Home
/
Comprehensive
/
Advisor Development Program - Financial Solutions Advisor Trainee: Little Creek Financial Center
Advisor Development Program - Financial Solutions Advisor Trainee: Little Creek Financial Center-November 2024
Norfolk
Nov 23, 2024
ABOUT BANK OF AMERICA
Bank of America is a leading financial institution, serving consumers, small businesses, and large corporations with a full range of banking, investing, and other financial products and services.
10,000+ employees
Financial Services
VIEW COMPANY PROFILE >>
About Advisor Development Program - Financial Solutions Advisor Trainee: Little Creek Financial Center

  Advisor Development Program - Financial Solutions Advisor Trainee: Little Creek Financial Center

  Norfolk, Virginia

  Job Description:

  As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.

  Once you have demonstrated success as a licensed ADP Financial Solutions Advisor Stage I, you will typically progress onto the next stage of ADP as a Merrill Financial Solutions Advisor (MFSA). In that role you will transition to a local Merrill Wealth Management office and continue to practice the skills you’ve learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will then have the opportunity to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.

  This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

  Required skills:

  • Sets and accomplishes goals, achieving whatever you put your mind to.

  • Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients.

  • Communicates clearly and confidently with clients from all walks of life.

  • Works well with others and collaborates productively to get things done.

  • Can manage complexity, prioritize tasks and execute in a fast-paced environment.

  • Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.

  • Efficiently manages your time and capacity.

  • Is thorough and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients.

  Desired skills:

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

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

  • Experience assessing client needs,identifying/recommendingsolutions, and building/managing client relationships.

  Shift:

  1st shift (United States of America)

  Hours Per Week:

  40

  Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

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

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

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

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

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Registered Nurse II - Interventional Radiology - DAYS- 10 Hour Days
Job Description Would you like to be part of a team of colleagues that employs pioneering, state-of-the-art techniques to treat a variety of conditions with less risk, less pain and a shorter recover
Food Service Worker - Tonawanda City SD
Job Description The Food Service Worker will assist the manager with food/meal preparation; maintain cash receipts and meal records. Assist manager in completing daily reports. Maintain high standard
Advisory - Senior Consultant - SAP Treasury
Deloitte is one of the leading professional services organizations in the United States specializing in audit , tax , consulting , and financial advisory services with clients in more than 20 industr
Restaurant Crew
Overview: Starting hiring pay range (based on location, experience, qualifications, etc.): $15 / hour As a Cook at Raising Cane’s, you will set the pace of the Restaurant by ensuring all of the food
BSWH- Floor Technician
Job Description The Floor Technician is responsible for floor maintenance, restoration, and the operation of industrial floor care equipment in assigned location(s). Essential functions and responsib
Production Associate - Garment Hanger/Inspector - Cleanroom
Requisition Number: 163098 Job Description Cintas is seeking a Production Associate - Garment Hanger/Inspector - Cleanroom to support the Rental Division. The Garment Hanger/Inspector is responsible
General Labor Day Shift Applicants
Company DescriptionFoster Farms has been serving families since 1939. Since the founding days, Foster Farms has always been committed to providing consumers with the highest-quality, best-tasting pou
Housekeeping Lead
Description Location: Yampa Valley Medical Center- Steamboat Springs, CO Department: Environmental Services Work Schedule: Full Time Evenings (40 hours/week) Summary: Leads team members of an assigne
Loan Support Analyst - Treasury - Midland
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work
FP&A - Financial Analyst
Job Description The Lead Financial Analyst is responsible for providing financial support to North America Application Consulting organization and reports directly into Finance Director. This role is
Copyright 2023-2024 - www.zdrecruit.com All Rights Reserved