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Consumer Investments Financial Solutions Advisor-BILINGUAL SPANISH OR MANDARIN REQUIRED- Greater LA, West Valley, San Gabriel Valley, Hollywood Hills, Desert Inland, Valleys, Westside, and Conejo Valley Areas

Los Angeles, California;

Job Description:

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
Get training and one-on-one mentorship from managers who are invested in your success. You’ll enroll in our Academy for Consumer and Small Business to develop as an advisor; the potential for growth is yours!
Build connections to grow your network and business. Leverage our relationships with one out of two U.S. households. Starting at a financial center, you’ll interact with banking clients, small business owners and higher net worth clients alike. You’ll also tap into a range of experts, from mortgage lenders to investment analysts.
Provide end-to-end comprehensive advice. Deliver client reviews/presentations with confidence, including reviews of financial goals, and recommend strategies to help clients achieve their financial goals.
Learn about the full suite of financial solutions. Connect clients to all of the solutions we provide, including core Banking, Investment & Life Priority™ solutions, through Bank of America and Merrill Lynch to meet their financial needs.

As an advisor, you can look forward to
• Unlimited potential for professional growth.
• A strong referral network from across the business to increase opportunities for client acquisition and provide access to partners who are specialists in their field.
• Robust marketing strategies to reach wider audiences with greater appeal. 
• Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.
• Leadership opportunities, including leading client and conference seminars and mentoring junior associates.

You’re a person who (required skills)
• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
• Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Sets and accomplishes goals, achieving whatever you put your mind to.
• Builds and nurtures strong relationships.
• Collaborates effectively with others to get things done.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
• Likes to learn, adapts to new information and seeks the right solutions for clients.
• Efficiently manages your time and capacity.
• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.

 
You’ll be better prepared if you have (desired skills)
• Strong computer skills and the ability to multitask in a demanding environment.
• A bachelor’s degree, preferably in business-related field.
• At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Obtained your insurance licenses.

We’re a culture that
• Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.
• Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.
• Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.
• Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.
• Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

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-21000871

Manages People: No

Travel: Yes, 25% of the time

Manager:

Talent Acquisition Contact:

Referral Bonus:

