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562 đź’Ľ Bank Of America Jobs / Employment

Merrill Edge Financial Solutions Advisor - Cardinal Forest Financial Center - Springfield, VA - Bank of America

newabout 4 hours ago
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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 and become a Financial Solutions Advisor in one of over 4,000 locations nationwide. Our award winning Academy offers training to go 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 livesFrom day one, you will receive best-in-class training from the award winning Academy at Bank of America. Our Advisor Development Program delivers hands-on practice, personalized coaching and dedicated classes for understanding the Life Priorities and needs of your clients. Our program guides you 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 role for experienced advisors looking to grow in a world-class organization. With demonstrated success, you have unlimited career growth and the opportunity to advance in many roles within Merrill Edge, Bank of America, Merrill Lynch and U.S. Trust. The Academy will support you along the way with In Role Development, Mastery and Leadership Development.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 terminationWe’ll help youGet training and one-on-one coaching from Academy 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 yoursProvide end-to-end comprehensive advice. Deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities.Get smart on core banking and investment solutions. Connect clients to all of the solutions we provideGrow your network to eventually grow your business. Leverage our relationships with one out of two households in the U.S. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike.Build connections. Work in the center of the financial universe, tapping into a range of experts, from mortgage lenders to investment analysts.Continuously learn and grow, with on-going career development support and opportunities for advancement with Bank of America, Merrill Lynch and U.S. Trust.Achieve additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) or leverage approved tuition reimbursement to further your educationAs a Financial Solutions Advisor, you can look forward toUnlimited potential for financial growthA strong referral network from across the business that will give you a leg-up on client acquisitionRobust 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 changesLeadership opportunities, from leading client and conference seminars to mentoring junior associatesYou’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 even more prepared if you haveStrong computer skills with an ability to multitask in a demanding environmentAt 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 thatHas a place for everyone committed to doing the work. We provide 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 worldIs committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needsBelieves in responsible growth and has a proven dedication to supporting the communities we serveShift:1st shift (United States of America)Hours Per Week: 40

Merrill Financial Services Representative - Rolling Meadows

newabout 5 hours ago
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Job Description:Financial Services RepresentativeIf you are passionate about developing strong relationships with clients and are interested in a career in investments consider joining Merrill Edge and be part of The Academy Program as a Financial Services Representative (FSR). The FSR is your first step towards a career in financial services, where you will focus on servicing and growing relationships with Merrill Edge clients, while guiding them to Bank of America solutions based on their needs and life priorities.  Our program includes best in class training, hands on practice, personalized coaching and opportunity to have time to study for your Security Industry Essentials (SIE), Series 7 and Series 66 licenses. With demonstrated success you will have the opportunity to advance in many roles within Merrill Edge, Bank of America, U.S. Trust and Merrill Lynch.This is a high-touch phone-based role working with Merrill Edge investment clients – and at Bank of America and Merrill Edge, our clients are at the heart of everything we do. You will take inbound client calls to solve for both current and future account and financial needs. Your primary responsibility will be to act as a client advocate, answering detailed questions and, educating clients about additional value-added opportunities for their relationships by referring them to specialists across Bank of America and Merrill Edge.  At Merrill Edge, you can experience the benefits of working for a 200-year old Fortune 100 company with an invigorating start-up feel. Started in 2010 as part of Bank of America and Merrill Lynch, Merrill Edge helps simplify clients’ financial lives by offering access to the investment insights of Merrill Lynch and the convenience of Bank of America banking. Merrill Edge is made up of talented individuals who share a collective drive to succeed.We’ll help you!When you join the team, you’ll be immersed in a culture where growth and career advancement are a priority. Through The Academy Program, you are motivated and equipped to choose a career, rather than just a job.Our program will enable you to:Develop the knowledge and skills you need to deliver world-class client care during two dedicated months of trainingReceive Direct Coaching and Support from Academy managers fully dedicated to your developmentHave an opportunity to earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses through structured lessons and on-site leadersContinuously learn and grow, with on-going career development support and opportunities for advancement including Specialized Trade, Advice Delivery, Sales and Relationship ManagementAs a Financial Services Representative, you can look forward to:Become a licensed registered representative able to trade stocks, bonds, and other investment instruments for clients ranging from casual investors to high net worth and active tradersThe opportunity to jumpstart your career in a well-compensated, highly collaborative environmentGrow client relationships by understanding needs and presenting investment options and services offered throughout Merrill Edge, Merrill Lynch and Bank of AmericaThe potential for career advancement and mobilityRobust marketing strategies to reach wider audiences with greater appeal You’re a person that (required skills):Client-focused with a passion for excellence and positive team attitudeHighly self-motivated and goal-oriented to succeed in an intense performance-based environmentAbility to identify clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teamsExcellent and effective communicator with an aptitude for sales and relationship managementHave strong computer skills with ability to multitask in a fast-paced inbound contact center environmentPrepared to pass licensing exams – Security Industry Essentials (SIE) and Series 7 and Series 66Eager to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedicationAmbitious, disciplined, hardworking, resilient and willing to learnYou’ll be better prepared if you have (desired skills):1-2 years of experience in a performance based environment and/or college degree preferredThe Security Industry Essentials (SIE) or other financial services licenses and interest in pursuing the Series 7, and/or the Series 66 licensesPossess leadership capabilitiesWe’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 his/her careers.  Along with taking care of our clients we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.Is committed to advancing our tools, technology, and ways of working.  We always put our clients first to meet their evolving needs.Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.Shift:1st shift (United States of America)Hours Per Week: 40

Merrill Edge Financial Solutions Advisor Development Program- Williamsburg Financial Center - NY - New York

newabout 5 hours ago
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Job Description:Few things impact people’s lives as much as their finances. 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 build a business that makes their 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 you get the necessary training and guidance along a defined path to become the financial advisor you want to be. From marketing yourself to managing a practice, we’ll equip you with everything you need as you move through the stages of development. The Financial Advisor Stage I role is the first step. At this stage, you’ll earn the required licenses, start building the relationships that can shape your career, and be exposed to the products, platforms and tools you need to serve clients.We’ll help you• Get training and one-on-one mentorship from managers who are invested in your success. You’ll enroll in our Consumer Academy to develop as an advisor.• Grow your network to eventually grow your business. Leverage our relationships with one out of two households in the U.S. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike.• Build connections. Work in the center of the financial universe, tapping 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 investment goals, and recommend wealth management strategies to help clients achieve their goals.• Get smart on core banking and investment solutions. Connect clients to all of the solutions we provide through Bank of America and Merrill Lynch to meet virtually all of their financial needs.• Obtain Series 7 & 66 (63 & 65 accepted, in lieu of 66) within 120 days—a requirement for the role.As an advisor, you can look forward to• Unlimited potential for financial growth• A strong referral base from across the business that will give you a leg-up on client acquisition• 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• Leadership opportunities, from leading client and conference seminars to mentoring junior associatesYou’re the kind of person who• 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 customers 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.You’ll be even more prepared if you have• 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 exceededWe’re a culture that• Has a place for everyone committed to the work. We provide 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.• Believes in responsible growth and has a proven dedication to supporting the communities we serve.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.Shift:1st shift (United States of America)Hours Per Week: 40

Merrill Edge Financial Solutions Advisor Development Program - Brick, NJ area - Bank of America

