Home
/
Comprehensive
/
Advisor Development Program - Financial Solutions Advisor Trainee: Nolensville Road Financial Center
Advisor Development Program - Financial Solutions Advisor Trainee: Nolensville Road Financial Center-November 2024
Nashville
Nov 22, 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: Nolensville Road Financial Center

  Advisor Development Program - Financial Solutions Advisor Trainee: Nolensville Road Financial Center

  Nashville, Tennessee

  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
ASSISTANT STORE MANAGER
Store Family Dollar General Summary : Work where you love to shop! Family Dollar is hiring in your neighborhood. Avoid long commutes and set your own course to success by applying today. We offer gen
Project Manager - Construction Materials Testing
Project Manager - Construction Materials Testing Professional Service Industries, Inc. (Intertek-PSI) is searching for a Project Manager to join our Building & Construction team in our Houston, T
Program Director (Manger VI) 2024-29
Program Director - Austin, TexasThe Office of the Governor is looking for a Program Director (Manger VI) to work in the Economic Development and Tourism Office (EDT) - Texas CHIPS Office. Who We AreT
Product Manager Arteriovenous Access and Carotid – Western Europe
Careers that Change Lives The Peripheral Vascular Health (PVH) Operating Unit is dedicated to the treatment of peripheral arterial and venous diseases. We offer our physician customers a comprehensiv
Sr. Engineer – WLAN VI uFW
Company: Qualcomm India Private Limited Job Area: Engineering Group, Engineering Group > Hardware Engineering General Summary: Master’s degree in Engineering with relevant major subjects. · Outsta
Retail Cashier
At DICK’S Sporting Goods, we believe in how positively sports can change lives. On our team, everyone plays a critical role in creating confidence and excitement by personally equipping all athletes
Program Financial Analyst II
As a Program Financial Analyst, you will be using your skills and expertise to review, monitor, and control project data in support of our internal and external project reporting. You'll be responsib
Intern -- Transmission Line Engineer
Description As an Associate Intern, you will be assigned to work on a project team and assist the Transmission Line Engineering team members in the execution of their project work. These projects may
Weekender Pharmacist- SIGN ON BONUS ELIGIBLE
Provides pharmacy services and ensures the appropriate selection, dosing, administration, and dispensing of medication orders. This position will work a part-time schedule (either 4-10s or 3-12s plus
Premium Audit Auditor
Premium Audit Auditor 109956 Zurich is currently looking for a Premium Audit Auditor specializing in Construction Wrap Up. This role will ideally be located at our corporate headquarters in Schaumbur
Copyright 2023-2024 - www.zdrecruit.com All Rights Reserved