Street Address

Primary Location:
3442 Wilshire Blvd, CA, Los Angeles, 90010
Additional Locations:
23717 Malibu Rd, Malibu, California, United States 15092 Summit AVE, Fontana, California, United States 10426 Lower Azusa Rd, El Monte, California, United States 351 E Alessandro Blvd, Riverside, California, United States 5541 Sepulveda Blvd, Culver City, California, United States 1312 E ONTARIO AVE, Corona, California, United States 537 Foothill Blvd, La Ca�ada Flintridge, California, United States 5225 Canyon Crest Dr, Riverside, California, United States 1430 Wilshire Blvd, Santa Monica, California, United States 18337 Ventura Blvd, Tarzana, California, United States 102 E Las Tunas Dr, San Gabriel, California, United States 14701 Ventura Blvd, Sherman Oaks, California, United States 11195 Anderson St, Loma Linda, California, United States 13700 Riverside Dr, Sherman Oaks, California, United States 16640 Ventura Blvd, Encino, California, United States 9453 Culver Blvd, Culver City, California, United States 3809 Culver Center St, Culver City, California, United States 12223 Ventura Blvd, Studio City, California, United States 2320 Honolulu Ave, Montrose, California, United States 1301 4th St, Santa Monica, California, United States 142 E Olive Ave, Burbank, California, United States 12547 Hawthorne Blvd, Hawthorne, California, United States 8700 Baseline Rd, Alta Loma, California, United States 1399 Foothill Blvd, La Verne, California, United States 345 N Brand Blvd, Glendale, California, United States 330 E Manchester Blvd, Inglewood, California, United States 930 Westwood Blvd, Los Angeles, California, United States 11501 Santa Monica Blvd, West Los Angeles, California, United States 10200 Reseda Blvd, Northridge, California, United States 1440 N Moorpark Rd, Thousand Oaks, California, United States 1211 W Foothill Blvd, Upland, California, United States 1307 E Los Angeles Ave, Simi Valley, California, United States 2345 Borchard Rd, Newbury Park, California, United States 954 S Westlake Blvd, Westlake Village, California, United States 305 E State St, Redlands, California, United States 6370 Magnolia Ave, Riverside, California, United States 3650 Grand Ave, Chino Hills, California, United States 10300 Sepulveda Blvd, Mission Hills, California, United States 19789 RINALDI ST, Northridge, California, United States 2012 E Avenida De Los Arboles, Thousand Oaks, California, United States 339 Yale Ave, Claremont, California, United States 40 W Foothill Blvd, Upland, California, United States 28200 HIGHWAY 189, Lake Arrowhead, California, United States 5420 WILSHIRE BLVD, Los Angeles, California, United States 1196 S Diamond Bar Blvd, Diamond Bar, California, United States 9454 WILSHIRE BLVD (CA9200), Beverly Hills, California, United States 7215 W MANCHESTER AVE, Los Angeles, California, United States 9719 Foothill Blvd, Rancho Cucamonga, California, United States 888 W 7th ST, Los Angeles, California, United States 22900 Centerpoint Dr, Moreno Valley, California, United States 10960 Wilshire Blvd, Los Angeles, California, United States 2830 Cochran St, Simi Valley, California, United States 4100 CHINO HILLS PKWY, Chino Hills, California, United States 5201 Laurel Canyon Blvd, Valley Village, California, United States 5959 Canoga Ave, Woodland Hills, California, United States 8655 Beverly Blvd, West Hollywood, California, United States 1605 S Azusa Ave, Hacienda Heights, California, United States 7900 Melrose Ave, Los Angeles, California, United States 152 W Hillcrest Dr, Thousand Oaks, California, United States 10731 W Pico Blvd, Los Angeles, California, United States 8025 Santa Monica Blvd, West Hollywood, California, United States 1672 E 2nd ST (CA0245), Beaumont, California, United States 2901 E Eastland Center Dr, West Covina, California, United States 850 N Broadway, Los Angeles, California, United States 12747 Central Ave, Chino, California, United States 34420 MONTEREY AVE (CA0240), Palm Desert, California, United States 12316 W Washington Blvd, Los Angeles, California, United States 78400 Highway 111, La Quinta, California, United States 866 N Wilcox Ave, Montebello, California, United States 1501 Nogales St, Rowland Heights, California, United States 3400 W Magnolia Blvd, Burbank, California, United States 200 S Lemon Ave, Walnut, California, United States 6600 Laurel Canyon Blvd, North Hollywood, California, United States 6300 Sunset Blvd, Hollywood, California, United States 1715 N Vermont Ave, Los Angeles, California, United States 150 S California Ave, West Covina, California, United States 3320 W Olympic Blvd, Los Angeles, California, United States 1440 E Huntington Dr, Duarte, California, United States 100 N Larchmont Blvd, Los Angeles, California, United States 466 N La Brea Ave, Los Angeles, California, United States 2263 Colorado Blvd, Los Angeles, California, United States 16944 SAN FERNANDO MISSION BLVD, Granada Hills, California, United States 7800 W Sunset Blvd, West Hollywood, California, United States 115 W Foothill Blvd, Glendora, California, United States 71799 HIGHWAY 111, Rancho Mirage, California, United States 550 S Hill St, Los Angeles, California, United States 8501 W Pico Blvd, Los Angeles, California, United States 3045 Wilshire Blvd, Los Angeles, California, United States 8760 Wilshire Blvd, Beverly Hills, California, United States 468 N Beverly Dr, Beverly Hills, California, United States 880 E COLORADO BLVD, Pasadena, California, United States 150 N Hacienda Blvd, City Of Industry, California, United States 1234 S Baldwin Ave, Arcadia, California, United States 5025 Lankershim Blvd, North Hollywood, California, United States 12682 Amargosa Rd, Victorville, California, United States 588 S Palm Canyon Dr, Palm Springs, California, United States 73820 El Paseo, Palm Desert, California, United States 23347 Mulholland Dr, Woodland Hills, California, United States 300 N Atlantic Blvd, Monterey Park, California, United States 255 N Pass Ave, Burbank, California, United States 5440 Topanga Canyon Blvd, Woodland Hills, California, United States 835 N Pacific Coast HWY, El Segundo, California, United States 203 N Glendale Ave, Glendale, California, United States 14284 SCHLEISMAN RD, Eastvale, California, United States 11570 4th St (CA6247), Rancho Cucamonga, California, United States 110 W Garvey Ave, Monterey Park, California, United States 9545 Las Tunas Dr, Temple City, California, United States 15314 W Sunset Blvd, Pacific Palisades, California, United States 4754 Admiralty Way, Marina Del Rey, California, United States 7387 Day Creek Blvd, Rancho Cucamonga, California, United States 2717A TAPO CANYON RD, Simi Valley, California, United States 444 E Valley Blvd, Alhambra, California, United States 8856 Valley Blvd, Rosemead, California, United States 12511 Limonite Ave, Mira Loma, California, United States 3555 E Foothill Blvd, Pasadena, California, United States