newabout 5 hours ago
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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 as a Financial Solutions Advisor and become a specialist in one of over 4,000 locations nationwide. Our award winning Academy offers a defined path to becoming an advisor through a multi-stage training program; one that provides you with dedicated and personalized classes for your Securities Industry licenses along with the necessary experience and skills to succeed in your role. From day one, you will receive hands on training and support to ensure you get your career started right.As a Financial Solutions Advisor, your journey begins working in a financial center where you will learn Bank of America’s core banking and client care approach. You will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to humanizing financial interactions – we’ll equip you with everything you need as you move through the stages of development.At Bank of America, we are dedicated to providing the best possible care and guidance for our clients’ financial lives.  We serve the needs of over 65 Million clients across the country through a growing nationwide footprint and the most advanced digital platform in the financial services industry. If you are passionate about helping clients reach their goals and interested in a career in investments, consider becoming a Merrill Edge Financial Solutions Advisor.We’re looking for the next generation of financial advisors—those with a passion for people and drive to build a business that makes their financial lives better. Going beyond banking and investment strategies, you’ll consider a client’s entire financial picture, and then guide them with advice and solutions to help them live their best financial lives.From day one, you will receive best- in- class training from the award winning Academy Aat Bank of America; including hands- on practice, personalized coaching and dedicated classes for the Securityies Industry Essentials (SIE), Series 7 and Series 66 licenses. With demonstrated success,  you will have unlimited career growth with and the opportunity to advance in many roles within Merrill Edge, Bank of America, Merrill Lynch and U.S. Trust. The Academy will support you along the way with many In Role Development, Mastery and Leadership Development Programs.We’ll help youGet training and one-on-one coaching from Academy managers who are invested in your success.Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses though structured lessons and dedicated study time.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.Get smart on core banking and investment solutions. Connect clients to all of the solutions we provide.Grow your network to eventually grow your business. Leverage our relationships with one out of two households in the U.S. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike.Build connections. Work in the center of the financial universe, tapping into a range of experts, from mortgage lenders to investment analysts.Continuously learn and grow, with on-going career development support and opportunities for advancement with Bank of America, Merrill Lynch and U.S. Trust.As a Financial Solutions Advisor, you can look forward toUnlimited potential for financial growthA strong referral base from across the business that will give you a leg-up on client acquisitionRobust 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 changesLeadership opportunities, from leading client and conference seminars to mentoring junior associatesYou’re the kind of person thatSets and accomplishes goals, achieving whatever you put your mind toIs comfortable in a sales role, finding ways to nurture strong relationships with prospective clientsCommunicates clear and confidently with customers from all walks of lifeWorks well with others and collaborates productively to get things doneCan manage complexity, prioritize tasks and execute in a fast-paced environmentLikes to learn on your feet, adapting to new information and seeking the right solutions for clientsEfficiently manages your time and capacityIs thorough and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clientsYou’ll be even more prepared if you haveStrong computer skills with an ability to multitask in a demanding environmentA bachelor’s degree, or 1-2 years of experience working in the financial service industry and/or a sales environment where goals were met or exceededWe’re a culture thatHas a place for everyone committed to doing the work. We provide 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 worldIs committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needsBelieves in responsible growth and has a proven dedication to supporting the communities we serveShift:1st shift (United States of America)Hours Per Week: 40

Merrill Edge Financial Solutions Advisor Development Program-West Central Connecticut - Wallingford

newabout 5 hours ago
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Job Description:Few things impact people’s lives as much as their finances. 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 build a business that makes their 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 you get the necessary training and guidance along a defined path to become the financial advisor you want to be. From marketing yourself to managing a practice, we’ll equip you with everything you need as you move through the stages of development. The Financial Advisor Stage I role is the first step. At this stage, you’ll earn the required licenses, start building the relationships that can shape your career, and be exposed to the products, platforms and tools you need to serve clients.We’ll help you• Get training and one-on-one mentorship from managers who are invested in your success. You’ll enroll in our Consumer Academy to develop as an advisor.• Grow your network to eventually grow your business. Leverage our relationships with one out of two households in the U.S. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike.• Build connections. Work in the center of the financial universe, tapping 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 investment goals, and recommend wealth management strategies to help clients achieve their goals.• Get smart on core banking and investment solutions. Connect clients to all of the solutions we provide through Bank of America and Merrill Lynch to meet virtually all of their financial needs.• Obtain Series 7 & 66 (63 & 65 accepted, in lieu of 66) within 120 days—a requirement for the role.As an advisor, you can look forward to• Unlimited potential for financial growth• A strong referral base from across the business that will give you a leg-up on client acquisition• 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• Leadership opportunities, from leading client and conference seminars to mentoring junior associatesYou’re the kind of person who• 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 customers 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.You’ll be even more prepared if you have• 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 exceededWe’re a culture that• Has a place for everyone committed to the work. We provide 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.• Believes in responsible growth and has a proven dedication to supporting the communities we serve.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.Shift:1st shift (United States of America)Hours Per Week: 40

Financial Solutions Advisor Stage I - Registration Candidate - Poughkeepsie - Bank of America

newabout 6 hours ago
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Job Description:Few things impact people’s lives as much as their finances. 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 build a business that makes their 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 you get the necessary training and guidance along a defined path to become the financial advisor you want to be. From marketing yourself to managing a practice, we’ll equip you with everything you need as you move through the stages of development. The Financial Advisor Stage I role is the first step. At this stage, you’ll earn the required licenses, start building the relationships that can shape your career, and be exposed to the products, platforms and tools you need to serve clients.We’ll help you• Get training and one-on-one mentorship from managers who are invested in your success. You’ll enroll in our Consumer Academy to develop as an advisor.• Grow your network to eventually grow your business. Leverage our relationships with one out of two households in the U.S. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike.• Build connections. Work in the center of the financial universe, tapping 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 investment goals, and recommend wealth management strategies to help clients achieve their goals.• Get smart on core banking and investment solutions. Connect clients to all of the solutions we provide through Bank of America and Merrill Lynch to meet virtually all of their financial needs.• Obtain Series 7 & 66 (63 & 65 accepted, in lieu of 66) within 120 days—a requirement for the role.As an advisor, you can look forward to• Unlimited potential for financial growth• A strong referral base from across the business that will give you a leg-up on client acquisition• 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• Leadership opportunities, from leading client and conference seminars to mentoring junior associatesYou’re the kind of person who• 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 customers 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.You’ll be even more prepared if you have• 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 exceededWe’re a culture that• Has a place for everyone committed to the work. We provide 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.• Believes in responsible growth and has a proven dedication to supporting the communities we serve.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 disciplinary action up to and including termination.Shift:1st shift (United States of America)Hours Per Week: 40

Merrill Edge Financial Solutions Advisor Development Program - Franklin Plaza Financial Center - Somerset, NJ - Bilingual Spanish preferred - Bank of America

newabout 6 hours ago
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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 as a Financial Solutions Advisor and become a specialist in one of over 4,000 locations nationwide. Our award winning Academy offers a defined path to becoming an advisor through a multi-stage training program; one that provides you with dedicated and personalized classes for your Securities Industry licenses along with the necessary experience and skills to succeed in your role. From day one, you will receive hands on training and support to ensure you get your career started right.As a Financial Solutions Advisor, your journey begins working in a financial center where you will learn Bank of America’s core banking and client care approach. You will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to humanizing financial interactions – we’ll equip you with everything you need as you move through the stages of development.At Bank of America, we are dedicated to providing the best possible care and guidance for our clients’ financial lives.  We serve the needs of over 65 Million clients across the country through a growing nationwide footprint and the most advanced digital platform in the financial services industry. If you are passionate about helping clients reach their goals and interested in a career in investments, consider becoming a Merrill Edge Financial Solutions Advisor.We’re looking for the next generation of financial advisors—those with a passion for people and drive to build a business that makes their financial lives better. Going beyond banking and investment strategies, you’ll consider a client’s entire financial picture, and then guide them with advice and solutions to help them live their best financial lives.From day one, you will receive best- in- class training from the award winning Academy Aat Bank of America; including hands- on practice, personalized coaching and dedicated classes for the Securityies Industry Essentials (SIE), Series 7 and Series 66 licenses. With demonstrated success,  you will have unlimited career growth with and the opportunity to advance in many roles within Merrill Edge, Bank of America, Merrill Lynch and U.S. Trust. The Academy will support you along the way with many In Role Development, Mastery and Leadership Development Programs.We’ll help youGet training and one-on-one coaching from Academy managers who are invested in your success.Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses though structured lessons and dedicated study time.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.Get smart on core banking and investment solutions. Connect clients to all of the solutions we provide.Grow your network to eventually grow your business. Leverage our relationships with one out of two households in the U.S. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike.Build connections. Work in the center of the financial universe, tapping into a range of experts, from mortgage lenders to investment analysts.Continuously learn and grow, with on-going career development support and opportunities for advancement with Bank of America, Merrill Lynch and U.S. Trust.As a Financial Solutions Advisor, you can look forward toUnlimited potential for financial growthA strong referral base from across the business that will give you a leg-up on client acquisitionRobust 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 changesLeadership opportunities, from leading client and conference seminars to mentoring junior associatesYou’re the kind of person thatSets and accomplishes goals, achieving whatever you put your mind toIs comfortable in a sales role, finding ways to nurture strong relationships with prospective clientsCommunicates clear and confidently with customers from all walks of lifeWorks well with others and collaborates productively to get things doneCan manage complexity, prioritize tasks and execute in a fast-paced environmentLikes to learn on your feet, adapting to new information and seeking the right solutions for clientsEfficiently manages your time and capacityIs thorough and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clientsYou’ll be even more prepared if you haveStrong computer skills with an ability to multitask in a demanding environmentA bachelor’s degree, or 1-2 years of experience working in the financial service industry and/or a sales environment where goals were met or exceededBilingual Spanish preferredWe’re a culture thatHas a place for everyone committed to doing the work. We provide 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 worldIs committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needsBelieves in responsible growth and has a proven dedication to supporting the communities we serveShift:1st shift (United States of America)Hours Per Week: 40

