15 hours
2017-11-162017-12-16

Financial Solutions Advisor (Opportunity to obtain Series 7 – Class of June 2018) - Chandler

Bank of America
  • Job Code
    bankofamerica-17061331ChandlerAZ
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Company Bank of America

Job Title Financial Solutions Advisor (Opportunity to obtain Series 7 – Class of June 2018) - Chandler

Jobid bankofamerica-17061331ChandlerAZ

Location: Chandler, AZ, 85286, USA

Description **Job Description:**



The primary role of the Financial Solutions Advisor Trainee is to acquire the necessary licenses and training to become a Financial Solutions Advisor. In addition to studying and acquiring 7 & 66 licenses (63 & 65 in lieu of 66), FSA Trainees will be required to complete the new hire training program, including classroom and on the job training activities. Once a FSA Trainee acquires all required licenses, completes training activities and passes all proficiency assessments, they will transition into a full time Financial Solutions Advisor. 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.



Financial Solutions Advisors help clients meet their financial needs and life priorities through the delivery of holistic investment advice and banking strategies. As a Financial Solutions Advisor, you do not have to build a book from scratch – you deepen relationships with existing Merrill Edge investment clients and Bank of America banking clients. Variable compensations is earned through the quality of the advice you deliver, the satisfaction of the clients who work with you and the relationships you deepen.



**You will:**



+ Have the opportunityto make a meaningful difference in the financial lives of others

+ Deepen client relationships by delivering world-class customer care and investment expertise

+ Learn to deliver holistic financial advice and investment solutions to meet the needs of clients

+ Earn a competitive base salary with opportunities for uncapped earning potential and career growth in a fast-pace culture



**The Ideal Candidate is:**



+ Highly self-motivated andgoal-orientated

+ Client-focused with a passion for excellence and positive team attitude

+ Eager to joina company awarded for Outstanding Customer Service Experience 6 years in a row by JD Power₁

+ Committed to earn the Series7 & 66 securitieslicenses within90-120days



**Benefits:**



+ Nationally recognized New Hire Training Program, with4-5months of full time paid training

+ Pay for performancebonuses

+ Top tier benefits through Bank of America – such as 401k match, medical/dental, tuition reimbursement, childcare assistance, paid vacation time

+ Access to Employee Networks such as: Women’sLeadership,LGBTPride,BlackProfessionals,AsianLeadership,Military SupportAwareness, Inter-Generational, Disability Advocacy and many others



**Qualifications**

**Required:**



+ Series 7 and Series 66 (or both the 63 and 65) is required; if not currently held, Series 7 & 66 must be obtained within 120 days

+ Communicate effectively

+ Strong computer skills with an ability to multitask in a fast paced environment

+ Requires basic knowledge of the organization, products and/or services

+ Ability to adapt and seek solutions for customers in a fast-paced environment

+ Bachelor’s degree, or 1-2 years relevant work experience



**Preferred:**



+ Bachelor Degree with graduation between May 2017 through June 2018

+ Proven ability to meet and exceed sales, productivity and quality monitoring goals

+ Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy

+ Excellent interpersonal, leadership and oral/written communication skills

+ Strong organizational and teamwork skills

+ Capable of multi tasking and working efficiently under stress and high volume

+ Demonstrated passion and interest in financial markets

+ Financial services industry experience



Merrill Edge is unable to consider candidates that will require visa sponsorship now, or in the future, for this specific role.



**Posting Date** : 09/07/2017



**Location** :

Chandler, AZ, 2555 W. CHANDLER BLVD., 2555 W CHANDLER BLVD,

- United States



**Travel** : No



**Full / Part-time** : Full time



**Hours Per Week** : 40



**Shift** : 1st shift



**Assistance for Applicants with Disabilities**



Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please visit the Applicants with Disabilities page at http://careers.bankofamerica.com/us/applicants-with-disabilities .



**Diversity & Inclusion**



At Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.



**Frequently Asked Questions**



Need to know how to apply online, view a list of your submitted job applications or reset your password? Visit our FAQ at http://careers.bankofamerica.com/us/faq section for answers to these questions and more.



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Financial Solutions Advisor (Opportunity to obtain Series 7 – Class of June 2018) - Chandler

Bank of America

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Financial Solutions Advisor (Opportunity to obtain Series 7 – Class of June 2018) - Chandler

Bank of America

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