, CA, SAN JUAN CAPISTRANO BC, 31902 Del Obispo St, Costa Mesa, CA, HARBOR, 2701 Harbor Blvd, Corona Del Mar, CA, CORONA DEL MAR BC, 3300 E Coast Hwy, Laguna Niguel, CA, LAGUNA NIGUEL BC, 30162 CROWN VALLEY PKWY, Fountain Valley, CA, HARBOR, 16192 Harbor Blvd, Laguna Hills, CA, LAGUNA HILLS BC, 24211 Paseo De Valencia, Lake Forest, CA, EL TORO, 22491 El Toro Rd, Mission Viejo, CA, CROWN VALLEY CENTER BC, 27571 Puerta Real, Irvine, CA, HERITAGE PLAZA BC, 14222 Culver Dr, Rancho Santa Margarita, CA, RANCHO SANTA MARGARITA BC, 31531 SANTA MARGARITA PKWY, Santa Ana, CA, SOUTH COAST CENTER BC, 3730 S Bristol St, Aliso Viejo, CA, 26831 Aliso Creek Rd (CA6221), Ladera Ranch, CA, BUILDING M, 27752 Antonio PKWY, Irvine, CA, MARKET PLACE, 13244 Jamboree RD, Foothill Ranch, CA, FOOTHILL RANCH, 26660 Portola PKWY, San Clemente, CA, Talega, 965 Avenida Pico, Dana Point, CA, OCEAN RANCH, 32595 Golden Lantern St, Newport Coast, CA, 21171 Newport Coast DR (CA6252), Seal Beach, CA, S, - United States Travel: Yes, 25% of the time Full / Part-time: Full time Hours Per Week: 40 Shift: 1st shift Weekly Schedule: Monday-Friday open to close of banking center + some Saturdays
Keywords: Bank of America Corporation, San Clemente , Merrill Edge Financial Solutions Advisor- Los Angeles, Orange County, and South Bay Areas- BILINGUAL, Other , San Clemente, California
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