Merrill Edge Financial Solutions Advisor Development Program-North Manhattan - New York

newabout 6 hours ago
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Job Description:Few things impact people’s lives as much as their finances. 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 build a business that makes their 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 you get the necessary training and guidance along a defined path to become the financial advisor you want to be. From marketing yourself to managing a practice, we’ll equip you with everything you need as you move through the stages of development. The Financial Advisor Stage I role is the first step. At this stage, you’ll earn the required licenses, start building the relationships that can shape your career, and be exposed to the products, platforms and tools you need to serve clients.We’ll help you• Get training and one-on-one mentorship from managers who are invested in your success. You’ll enroll in our Consumer Academy to develop as an advisor.• Grow your network to eventually grow your business. Leverage our relationships with one out of two households in the U.S. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike.• Build connections. Work in the center of the financial universe, tapping 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 investment goals, and recommend wealth management strategies to help clients achieve their goals.• Get smart on core banking and investment solutions. Connect clients to all of the solutions we provide through Bank of America and Merrill Lynch to meet virtually all of their financial needs.• Obtain Series 7 & 66 (63 & 65 accepted, in lieu of 66) within 120 days—a requirement for the role.As an advisor, you can look forward to• Unlimited potential for financial growth• A strong referral base from across the business that will give you a leg-up on client acquisition• 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• Leadership opportunities, from leading client and conference seminars to mentoring junior associatesYou’re the kind of person who• 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 customers 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.You’ll be even more prepared if you have• 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 exceededWe’re a culture that• Has a place for everyone committed to the work. We provide 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.• Believes in responsible growth and has a proven dedication to supporting the communities we serve.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.Shift:1st shift (United States of America)Hours Per Week: 40

Merrill Edge Financial Solutions Advisor Development Program - Boonton Township Financial Center - Boonton, NJ - Bank of America

newabout 6 hours ago
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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 as a Financial Solutions Advisor and become a specialist in one of over 4,000 locations nationwide. Our award winning Academy offers a defined path to becoming an advisor through a multi-stage training program; one that provides you with dedicated and personalized classes for your Securities Industry licenses along with the necessary experience and skills to succeed in your role. From day one, you will receive hands on training and support to ensure you get your career started right.As a Financial Solutions Advisor, your journey begins working in a financial center where you will learn Bank of America’s core banking and client care approach. You will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to humanizing financial interactions – we’ll equip you with everything you need as you move through the stages of development.At Bank of America, we are dedicated to providing the best possible care and guidance for our clients’ financial lives.  We serve the needs of over 65 Million clients across the country through a growing nationwide footprint and the most advanced digital platform in the financial services industry. If you are passionate about helping clients reach their goals and interested in a career in investments, consider becoming a Merrill Edge Financial Solutions Advisor.We’re looking for the next generation of financial advisors—those with a passion for people and drive to build a business that makes their financial lives better. Going beyond banking and investment strategies, you’ll consider a client’s entire financial picture, and then guide them with advice and solutions to help them live their best financial lives.From day one, you will receive best- in- class training from the award winning Academy Aat Bank of America; including hands- on practice, personalized coaching and dedicated classes for the Securityies Industry Essentials (SIE), Series 7 and Series 66 licenses. With demonstrated success,  you will have unlimited career growth with and the opportunity to advance in many roles within Merrill Edge, Bank of America, Merrill Lynch and U.S. Trust. The Academy will support you along the way with many In Role Development, Mastery and Leadership Development Programs.We’ll help youGet training and one-on-one coaching from Academy managers who are invested in your success.Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses though structured lessons and dedicated study time.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.Get smart on core banking and investment solutions. Connect clients to all of the solutions we provide.Grow your network to eventually grow your business. Leverage our relationships with one out of two households in the U.S. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike.Build connections. Work in the center of the financial universe, tapping into a range of experts, from mortgage lenders to investment analysts.Continuously learn and grow, with on-going career development support and opportunities for advancement with Bank of America, Merrill Lynch and U.S. Trust.As a Financial Solutions Advisor, you can look forward toUnlimited potential for financial growthA strong referral base from across the business that will give you a leg-up on client acquisitionRobust 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 changesLeadership opportunities, from leading client and conference seminars to mentoring junior associatesYou’re the kind of person thatSets and accomplishes goals, achieving whatever you put your mind toIs comfortable in a sales role, finding ways to nurture strong relationships with prospective clientsCommunicates clear and confidently with customers from all walks of lifeWorks well with others and collaborates productively to get things doneCan manage complexity, prioritize tasks and execute in a fast-paced environmentLikes to learn on your feet, adapting to new information and seeking the right solutions for clientsEfficiently manages your time and capacityIs thorough and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clientsYou’ll be even more prepared if you haveStrong computer skills with an ability to multitask in a demanding environmentA bachelor’s degree, or 1-2 years of experience working in the financial service industry and/or a sales environment where goals were met or exceededWe’re a culture thatHas a place for everyone committed to doing the work. We provide 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 worldIs committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needsBelieves in responsible growth and has a proven dedication to supporting the communities we serveShift:1st shift (United States of America)Hours Per Week: 40

Merrill Edge Financial Solutions Advisor Development Program - Westport Post Road Financial Center - Westport, CT - Bank of America

newabout 6 hours ago
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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 as a Financial Solutions Advisor and become a specialist in one of over 4,000 locations nationwide. Our award winning Academy offers a defined path to becoming an advisor through a multi-stage training program; one that provides you with dedicated and personalized classes for your Securities Industry licenses along with the necessary experience and skills to succeed in your role. From day one, you will receive hands on training and support to ensure you get your career started right.As a Financial Solutions Advisor, your journey begins working in a financial center where you will learn Bank of America’s core banking and client care approach. You will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to humanizing financial interactions – we’ll equip you with everything you need as you move through the stages of development.At Bank of America, we are dedicated to providing the best possible care and guidance for our clients’ financial lives.  We serve the needs of over 65 Million clients across the country through a growing nationwide footprint and the most advanced digital platform in the financial services industry. If you are passionate about helping clients reach their goals and interested in a career in investments, consider becoming a Merrill Edge Financial Solutions Advisor.We’re looking for the next generation of financial advisors—those with a passion for people and drive to build a business that makes their financial lives better. Going beyond banking and investment strategies, you’ll consider a client’s entire financial picture, and then guide them with advice and solutions to help them live their best financial lives.From day one, you will receive best- in- class training from the award winning Academy Aat Bank of America; including hands- on practice, personalized coaching and dedicated classes for the Securityies Industry Essentials (SIE), Series 7 and Series 66 licenses. With demonstrated success,  you will have unlimited career growth with and the opportunity to advance in many roles within Merrill Edge, Bank of America, Merrill Lynch and U.S. Trust. The Academy will support you along the way with many In Role Development, Mastery and Leadership Development Programs.We’ll help youGet training and one-on-one coaching from Academy managers who are invested in your success.Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses though structured lessons and dedicated study time.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.Get smart on core banking and investment solutions. Connect clients to all of the solutions we provide.Grow your network to eventually grow your business. Leverage our relationships with one out of two households in the U.S. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike.Build connections. Work in the center of the financial universe, tapping into a range of experts, from mortgage lenders to investment analysts.Continuously learn and grow, with on-going career development support and opportunities for advancement with Bank of America, Merrill Lynch and U.S. Trust.As a Financial Solutions Advisor, you can look forward toUnlimited potential for financial growthA strong referral base from across the business that will give you a leg-up on client acquisitionRobust 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 changesLeadership opportunities, from leading client and conference seminars to mentoring junior associatesYou’re the kind of person thatSets and accomplishes goals, achieving whatever you put your mind toIs comfortable in a sales role, finding ways to nurture strong relationships with prospective clientsCommunicates clear and confidently with customers from all walks of lifeWorks well with others and collaborates productively to get things doneCan manage complexity, prioritize tasks and execute in a fast-paced environmentLikes to learn on your feet, adapting to new information and seeking the right solutions for clientsEfficiently manages your time and capacityIs thorough and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clientsYou’ll be even more prepared if you haveStrong computer skills with an ability to multitask in a demanding environmentA bachelor’s degree, or 1-2 years of experience working in the financial service industry and/or a sales environment where goals were met or exceededWe’re a culture thatHas a place for everyone committed to doing the work. We provide 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 worldIs committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needsBelieves in responsible growth and has a proven dedication to supporting the communities we serveShift:1st shift (United States of America)Hours Per Week: 40

Merrill Edge Financial Solutions Advisor – Frederick, MD - Bank of America

newabout 6 hours ago
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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.Shift:1st shift (United States of America)Hours Per Week: 40

