Finance Consultant
2 weeks ago
National Financial Solutions Advisor I (Pennington, NJ) (Series 7 Required) page is loaded National Financial Solutions Advisor I (Pennington, NJ) (Series 7 Required)
Apply locations Pennington time type Full time posted on Posted 6 Days Ago job requisition id 24004067 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 Solutions Advisors—those with a passion for growing a long-term career and a drive to make our clients’ financial lives better.
Through a contact center environment, FSAs leverage the Bank of America and Merrill offering model and collaborate with business partners to provide deliver the full power of the Enterprise by providing advice to help our clients achieve their financial goals; solutions include investment, banking, and lending. FSAs set clear expectations to create a smooth transition and continuation of the Bank of America/Merrill relationship.
As a National Financial Solutions Advisor (NFSA I) , your journey begins with being taught the foundational skills needed to be an advisor. Through a contact center environment, FSAs leverage the Bank of America and Merrill offering model, and collaborate with business partners to deliver the full power of the Enterprise by providing advice to help our clients achieve their financial goals; solutions include investment, banking, and lending. FSAs set clear expectations to create a smooth transition and continuation of the Bank of America/Merrill relationship.
Once you have demonstrated success, you will have the opportunity to advance in many roles within Bank of America and Merrill, typically progressing into the next level of Financial Solutions Advisor. We’ll help you • Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. • Get training and one-on-one coaching from Academy managers who are invested in your success. • Build your network. S. to help eventually grow your business. • 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. • Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.
As a Financial Solutions Advisor, you can look forward to
• Unlimited potential for financial growth. • Building a portfolio of clients by providing exceptional client care with industry leading products, services, and education. • Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.
Believes in responsible growth and has a proven dedication to supporting the communities we serve. • Provides 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 thorough, and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients.
A bachelor’s degree, and 0-2 years of experience working in the financial service industry and/or a metrics-based sales environment where goals were met or exceeded. • Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships. • Strong computer skills with an ability to multitask in a demanding environment. Shift:
1st shift (United States of America) Hours Per Week:
Bank of America is committed to help employees through the transition period when they’re displaced as a result of a workforce reduction, realignment or similar measure. Please review the resume writing and interviewing tips provided below to help prepare you for your next career opportunity.
Regardless of the position you are interested in, the starting points to building your resume are the same:
Considerations when writing a resume
• Do use high quality, white or light colored 8½ x 11 paper. For example, don't mention your fondness for swimming unless you want to work on the water.)
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