Home
/
Comprehensive
/
Advisor Development Program - Financial Solutions Advisor Trainee: Midway Financial Center
Advisor Development Program - Financial Solutions Advisor Trainee: Midway Financial Center-October 2024
Saint Paul
Oct 29, 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: Midway Financial Center

  Advisor Development Program - Financial Solutions Advisor Trainee: Midway Financial Center

  Saint Paul, Minnesota

  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
DEI Program Manager
Job Type: Officer of AdministrationBargaining Unit:Regular/Temporary: RegularEnd Date if Temporary:Hours Per Week: 35Standard Work Schedule:Building:Salary Range: $80,000-$90,000The salary of the fin
Customer Experience Associate - Regent Park Branch (22.50 Hours/Week)
...
Resiliency Exercise & Testing Lead Business Execution Consultant
About this role : Wells Fargo is seeking a Resiliency Exercise & Testing Lead Business Execution Consultant to lead the Consumer Operation's participation in enterprise-wide technology and non-te
COUNT TEAM MEMBER
What would I be doing? The Count Team Member is responsible for the activities in the Count Room to ensure the integrity of currency counting derived from the gaming floor, as well as ensuring compli
Sr Network Engineer
At ServiceNow, our technology makes the world work for everyone, and our people make it possible. We move fast because the world can’t wait, and we innovate in ways no one else can for our customers
KJUS | Executive Assistant - 2869
At KJUS, we have successfully pursued our vision of designingthe best ski, golf, and lifestyle apparel since launching back in 2000.Renowned for our uncompromising innovations, we produce award-winni
Fire Sprinkler Foreman
Established in 2009, Impact Fire Services was the vision of a group of experienced industry professionals that wanted to build a best-in-class fire protection and life safety company. Through superio
Electrical Assembler-Immediate Hiring
...
Truck Care Tire Technician
Req ID: 429063 Address: 8909 N Brisbin Rd Morris, IL, 60450 Benefits: * Paid Time Off * Flexible Scheduling * 401(k) – 100% match up to 5% * Medical/Dental/Vision Insurance after 30 days * Competitiv
Network Engineer (TS/SCI eligible)
Overview Aegis Aerospace is seeking aNetwork Engineer (TS/SCI eligible)to join our team in Albuquerque, New Mexico. This role is part of a fast-paced and dynamic environment with experienced engineer
Copyright 2023-2024 - www.zdrecruit.com All Rights Reserved