Merrill Edge Financial Solutions Advisor Development Program- Financial Center -MacArthur Road Area Whitehall, PA - Bank of America

newabout 6 hours ago
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Job Description:Few things impact people’s lives as much as their finances. 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 build a business that makes their 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 you get the necessary training and guidance along a defined path to become the financial advisor you want to be. From marketing yourself to managing a practice, we’ll equip you with everything you need as you move through the stages of development. The Financial Advisor Stage I role is the first step. At this stage, you’ll earn the required licenses, start building the relationships that can shape your career, and be exposed to the products, platforms and tools you need to serve clients.We’ll help you• Get training and one-on-one mentorship from managers who are invested in your success. You’ll enroll in our Consumer Academy to develop as an advisor.• Grow your network to eventually grow your business. Leverage our relationships with one out of two households in the U.S. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike.• Build connections. Work in the center of the financial universe, tapping 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 investment goals, and recommend wealth management strategies to help clients achieve their goals.• Get smart on core banking and investment solutions. Connect clients to all of the solutions we provide through Bank of America and Merrill Lynch to meet virtually all of their financial needs.• Obtain Series 7 & 66 (63 & 65 accepted, in lieu of 66) within 120 days—a requirement for the role.As an advisor, you can look forward to• Unlimited potential for financial growth• A strong referral base from across the business that will give you a leg-up on client acquisition• 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• Leadership opportunities, from leading client and conference seminars to mentoring junior associatesYou’re the kind of person who• 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 customers 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.You’ll be even more prepared if you have• 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 exceededWe’re a culture that• Has a place for everyone committed to the work. We provide 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.• Believes in responsible growth and has a proven dedication to supporting the communities we serve.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.Shift:1st shift (United States of America)Hours Per Week: 40

Merrill Edge Financial Solutions Advisor Development Program-Jackson Heights - New York

newabout 8 hours ago
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Job Description:Few things impact people’s lives as much as their finances. 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 build a business that makes their 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 you get the necessary training and guidance along a defined path to become the financial advisor you want to be. From marketing yourself to managing a practice, we’ll equip you with everything you need as you move through the stages of development. The Financial Advisor Stage I role is the first step. At this stage, you’ll earn the required licenses, start building the relationships that can shape your career, and be exposed to the products, platforms and tools you need to serve clients.We’ll help you• Get training and one-on-one mentorship from managers who are invested in your success. You’ll enroll in our Consumer Academy to develop as an advisor.• Grow your network to eventually grow your business. Leverage our relationships with one out of two households in the U.S. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike.• Build connections. Work in the center of the financial universe, tapping 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 investment goals, and recommend wealth management strategies to help clients achieve their goals.• Get smart on core banking and investment solutions. Connect clients to all of the solutions we provide through Bank of America and Merrill Lynch to meet virtually all of their financial needs.• Obtain Series 7 & 66 (63 & 65 accepted, in lieu of 66) within 120 days—a requirement for the role.As an advisor, you can look forward to• Unlimited potential for financial growth• A strong referral base from across the business that will give you a leg-up on client acquisition• 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• Leadership opportunities, from leading client and conference seminars to mentoring junior associatesYou’re the kind of person who• 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 customers 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.You’ll be even more prepared if you have• 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 exceededWe’re a culture that• Has a place for everyone committed to the work. We provide 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.• Believes in responsible growth and has a proven dedication to supporting the communities we serve.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.Shift:1st shift (United States of America)Hours Per Week: 40

Merrill Edge Financial Solutions Advisor - Ramsey Financial Center - Ramsey, NJ

newabout 8 hours ago
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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 and become a Financial Solutions Advisor in one of over 4,000 locations nationwide. Our award winning Academy offers training to go 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 livesFrom day one, you will receive best-in-class training from the award winning Academy at Bank of America. Our Advisor Development Program delivers hands-on practice, personalized coaching and dedicated classes for understanding the Life Priorities and needs of your clients. Our program guides you 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 role for experienced advisors looking to grow in a world-class organization. With demonstrated success, you have unlimited career growth and the opportunity to advance in many roles within Merrill Edge, Bank of America, Merrill Lynch and U.S. Trust. The Academy will support you along the way with In Role Development, Mastery and Leadership Development.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 terminationWe’ll help youGet training and one-on-one coaching from Academy 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 yoursProvide end-to-end comprehensive advice. Deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities.Get smart on core banking and investment solutions. Connect clients to all of the solutions we provideGrow your network to eventually grow your business. Leverage our relationships with one out of two households in the U.S. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike.Build connections. Work in the center of the financial universe, tapping into a range of experts, from mortgage lenders to investment analysts.Continuously learn and grow, with on-going career development support and opportunities for advancement with Bank of America, Merrill Lynch and U.S. Trust.Achieve additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) or leverage approved tuition reimbursement to further your educationAs a Financial Solutions Advisor, you can look forward toUnlimited potential for financial growthA strong referral network from across the business that will give you a leg-up on client acquisitionRobust 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 changesLeadership opportunities, from leading client and conference seminars to mentoring junior associatesYou’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 even more prepared if you haveStrong computer skills with an ability to multitask in a demanding environmentAt 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 thatHas a place for everyone committed to doing the work. We provide 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 worldIs committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needsBelieves in responsible growth and has a proven dedication to supporting the communities we serveShift:1st shift (United States of America)Hours Per Week: 40

Merrill Edge Financial Solutions Advisor Development Program- Port Chester Financial Center- Port Chester, NY- Bilingual Spanish Required - Bank of America

newabout 8 hours ago
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Job Description:Few things impact people’s lives as much as their finances. 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 build a business that makes their 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 you get the necessary training and guidance along a defined path to become the financial advisor you want to be. From marketing yourself to managing a practice, we’ll equip you with everything you need as you move through the stages of development. The Financial Advisor Stage I role is the first step. At this stage, you’ll earn the required licenses, start building the relationships that can shape your career, and be exposed to the products, platforms and tools you need to serve clients.We’ll help you• Get training and one-on-one mentorship from managers who are invested in your success. You’ll enroll in our Consumer Academy to develop as an advisor.• Grow your network to eventually grow your business. Leverage our relationships with one out of two households in the U.S. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike.• Build connections. Work in the center of the financial universe, tapping 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 investment goals, and recommend wealth management strategies to help clients achieve their goals.• Get smart on core banking and investment solutions. Connect clients to all of the solutions we provide through Bank of America and Merrill Lynch to meet virtually all of their financial needs.• Obtain Series 7 & 66 (63 & 65 accepted, in lieu of 66) within 120 days—a requirement for the role.As an advisor, you can look forward to• Unlimited potential for financial growth• A strong referral base from across the business that will give you a leg-up on client acquisition• 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• Leadership opportunities, from leading client and conference seminars to mentoring junior associatesYou’re the kind of person who• 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 customers 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.You’ll be even more prepared if you have• 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• Bilingual Spanish RequiredWe’re a culture that• Has a place for everyone committed to the work. We provide 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.• Believes in responsible growth and has a proven dedication to supporting the communities we serve.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.Shift:1st shift (United States of America)Hours Per Week: 40

Merrill Edge Financial Solution Advisor- Development Program-Woodmoor Four Corners Financial Center-Silver Spring, MD.

newabout 8 hours ago
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Job Description:Few things impact people’s lives as much as their finances. 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 build a business that makes their 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 you get the necessary training and guidance along a defined path to become the financial advisor you want to be. From marketing yourself to managing a practice, we’ll equip you with everything you need as you move through the stages of development. The Financial Advisor Stage I role is the first step. At this stage, you’ll earn the required licenses, start building the relationships that can shape your career, and be exposed to the products, platforms and tools you need to serve clients.We’ll help you• Get training and one-on-one mentorship from managers who are invested in your success. You’ll enroll in our Consumer Academy to develop as an advisor.• Grow your network to eventually grow your business. Leverage our relationships with one out of two households in the U.S. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike.• Build connections. Work in the center of the financial universe, tapping 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 investment goals, and recommend wealth management strategies to help clients achieve their goals.• Get smart on core banking and investment solutions. Connect clients to all of the solutions we provide through Bank of America and Merrill Lynch to meet virtually all of their financial needs.• Obtain Series 7 & 66 (63 & 65 accepted, in lieu of 66) within 120 days—a requirement for the role.As an advisor, you can look forward to• Unlimited potential for financial growth• A strong referral base from across the business that will give you a leg-up on client acquisition• 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• Leadership opportunities, from leading client and conference seminars to mentoring junior associatesYou’re the kind of person who• 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 customers 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.You’ll be even more prepared if you have• 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 exceededWe’re a culture that• Has a place for everyone committed to the work. We provide 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.• Believes in responsible growth and has a proven dedication to supporting the communities we serve.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.Shift:1st shift (United States of America)Hours Per Week: 40

