Consumer Investments Financial Solutions Advisor - Northwest Region
Company: Bank of America
Location: Beaverton
Posted on: November 25, 2022
|
|
|
Job Description:
Consumer Investments Financial Solutions Advisor - Northwest
Region
Coeur D Alene, Idaho;Olympia, Washington; Auburn, Washington;
Lynnwood, Washington; Bothell, Washington; Issaquah, Washington;
Stanwood, Washington; Snohomish, Washington; Sammamish, Washington;
Beaverton, Oregon; Mill Creek, Washington; Monroe, Washington;
Marysville, Washington; Lynnwood, Washington; Kenmore, Washington;
Mukilteo, Washington; Lynnwood, Washington; Edmonds, Washington;
Bellingham, Washington; Duvall, Washington; Burlington, Washington;
Coeur D Alene, Idaho; Bellingham, Washington; Lynnwood, Washington;
BELLEVUE ON 2ND (WA3189), Bellevue; Seattle, Washington; Seattle,
Washington; Tukwila, Washington; Seattle, Washington; Seattle,
Washington; Seattle, Washington; Seattle, Washington; Kirkland,
Washington; Sammamish, Washington; Renton, Washington; Renton,
Washington; Redmond, Washington; Seattle, Washington; Seattle,
Washington; Seattle, Washington; Redmond, Washington; Redmond,
Washington; Seattle, Washington; Mercer Island, Washington;
Seattle, Washington; Seattle, Washington; Kirkland, Washington;
Everett, Washington; Seattle, Washington; Kirkland, Washington;
Kirkland, Washington; Seattle, Washington; Seattle, Washington;
Seattle, Washington; Renton, Washington; Bellevue, Washington; Des
Moines, Washington; Seattle, Washington; Seattle, Washington;
Seattle, Washington; Seattle, Washington; Shoreline, Washington;
Seattle, Washington; Shoreline, Washington; Redmond, Oregon; Bend,
Oregon; Bend, Oregon; Spokane, Washington; Spokane, Washington;
Richland, Washington; Eugene, Oregon; Liberty Lake, Washington;
Kennewick, Washington; Portland, Oregon; Salem, Oregon; Hillsboro,
Oregon; Vancouver, Washington; Portland, Oregon; West Linn, Oregon;
Clackamas, Oregon; Battle Ground, Washington; Portland, Oregon;
Vancouver, Washington; Portland, Oregon; Portland, Oregon;
Portland, Oregon; Portland, Oregon; Portland, Oregon; Hillsboro,
Oregon; Oregon City, Oregon; Lake Oswego, Oregon; Lake Oswego,
Oregon; Gresham, Oregon; Beaverton, Oregon; Beaverton, Oregon;
Poulsbo, Washington; Port Orchard, Washington; Bainbridge Island,
Washington; Maple Valley, Washington; Tacoma, Washington; Federal
Way, Washington; Tacoma, Washington; Puyallup, Washington; Tacoma,
Washington; Lakewood, Washington; Lacey, Washington; Kent,
Washington; Gig Harbor, Washington; Federal Way, Washington; Bonney
Lake, Washington
At Bank of America, we're guided by a common purpose to help make
financial lives better by connecting clients and communities to the
resource they need to be successful. Make a difference where it
counts by joining our industry-leading wealth management team at
Bank of America and Merrill Lynch. We're looking for the next
generation of financial advisors-those with a passion for people
and drive to make clients' financial lives better. Going beyond
portfolios and investment strategies, you'll consider a client's
entire, complex financial picture, and then guide them with advice
and solutions to help them live their best financial lives.
The Advisor Development Program will help provide you with the
necessary training and guidance through a defined path to become
the financial advisor you want to be. From marketing yourself to
managing your own practice, we'll equip you with everything you
need as you move through the stages of development. The Financial
Center Financial Solutions Advisor role is a pivotal entry point
for experienced advisors looking to grow in a world-class
organization. At this stage, you'll fully immerse yourself in the
financial lives of our clients, while building strong relationships
across Bank of America. As your career grows, you'll be exposed to
new and exciting products, platforms and tools to help you serve
your clients and deliver exceptional care.
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.