Merrill Edge Financial Solutions Advisor Development Program- Plaistow Financial Center -NH. - Bank of America

newabout 8 hours ago
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Job Description:Few things impact people’s lives as much as their finances. 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 build a business that makes their 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 you get the necessary training and guidance along a defined path to become the financial advisor you want to be. From marketing yourself to managing a practice, we’ll equip you with everything you need as you move through the stages of development. The Financial Advisor Stage I role is the first step. At this stage, you’ll earn the required licenses, start building the relationships that can shape your career, and be exposed to the products, platforms and tools you need to serve clients.We’ll help you• Get training and one-on-one mentorship from managers who are invested in your success. You’ll enroll in our Consumer Academy to develop as an advisor.• Grow your network to eventually grow your business. Leverage our relationships with one out of two households in the U.S. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike.• Build connections. Work in the center of the financial universe, tapping 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 investment goals, and recommend wealth management strategies to help clients achieve their goals.• Get smart on core banking and investment solutions. Connect clients to all of the solutions we provide through Bank of America and Merrill Lynch to meet virtually all of their financial needs.• Obtain Series 7 & 66 (63 & 65 accepted, in lieu of 66) within 120 days—a requirement for the role.As an advisor, you can look forward to• Unlimited potential for financial growth• A strong referral base from across the business that will give you a leg-up on client acquisition• 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• Leadership opportunities, from leading client and conference seminars to mentoring junior associatesYou’re the kind of person who• 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 customers 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.You’ll be even more prepared if you have• 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 exceededWe’re a culture that• Has a place for everyone committed to the work. We provide 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.• Believes in responsible growth and has a proven dedication to supporting the communities we serve.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.Shift:1st shift (United States of America)Hours Per Week: 40

Merrill Edge Financial Solutions Advisor Development Program- Canal St. & Broadway Mandarin Required Financial Center -NY. - New York

newabout 8 hours ago
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Job Description:Few things impact people’s lives as much as their finances. 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 build a business that makes their 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 you get the necessary training and guidance along a defined path to become the financial advisor you want to be. From marketing yourself to managing a practice, we’ll equip you with everything you need as you move through the stages of development. The Financial Advisor Stage I role is the first step. At this stage, you’ll earn the required licenses, start building the relationships that can shape your career, and be exposed to the products, platforms and tools you need to serve clients.We’ll help you• Get training and one-on-one mentorship from managers who are invested in your success. You’ll enroll in our Consumer Academy to develop as an advisor.• Grow your network to eventually grow your business. Leverage our relationships with one out of two households in the U.S. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike.• Build connections. Work in the center of the financial universe, tapping 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 investment goals, and recommend wealth management strategies to help clients achieve their goals.• Get smart on core banking and investment solutions. Connect clients to all of the solutions we provide through Bank of America and Merrill Lynch to meet virtually all of their financial needs.• Obtain Series 7 & 66 (63 & 65 accepted, in lieu of 66) within 120 days—a requirement for the role.As an advisor, you can look forward to• Unlimited potential for financial growth• A strong referral base from across the business that will give you a leg-up on client acquisition• 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• Leadership opportunities, from leading client and conference seminars to mentoring junior associatesYou’re the kind of person who• 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 customers 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.You’ll be even more prepared if you have• 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 exceededWe’re a culture that• Has a place for everyone committed to the work. We provide 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.• Believes in responsible growth and has a proven dedication to supporting the communities we serve.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.Shift:1st shift (United States of America)Hours Per Week: 40

Evergreen Requisition: Merrill Edge Financial Solutions Advisor Development Program-Greater Mercer County, NJ

newabout 8 hours ago
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Job Description:Few things impact people’s lives as much as their finances. 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 build a business that makes their 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 you get the necessary training and guidance along a defined path to become the financial advisor you want to be. From marketing yourself to managing a practice, we’ll equip you with everything you need as you move through the stages of development. The Financial Advisor Stage I role is the first step. At this stage, you’ll earn the required licenses, start building the relationships that can shape your career, and be exposed to the products, platforms and tools you need to serve clients.We’ll help you• Get training and one-on-one mentorship from managers who are invested in your success. You’ll enroll in our Consumer Academy to develop as an advisor.• Grow your network to eventually grow your business. Leverage our relationships with one out of two households in the U.S. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike.• Build connections. Work in the center of the financial universe, tapping 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 investment goals, and recommend wealth management strategies to help clients achieve their goals.• Get smart on core banking and investment solutions. Connect clients to all of the solutions we provide through Bank of America and Merrill Lynch to meet virtually all of their financial needs.• Obtain Series 7 & 66 (63 & 65 accepted, in lieu of 66) within 120 days—a requirement for the role.As an advisor, you can look forward to• Unlimited potential for financial growth• A strong referral base from across the business that will give you a leg-up on client acquisition• 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• Leadership opportunities, from leading client and conference seminars to mentoring junior associatesYou’re the kind of person who• 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 customers 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.You’ll be even more prepared if you have• 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 exceededWe’re a culture that• Has a place for everyone committed to the work. We provide 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.• Believes in responsible growth and has a proven dedication to supporting the communities we serve.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.Shift:1st shift (United States of America)Hours Per Week: 40

Merrill Edge Financial Solutions Advisor Development Program- Rodgers Forge Area Financial Center- Baltimore, MD - Bank of America

newabout 9 hours ago
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Job Description:Few things impact people’s lives as much as their finances. 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 build a business that makes their 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 you get the necessary training and guidance along a defined path to become the financial advisor you want to be. From marketing yourself to managing a practice, we’ll equip you with everything you need as you move through the stages of development. The Financial Advisor Stage I role is the first step. At this stage, you’ll earn the required licenses, start building the relationships that can shape your career, and be exposed to the products, platforms and tools you need to serve clients.We’ll help you• Get training and one-on-one mentorship from managers who are invested in your success. You’ll enroll in our Consumer Academy to develop as an advisor.• Grow your network to eventually grow your business. Leverage our relationships with one out of two households in the U.S. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike.• Build connections. Work in the center of the financial universe, tapping 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 investment goals, and recommend wealth management strategies to help clients achieve their goals.• Get smart on core banking and investment solutions. Connect clients to all of the solutions we provide through Bank of America and Merrill Lynch to meet virtually all of their financial needs.• Obtain Series 7 & 66 (63 & 65 accepted, in lieu of 66) within 120 days—a requirement for the role.As an advisor, you can look forward to• Unlimited potential for financial growth• A strong referral base from across the business that will give you a leg-up on client acquisition• 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• Leadership opportunities, from leading client and conference seminars to mentoring junior associatesYou’re the kind of person who• 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 customers 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.You’ll be even more prepared if you have• 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 exceededWe’re a culture that• Has a place for everyone committed to the work. We provide 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.• Believes in responsible growth and has a proven dedication to supporting the communities we serve.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.Shift:1st shift (United States of America)Hours Per Week: 40

Merrill Edge Financial Solutions Advisor - Westchester County, NY - White Plains

newabout 9 hours ago
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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.Shift:1st shift (United States of America)Hours Per Week: 40

Merrill Edge Financial Solutions Advisor Development Program- Centreville Financial Center- Centreville, VA

newabout 9 hours ago
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Job Description:Financial Solutions AdvisorAt 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 as a Financial Solutions Advisor and become a specialist in one of over 4,000 locations nationwide. Our award winning Academy offers a defined path to becoming an advisor through a multi-stage training program; one that provides you with dedicated and personalized classes for your Securities Industry licenses along with the necessary experience and skills to succeed in your role. From day one, you will receive hands on training and support to ensure you get your career started right.As a Financial Solutions Advisor, your journey begins working in a financial center where you will learn Bank of America’s core banking and client care approach. You will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to humanizing financial interactions – we’ll equip you with everything you need as you move through the stages of development.At Bank of America, we are dedicated to providing the best possible care and guidance for our clients’ financial lives.  We serve the needs of over 65 Million clients across the country through a growing nationwide footprint and the most advanced digital platform in the financial services industry. If you are passionate about helping clients reach their goals and interested in a career in investments, consider becoming a Merrill Edge Financial Solutions Advisor.We’re looking for the next generation of financial advisors—those with a passion for people and drive to build a business that makes their financial lives better. Going beyond banking and investment strategies, you’ll consider a client’s entire financial picture, and then guide them with advice and solutions to help them live their best financial lives.From day one, you will receive best- in- class training from the award winning Academy Aat Bank of America; including hands- on practice, personalized coaching and dedicated classes for the Securityies Industry Essentials (SIE), Series 7 and Series 66 licenses. With demonstrated success,  you will have unlimited career growth with and the opportunity to advance in many roles within Merrill Edge, Bank of America, Merrill Lynch and U.S. Trust. The Academy will support you along the way with many In Role Development, Mastery and Leadership Development Programs.We’ll help youGet training and one-on-one coaching from Academy managers who are invested in your success.Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses though structured lessons and dedicated study time.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.Get smart on core banking and investment solutions. Connect clients to all of the solutions we provide.Grow your network to eventually grow your business. Leverage our relationships with one out of two households in the U.S. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike.Build connections. Work in the center of the financial universe, tapping into a range of experts, from mortgage lenders to investment analysts.Continuously learn and grow, with on-going career development support and opportunities for advancement with Bank of America, Merrill Lynch and U.S. Trust.As a Financial Solutions Advisor, you can look forward toUnlimited potential for financial growthA strong referral base from across the business that will give you a leg-up on client acquisitionRobust 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 changesLeadership opportunities, from leading client and conference seminars to mentoring junior associatesYou’re the kind of person thatSets and accomplishes goals, achieving whatever you put your mind toIs comfortable in a sales role, finding ways to nurture strong relationships with prospective clientsCommunicates clear and confidently with customers from all walks of lifeWorks well with others and collaborates productively to get things doneCan manage complexity, prioritize tasks and execute in a fast-paced environmentLikes to learn on your feet, adapting to new information and seeking the right solutions for clientsEfficiently manages your time and capacityIs thorough and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clientsYou’ll be even more prepared if you haveStrong computer skills with an ability to multitask in a demanding environmentA bachelor’s degree, or 1-2 years of experience working in the financial service industry and/or a sales environment where goals were met or exceededWe’re a culture thatHas a place for everyone committed to doing the work. We provide 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 worldIs committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needsBelieves in responsible growth and has a proven dedication to supporting the communities we serveShift:1st shift (United States of America)Hours Per Week: 40

Senior Inside Sales Representative

newabout 9 hours ago
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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 team at Bank of America. We’re looking for skilled sales people who can advise and advocate for our clients for their most important financial needs. As part of the Bank of America team, preferred sales specialists listen to client needs and understand which products/services will work best for the client throughout the relationship while providing an exceptional client experience. Preferred sales specialists are sales professionals who work in an inbound contact center and understand that being there for our clients is our number one priority. As a preferred sales specialist, you can look forward to • Working in a fast-paced, changing environment that requires accuracy, multi-tasking and communicating in an efficient manner. • Working in a collaborative environment with a team of professional preferred sales specialists and managers in an inbound call center. • Communicating with clients throughout the entire shift with structured breaks. • Navigating multiple computer systems while interacting with the client. • Listening to, understanding and providing needs-based sales solutions for our clients. • Incentive opportunities for meeting and/or exceeding critical performance standards. • Opportunity for advancement with structured career development paths. • World-class suite of benefits including tuition and child care reimbursement and employee discount programs. We’ll help you • Get training and on-the-job support from managers who are invested in your success. You’ll receive in-depth classroom training, including side-by-side live call handling and continued on-the-job training and coaching. • Learn about core banking products and services we provide through Bank of America. Understand which products/services will work best for the client throughout the relationship and how to uncover their needs using best in class tools and resources. • Provide education to clients. Inform and educate clients on products that are available and will benefit them to meet their needs. You’re a person who (required skills) • Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives. • Has a commitment to teamwork and the flexibility to work the schedule, including weekends and holidays. • Has the ability to engage with clients and seek to understand their needs while actively sharing options using plain language, building rapport and handling objections. • Is comfortable receiving ongoing performance feedback and coaching. • Is comfortable with ongoing change and learning new technology/processes. • Has a minimum of two years of sales experience with cross-selling, upselling or referring products. • Has at least an intermediate level of proficiency with computers. • Is self-motivated with excellent organizational skills. • Has strong decision-making and problem-solving skills. You’ll be better prepared if you have (desired skills) • Experience in the banking/financial industry. • Experience working in a call center. • Experience in telephone sales. 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. Shift: 1st shift (United States of America) Hours Per Week: 40

jobs byAdzuna

Inside Call Center Representative

newabout 9 hours ago
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Job Description: Centralized SB Banker - Inbound operates out of a centralized phone based sales environment and is primarily responsible for providing business and financial products and services to Small Business customers. Identify and address cross-sell opportunities. Serve as resident expert for Small Business products, services, and strategies through the telephone channel. Through inbound calls and the handling of referrals, these associates acquire and deepen Small Business customer relationships with a focus on client delight and retention. Perform tasks such as opening deposit accounts; handling credit, treasury, and payroll referrals from the banking centers; etc. Team with sales and support partners across the enterprise. Required skills: Ability to work within the operating hours and days for this position as outlined in the posted job requisition. 2 years of sales experience with cross-selling, upselling, and/or referring products. Excellent oral communication skills. Ability to work effectively and efficiently and multi-task in a high call volume environment. Self-motivated and results-oriented. Excellent organizational skills. Strong decision making ability. Problem solving skills. Ability to engage with customers, begin a conversation, build rapport, and handle objections. Comfortable with ongoing change and learning new technology/processes. Comfortable receiving ongoing performance feedback and coaching. At least an intermediate ability in computer skills. Ability to navigate multiple computer systems while interacting with the customer. Desired skills: Call center experience. Banking/financial services experience. Telephone sales experience. Shift: 1st shift (United States of America) Hours Per Week: 40

jobs byAdzuna

Inside Sales Representative

newabout 9 hours ago
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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 team at Bank of America. We’re looking for skilled sales people who can advise and advocate for our clients for their most important financial needs. As part of the Bank of America team, preferred sales specialists listen to client needs and understand which products/services will work best for the client throughout the relationship while providing an exceptional client experience. Preferred sales specialists are sales professionals who work in an inbound contact center and understand that being there for our clients is our number one priority. As a preferred sales specialist, you can look forward to • Working in a fast-paced, changing environment that requires accuracy, multi-tasking and communicating in an efficient manner. • Working in a collaborative environment with a team of professional preferred sales specialists and managers in an inbound call center. • Communicating with clients throughout the entire shift with structured breaks. • Navigating multiple computer systems while interacting with the client. • Listening to, understanding and providing needs-based sales solutions for our clients. • Incentive opportunities for meeting and/or exceeding critical performance standards. • Opportunity for advancement with structured career development paths. • World-class suite of benefits including tuition and child care reimbursement and employee discount programs. We’ll help you • Get training and on-the-job support from managers who are invested in your success. You’ll receive in-depth classroom training, including side-by-side live call handling and continued on-the-job training and coaching. • Learn about core banking products and services we provide through Bank of America. Understand which products/services will work best for the client throughout the relationship and how to uncover their needs using best in class tools and resources. • Provide education to clients. Inform and educate clients on products that are available and will benefit them to meet their needs. You’re a person who (required skills) • Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives. • Has a commitment to teamwork and the flexibility to work the schedule, including weekends and holidays. • Has the ability to engage with clients and seek to understand their needs while actively sharing options using plain language, building rapport and handling objections. • Is comfortable receiving ongoing performance feedback and coaching. • Is comfortable with ongoing change and learning new technology/processes. • Has a minimum of two years of sales experience with cross-selling, upselling or referring products. • Has at least an intermediate level of proficiency with computers. • Is self-motivated with excellent organizational skills. • Has strong decision-making and problem-solving skills. You’ll be better prepared if you have (desired skills) • Experience in the banking/financial industry. • Experience working in a call center. • Experience in telephone sales. 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. Shift: 1st shift (United States of America) Hours Per Week: 40