**We'll help you**
**As an advisor, you can look forward to**
**You're a person who (required skills)**
**You'll be better prepared if you have (desired skills)**
**We're a culture that**
H5
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
**Weekly Schedule:**
Monday-Friday open to close of banking center + some Saturdays
**Referral Bonus Amount:**
5000
At Bank of America, we're guided by a common purpose to help make
financial lives better by connecting clients and communities to the
resource they need to be successful. Make a difference where it
counts by joining our industry-leading wealth management team at
Bank of America and Merrill Lynch. We're looking for the next
generation of financial advisors-those with a passion for people
and drive to make clients' financial lives better. Going beyond
portfolios and investment strategies, you'll consider a client's
entire, complex financial picture, and then guide them with advice
and solutions to help them live their best financial lives.
The Advisor Development Program will help provide you with the
necessary training and guidance through a defined path to become
the financial advisor you want to be. From marketing yourself to
managing your own practice, we'll equip you with everything you
need as you move through the stages of development. The Financial
Center Financial Solutions Advisor role is a pivotal entry point
for experienced advisors looking to grow in a world-class
organization. At this stage, you'll fully immerse yourself in the
financial lives of our clients, while building strong relationships
across Bank of America. As your career grows, you'll be exposed to
new and exciting products, platforms and tools to help you serve
your clients and deliver exceptional care.
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.
**We'll help you**
**As an advisor, you can look forward to**
**You're a person who (required skills)**
**You'll be better prepared if you have (desired skills)**
**We're a culture that**
1st shift (United States of America)
**Hours Per Week:**
40
Learn more about this role
Transcript
---
At Bank of America, I get to make a difference every day.
**On screen copy:**
Merrill Financial Solutions Advisor
Disclosure: Please see important information at the end of this
video.
**On screen copy:**
Advise clients on their investment goals in order to pursue those
goals
As a Merrill Financial Solutions Advisor, my job is to advise my
clients on their investment goals and match them with the right
portfolio and specialists to help them pursue those goals.
I interact with clients from all walks of life, from small-business
owners developing a financial plan to new parents looking to start
saving money for their child's college education. I match my
knowledge of financial markets and investment products with
clients' individual investment needs.
**On screen copy:**
Accomplishing performance goals through needs-based analysis and
client follow-up
A key part of my role is accomplishing performance goals through
consultative, needs-based analysis and organized follow up with my
clients.
When I first started, I had a lot to learn about the investment
world and compliance standards but I was equipped with the tools
and training I needed to succeed.
**On screen copy:**
Team environment
In my last job, I worked mostly on my own. Here, I get to work in a
team environment every day. I even get some of my best referrals
from my teammates.
And since I work with people in so many different departments, I'm
able to build connections and learn more about other roles.
Everyone here is really supportive of your career growth.
**On screen copy:**
Regular meetings with your manager to make your goals a reality
I meet with my manager on a regular basis to talk about my goals,
and she gives me advice for how to make them a reality.
**On screen copy:**
Trained by the award-winning Academy at Bank of America
2019 Brandon Hall Gold Award for "Best Launch of a Corporate
Learning University"
As a Merrill Financial Solutions Advisor, you will participate in
the award-winning Academy at Bank of America.
From my first day to today, the Academy has equipped me with all
the knowledge, skills and resources I need to be successful.
I'm hoping to move into a leadership role in the future and I feel
I'll be able to make this a reality, thanks to my manager and the
people around me.
And it's that kind of support that makes it so easy to support my
clients every day.
We all have goals. Pursue yours at Bank of America and Merrill.
**On screen copy:**
Learn more: bankofamerica.com/Careers
**On screen copy:**
Bank of America and its affiliates consider for employment and hire
qualified candidates without regard to race, religion, color, sex,
sexual orientation, gender, gender identity, 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.
Investment products:
Are Not FDIC Insured
Are Not Bank Guaranteed
May Lose Value
Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred
to as "MLPF&S" or "Merrill") makes available certain investment
products sponsored, managed, distributed or provided by companies
that are affiliates of Bank of America Corporation ("BofA Corp.").
MLPF&S is a registered broker-dealer, Member SIPC, and a
wholly-owned subsidiary of BofA Corp.
MLPF&S is a registered broker-dealer, Member SIPC and a wholly
owned subsidiary of Bank of America Corporation.
- 2019 Bank of America Corporation. All rights reserved.
Full time
JR-22096052
Band: H5
Manages People: No
Travel: Yes, 10% of the time
Manager:
Talent Acquisition Contact:
Heather Bellomo
Referral Bonus:
5000
Bank of America and its affiliates con
Keywords: Bank of America, Beaverton , Consumer Investments Financial Solutions Advisor - Northwest Region, Accounting, Auditing , Beaverton, Oregon
|
Click
here to apply!
|