jobs byAdzuna

Client Svcs Rep II

newabout 9 hours ago
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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 Consumer Client Services team at Bank of America. We’re looking for skilled people who will advise and advocate for our clients for their most important service needs. As part of the Bank of America team, client service representatives (CSRs) go beyond processing simple account transactions – you’ll listen to client needs and advise on products and services to support our clients through life events and moments that matter. Anticipate and resolve client concerns with the goal of exceeding each client’s expectations, no matter how large or small the request. CSRs work in an inbound client service contact center that requires sitting and taking calls for the entire shift, with structured breaks. Being there for our clients is our number one priority. In order to do that, we need our employees to adhere to schedules that ensure our clients have every opportunity to connect with a client service professional in their moments that matter. As a client service representative, you can look forward to • Working in a professional, fast-paced environment that requires accuracy, multi-tasking and effectively communicating resolutions in an efficient manner. • Meeting clients in the moments that matter to fully understand the need and fully resolve their situation the first time. • Understanding how clients engage with us using online and mobile technology, financial centers and contact centers to guide them on ways that we can improve their financial life. • Navigating multiple computer applications while interacting with the client. • Listening to, understanding and providing solutions for our client's needs. • Incentive opportunities for meeting and/or exceeding critical performance standards. • A world-class suite of employee benefits, including tuition and child care reimbursement and employee discount programs. • The Consumer Academy, our world-class training program for Consumer and Small Business employees, providing access to the tools and resources you need to invest in your development and build a successful career at Bank of America. • Potential to own your career growth opportunities. We’ll help you • Get training and on-the-job support from managers who are invested in your success. You’ll receive in- depth classroom training, including side-by-side live call handling and continued on-the-job training and coaching. • Learn about core banking products and services we provide through Bank of America. Understand which products/services will work best for the client throughout the relationship and how to successfully resolve client requests using best-in-class tools and resources. • Provide education to clients. Inform and educate clients on how to conduct simple transactions through self-service technologies that benefit them. You’re a person who (required skills) • Displays passion, integrity, commitment and drive to deliver a positive, differentiated service that improves our clients’ financial lives. • Fully understands how life events can impact a client’s financial situation and is prepared to actively advise solutions and analyze/resolve complex client problems through creative solutions. • Has a commitment to excellent attendance and proven reliability and can work the agreed upon schedule. • Has a dependable team-player attitude with an understanding that calls must be handled immediately, including weekends and holidays. • Communicates effectively and confidently with all clients to make their financial lives better. • Has the ability to engage with clients – begin a conversation, anticipate questions, actively share information using plain language, build rapport and handle objections. • Is comfortable receiving ongoing performance feedback and coaching. • Is comfortable with ongoing change and learning new technology/processes. • Has 1 year of customer/client service experience, including experience handling difficult client situations. • Has at least an intermediate level of proficiency with computers and current technology. You’ll be better prepared if you have (desired skills and qualifications) • 1 year of experience in the banking/financial industry. • 1 year of experience working in a client service call center. 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. Shift: 1st shift (United States of America) Hours Per Week: 40

jobs byAdzuna

Fraud Client Services Representative

newabout 9 hours ago
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Job Description: At Bank of America, we are 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 Consumer Client Services team at Bank of America and help preserve our client’s financial security. We’re looking for skilled people that can think critically and use good, sound judgment when reviewing client accounts for possible fraudulent activity. As part of the Bank of America team, Fraud Client Service Representatives (FCSRs) go beyond reviewing and analyzing simple account transactions, you’ll assess the level of risk and make decisions which directly impact the client experience during life events and moments that matter. Anticipate and resolve client concerns with the goal of exceeding each client’s expectations, no matter how large or small the request. Fraud Client Service Reps work in an inbound client service contact center that requires sitting and taking calls for the entire shift, with structured breaks. Being there for our clients is our number one priority. In order to do that, we need our associates to adhere to their schedules to ensure our clients have every opportunity to connect with a client service professional in their moments that matter. 2nd and 3rd shift schedules are currently available. As a Client Service Representative, you can look forward to Working in a professional, fast paced environment that requires accuracy, multi-tasking, and clearly communicating resolutions in an efficient manner Meeting clients in the moments that matter to fully understand the need and fully resolve their situation the first time Understanding how clients engage with us via technology (online, mobile), financial center and contact center to guide them on ways that we can improve their financial life Navigating multiple computer applications while interacting with the client Listening to, understanding, and providing solutions for our client's needs Incentive opportunities for meeting and/or exceeding critical performance standards Premier suite of benefits including tuition, child care reimbursement and employee discount programs The Consumer Academy, our world-class training program for Consumer & Small Business employees, providing access to the tools and resources you need to invest in your development and build a successful career at Bank of America Potential to own your career growth opportunities We’ll help you Get training and on-the-job support from managers who are invested in your success. You’ll receive in-depth classroom training, including side-by-side live call handling and continued on the job training and coaching Learn about core banking products and services we provide through Bank of America. Understand which products/services will work best for the client throughout the relationship, and how to successfully resolve client requests using best in class tools and resources Provide education to clients. Inform and educate clients on how to conduct simple transactions through self-service technologies that benefit the You’re a person who (required skills) Displays passion, integrity, commitment and drive to deliver a positive, differentiated service that improves our clients’ financial lives Fully understands how life events can impact a client’s financial situation and is prepared to actively advise solutions and analyze/resolve complex client problems through creative solutions Has a commitment to excellent attendance and proven reliability and can work the agreed upon schedule Has a dependable team-player attitude with an understanding that calls must be handled immediately, including weekends and holidays Communicates effectively and confidently with all clients to make their financial lives better Has the ability to engage with clients – begin a conversation, anticipate what questions a client will have, actively share information using plain language, build rapport, and handle objections Is comfortable receiving ongoing performance feedback and coaching Is comfortable with ongoing change and learning new technology/processes Has 1 year of customer/client service experience, including experience handling difficult client situations Has at least an intermediate level of proficiency with computers and current technology Great customer service and multitask You’ll be better prepared if you have (desired skills) 2 years of client service call center or equivalent customer service experience preferred 1 years of experience in the Banking/Financial industry College degree or commensurate work experience Knowledge with troubleshooting mobile devices and internal browsers 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 his/her 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 Shift: 2nd shift (United States of America) Hours Per Week: 40

jobs byAdzuna

Inside Call Center Representative

newabout 9 hours ago
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Job Description: Centralized SB Banker - Inbound operates out of a centralized phone based sales environment and is primarily responsible for providing business and financial products and services to Small Business customers. Identify and address cross-sell opportunities. Serve as resident expert for Small Business products, services, and strategies through the telephone channel. Through inbound calls and the handling of referrals, these associates acquire and deepen Small Business customer relationships with a focus on client delight and retention. Perform tasks such as opening deposit accounts; handling credit, treasury, and payroll referrals from the banking centers; etc. Team with sales and support partners across the enterprise. Required skills: Ability to work within the operating hours and days for this position as outlined in the posted job requisition. 2 years of sales experience with cross-selling, upselling, and/or referring products. Excellent oral communication skills. Ability to work effectively and efficiently and multi-task in a high call volume environment. Self-motivated and results-oriented. Excellent organizational skills. Strong decision making ability. Problem solving skills. Ability to engage with customers, begin a conversation, build rapport, and handle objections. Comfortable with ongoing change and learning new technology/processes. Comfortable receiving ongoing performance feedback and coaching. At least an intermediate ability in computer skills. Ability to navigate multiple computer systems while interacting with the customer. Desired skills: Call center experience. Banking/financial services experience. Telephone sales experience. Shift: 1st shift (United States of America) Hours Per Week: 40

jobs byAdzuna

Senior Fraud Analyst Back Office

newabout 9 hours ago
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Job Description: At Bank of America, we are 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 by joining our Fraud Detection team. We are looking for teammates who can help us meet the needs of our clients and the bank by detecting fraudulent attempts, mitigating loss, and remediating client impacts because client protection and security is our top priority. As part of our team, Detection Analysts perform complex judgmental reviews of high risk activity to maximize approval of legitimate transactions, minimize client impact at the Point of Sale, identify fraudulent activity and restrict account activity, when necessary, to avoid further risks. Detection Analysts benefit from in-depth training and have opportunities for ongoing professional development and career growth. We’ll help you: Get training and one-on-one career coaching from managers who are invested in your success. You’ll also receive additional development through our Consumer Academy to help you succeed in your role. Provide clients with a personalized experience by helping them- through exceptional client care- navigate fraud/security events Continuously learn fraud trends by using resources and technologies to optimize judgmental reviews. As a Senior Fraud Analyst, you can look forward to Protecting our clients. Making them aware if their personal information has been compromised and letting them to know we are here to help them every step of the way. Educating clients. Informing them on how to protect their information and avoid scams. Ongoing professional development to deepen your skills and optimize your expertise as the industry evolves and changes. Opportunities to connect with experts. A world-class suite of employee benefits. You’re a person who (required skills) Has prior experience in Retail Fraud Servicing, Claims or Fraud Detection Has strong analytical & organizational skills and demonstrates the ability to solve complex problems by reviewing related information. Is able to multi-task, including researching information through multiple systems, in order to make judgmental decisions based on the data reviewed. Demonstrates a strong sense of urgency and is able to work in a fast-paced, ever-changing environment with a strong focus on risk mitigation and client experience Is comfortable taking inbound or making outbound calls to clients in a high production focused environment. Communicates effectively and confidently and is comfortable engaging all clients. Has the ability to learn and adapt to new information and technology platforms. Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. Efficiently manages your time and capacity. Can be flexible to work weekends and/or extended hours as needed. You’ll be better prepared if you have (desired skills) Experience working in an environment where both individual and team goals are routinely met or exceeded. 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 backgrounds or experiences. 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 the communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital. 1st and 2nd shift schedules are available. Shift: 2nd shift (United States of America) Hours Per Week: 40

jobs byAdzuna

Bilingual Client Support Representative

newabout 9 hours ago
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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 Consumer Client Services team at Bank of America. We’re looking for skilled people who will advise and advocate for our clients for their most important service needs. As part of the Bank of America team, client service representatives (CSRs) go beyond processing simple account transactions – you’ll listen to client needs and advise on products and services to support our clients through life events and moments that matter. Anticipate and resolve client concerns with the goal of exceeding each client’s expectations, no matter how large or small the request. CSRs work in an inbound client service contact center that requires sitting and taking calls for the entire shift, with structured breaks. Being there for our clients is our number one priority. In order to do that, we need our employees to adhere to schedules that ensure our clients have every opportunity to connect with a client service professional in their moments that matter. As a client service representative, you can look forward to • Working in a professional, fast-paced environment that requires accuracy, multi-tasking and effectively communicating resolutions in an efficient manner. • Meeting clients in the moments that matter to fully understand the need and fully resolve their situation the first time. • Understanding how clients engage with us using online and mobile technology, financial centers and contact centers to guide them on ways that we can improve their financial life. • Navigating multiple computer applications while interacting with the client. • Listening to, understanding and providing solutions for our client's needs. • Incentive opportunities for meeting and/or exceeding critical performance standards. • A world-class suite of employee benefits, including tuition and child care reimbursement and employee discount programs. • The Consumer Academy, our world-class training program for Consumer and Small Business employees, providing access to the tools and resources you need to invest in your development and build a successful career at Bank of America. • Potential to own your career growth opportunities. We’ll help you • Get training and on-the-job support from managers who are invested in your success. You’ll receive in- depth classroom training, including side-by-side live call handling and continued on-the-job training and coaching. • Learn about core banking products and services we provide through Bank of America. Understand which products/services will work best for the client throughout the relationship and how to successfully resolve client requests using best-in-class tools and resources. • Provide education to clients. Inform and educate clients on how to conduct simple transactions through self-service technologies that benefit them. You’re a person who (required skills) • Displays passion, integrity, commitment and drive to deliver a positive, differentiated service that improves our clients’ financial lives. • Fully understands how life events can impact a client’s financial situation and is prepared to actively advise solutions and analyze/resolve complex client problems through creative solutions. • Has a commitment to excellent attendance and proven reliability and can work the agreed upon schedule. • Has a dependable team-player attitude with an understanding that calls must be handled immediately, including weekends and holidays. • Communicates effectively and confidently with all clients to make their financial lives better. • Has the ability to engage with clients – begin a conversation, anticipate questions, actively share information using plain language, build rapport and handle objections. • Is comfortable receiving ongoing performance feedback and coaching. • Is comfortable with ongoing change and learning new technology/processes. • Has 1 year of customer/client service experience, including experience handling difficult client situations. • Has at least an intermediate level of proficiency with computers and current technology. You’ll be better prepared if you have (desired skills and qualifications) • 1 year of experience in the banking/financial industry. • 1 year of experience working in a client service call center. 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. Shift: 1st shift (United States of America) Hours Per Week: 40

jobs byAdzuna

Inbound Call Center Sales Agent

newabout 9 hours ago
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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 team at Bank of America. We’re looking for skilled sales people who can advise and advocate for our clients for their most important financial needs. As part of the Bank of America team, Advanced Client Solutions sales agents listen to client needs and understand which products/services will work best for the client throughout the relationship while providing an exceptional client experience. ACS sales agents are sales professionals who work in an inbound contact center and understand that being there for our clients is our number one priority. As an ACS sales agent, you can look forward to Working in a fast-paced, changing environment that requires accuracy, multi-tasking and communicating in an efficient manner. Working in a collaborative environment with a team of professional preferred sales agents and managers in an inbound call center. Communicating with clients throughout the entire shift with structured breaks. Navigating multiple computer systems while interacting with the client. Listening to, understanding and providing needs-based sales solutions for our clients. Incentive opportunities for meeting and/or exceeding critical performance standards. Opportunity for advancement with structured career development paths. World-class suite of benefits including tuition and child care reimbursement and employee discount programs. We’ll help you Get training and on-the-job support from managers who are invested in your success. You’ll receive in-depth classroom training, including side-by side-live call handling and continued on-the-job training and coaching. Learn about core banking products and services we provide through Bank of America. Understand which products/services will work best for the client throughout the relationship and how to uncover their needs using best in class tools and resources. Provide education to clients . Inform and educate clients on products that are available and will benefit them to meet their needs. You’re a person who (required skills) Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives. Has a commitment to teamwork and the flexibility to work the schedule, including weekends and holidays. Has the ability to engage with clients and seek to understand their needs while actively sharing options using plain language, building rapport and handling objections. Is comfortable receiving ongoing performance feedback and coaching. Is comfortable with ongoing change and learning new technology/processes. Has a minimum of one year of sales experience with cross-selling, upselling or referring products. Has at least an intermediate level of proficiency with computers. Is self-motivated with excellent organizational skills. Has strong decision-making and problem-solving skills. You’ll be better prepared if you have (desired skills) Experience in the banking/financial industry. Experience working in a call center. Experience in telephone sales. 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. Shift: 2nd shift (United States of America) Hours Per Week: 40

jobs byAdzuna

Merrill Edge Financial Solutions Advisor Development Program - Point Pleasant Boro, NJ area

newabout 9 hours ago
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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 as a Financial Solutions Advisor and become a specialist in one of over 4,000 locations nationwide. Our award winning Academy offers a defined path to becoming an advisor through a multi-stage training program; one that provides you with dedicated and personalized classes for your Securities Industry licenses along with the necessary experience and skills to succeed in your role. From day one, you will receive hands on training and support to ensure you get your career started right.As a Financial Solutions Advisor, your journey begins working in a financial center where you will learn Bank of America’s core banking and client care approach. You will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to humanizing financial interactions – we’ll equip you with everything you need as you move through the stages of development.At Bank of America, we are dedicated to providing the best possible care and guidance for our clients’ financial lives.  We serve the needs of over 65 Million clients across the country through a growing nationwide footprint and the most advanced digital platform in the financial services industry. If you are passionate about helping clients reach their goals and interested in a career in investments, consider becoming a Merrill Edge Financial Solutions Advisor.We’re looking for the next generation of financial advisors—those with a passion for people and drive to build a business that makes their financial lives better. Going beyond banking and investment strategies, you’ll consider a client’s entire financial picture, and then guide them with advice and solutions to help them live their best financial lives.From day one, you will receive best- in- class training from the award winning Academy Aat Bank of America; including hands- on practice, personalized coaching and dedicated classes for the Securityies Industry Essentials (SIE), Series 7 and Series 66 licenses. With demonstrated success,  you will have unlimited career growth with and the opportunity to advance in many roles within Merrill Edge, Bank of America, Merrill Lynch and U.S. Trust. The Academy will support you along the way with many In Role Development, Mastery and Leadership Development Programs.We’ll help youGet training and one-on-one coaching from Academy managers who are invested in your success.Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses though structured lessons and dedicated study time.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.Get smart on core banking and investment solutions. Connect clients to all of the solutions we provide.Grow your network to eventually grow your business. Leverage our relationships with one out of two households in the U.S. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike.Build connections. Work in the center of the financial universe, tapping into a range of experts, from mortgage lenders to investment analysts.Continuously learn and grow, with on-going career development support and opportunities for advancement with Bank of America, Merrill Lynch and U.S. Trust.As a Financial Solutions Advisor, you can look forward toUnlimited potential for financial growthA strong referral base from across the business that will give you a leg-up on client acquisitionRobust 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 changesLeadership opportunities, from leading client and conference seminars to mentoring junior associatesYou’re the kind of person thatSets and accomplishes goals, achieving whatever you put your mind toIs comfortable in a sales role, finding ways to nurture strong relationships with prospective clientsCommunicates clear and confidently with customers from all walks of lifeWorks well with others and collaborates productively to get things doneCan manage complexity, prioritize tasks and execute in a fast-paced environmentLikes to learn on your feet, adapting to new information and seeking the right solutions for clientsEfficiently manages your time and capacityIs thorough and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clientsYou’ll be even more prepared if you haveStrong computer skills with an ability to multitask in a demanding environmentA bachelor’s degree, or 1-2 years of experience working in the financial service industry and/or a sales environment where goals were met or exceededWe’re a culture thatHas a place for everyone committed to doing the work. We provide 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 worldIs committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needsBelieves in responsible growth and has a proven dedication to supporting the communities we serveShift:1st shift (United States of America)Hours Per Week: 40

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