girl looking into her desktop
Back to search results

Consumer Investments Financial Solutions Advisor - Northwest Region

Coeur D Alene, Idaho;

Job Description:

*****Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed*****

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.

*****Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed*****

Job Band:

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

Job Description:

*****Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed*****

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.

*****Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed*****

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-22034333

Band: H5

Manages People: No

Travel: Yes, 10% of the time

Manager:

Talent Acquisition Contact:

Heather Bellomo

Referral Bonus:

5000

Street Address

Primary Location:
357 W CANFIELD AVE, ID, Coeur D Alene, 83815
Additional Locations:
910 Black Lake Blvd Sw, Olympia, Washington, United States 18 Auburn Way N, Auburn, Washington, United States 1424 164TH ST SW, Lynnwood, Washington, United States 20708 BOTHELL EVERETT HWY, Bothell, Washington, United States 1135 Nw Gilman Blvd, Issaquah, Washington, United States 26929 102nd Ave Nw, Stanwood, Washington, United States 903 2nd St, Snohomish, Washington, United States 3090 ISSAQUAH PINE LAKE RD SE, Sammamish, Washington, United States 14925 SW Barrows Rd, Beaverton, Oregon, United States 911 161st St Se, Mill Creek, Washington, United States 19917 Old Owen Rd, Monroe, Washington, United States 415 State Ave, Marysville, Washington, United States 5727 196th St Sw, Lynnwood, Washington, United States 7110 Ne Bothell Way, Kenmore, Washington, United States 3800 HARBOUR POINTE BLVD SW, Mukilteo, Washington, United States 17308 Highway 99, Lynnwood, Washington, United States 306 Main St, Edmonds, Washington, United States 4251 Guide Meridian, Bellingham, Washington, United States 14104 MAIN ST NE, Duvall, Washington, United States 230 E Fairhaven Ave, Burlington, Washington, United States 501 W APPLEWAY AVE, Coeur D Alene, Idaho, United States 112 E Holly St, Bellingham, Washington, United States 3220 188th St SW, Lynnwood, Washington, United States 10833 NE 2ND ST, BELLEVUE ON 2ND (WA3189), Bellevue, Washington, United States 2202 Westlake Ave, Seattle, Washington, United States 4622 25TH AVE NE, Seattle, Washington, United States 320 STRANDER BLVD, Tukwila, Washington, United States 2600 Sw Barton St, Seattle, Washington, United States 4001 Sw Alaska St, Seattle, Washington, United States 8405 35th Ave Ne, Seattle, Washington, United States 4701 University Way Ne, Seattle, Washington, United States 12424 Totem Lake Blvd Ne, Kirkland, Washington, United States 500 228th Ave Ne, Sammamish, Washington, United States 1640 Duvall Ave Ne, Renton, Washington, United States 300 Burnett Ave S, Renton, Washington, United States 7450 170th Ave Ne, Redmond, Washington, United States 7153 MARTIN LUTHER KING JR WAY S, Seattle, Washington, United States 9019 Rainier Ave S, Seattle, Washington, United States 100 W Mercer St, Seattle, Washington, United States 15253 NE 40th St, Redmond, Washington, United States 2400 148th Ave Ne, Redmond, Washington, United States 401 NE NORTHGATE WAY, Seattle, Washington, United States 2830 80th Ave Se, Mercer Island, Washington, United States 4112 E Madison St, Seattle, Washington, United States 2800 Ne 125th St, Seattle, Washington, United States 101 Kirkland Ave, Kirkland, Washington, United States 305 Se Everett Mall Way, Everett, Washington, United States 525 S Jackson St, Seattle, Washington, United States 10623 Ne 68th St, Kirkland, Washington, United States 11617 97TH LN NE, Kirkland, Washington, United States 404 N 85th St, Seattle, Washington, United States 1112 S Bailey St, Seattle, Washington, United States 500 Olive Way, Seattle, Washington, United States 17250 140th Ave Se, Renton, Washington, United States 12727 SE 38th St, Bellevue, Washington, United States 707 S 227th St, Des Moines, Washington, United States 230 Sw 152nd St, Seattle, Washington, United States 230 Broadway E, Seattle, Washington, United States 2555 Beacon Ave S, Seattle, Washington, United States 2010 Nw Market St, Seattle, Washington, United States 1121 N 205TH ST, Shoreline, Washington, United States 4323 SW Admiral Way, Seattle, Washington, United States 15401 Westminster Way N, Shoreline, Washington, United States 552 Sw 6th St, Redmond, Oregon, United States 1210 Ne 3rd St, Bend, Oregon, United States 1033 Nw Wall St, Bend, Oregon, United States 12320 HIGHWAY 395, Spokane, Washington, United States 2504 E 29th Ave, Spokane, Washington, United States 1007 Knight St, Richland, Washington, United States 201 E 11th Ave, Eugene, Oregon, United States 1220 N Liberty Lake Rd, Liberty Lake, Washington, United States 3420 W Kennewick Ave, Kennewick, Washington, United States 8601 SW Beaverton Hillsdale Hwy, Portland, Oregon, United States 390 High St Ne, Salem, Oregon, United States 7350 NE Cornell Rd, Hillsboro, Oregon, United States 1145 SE 164th Ave, Vancouver, Washington, United States 4864 NW Bethany Blvd, Portland, Oregon, United States 21750 S Salamo Rd, West Linn, Oregon, United States 12028 SE SUNNYSIDE RD, Clackamas, Oregon, United States 2500 W MAIN ST, Battle Ground, Washington, United States 4012 Se 82nd Ave, Portland, Oregon, United States 3308 Ne Auto Mall Dr, Vancouver, Washington, United States 3967 Ne Sandy Blvd, Portland, Oregon, United States 1200 NE Broadway St, Portland, Oregon, United States 12600 Nw Cornell Rd, Portland, Oregon, United States 3757 Se Hawthorne Blvd, Portland, Oregon, United States 221 Nw 21st Ave, Portland, Oregon, United States 2381 SE TUALATIN VALLEY HWY, Hillsboro, Oregon, United States 1841 S Molalla Ave, Oregon City, Oregon, United States 16209 Bryant Rd, Lake Oswego, Oregon, United States 400 4TH ST, Lake Oswego, Oregon, United States 200 E Powell Blvd, Gresham, Oregon, United States 14400 Sw Allen Blvd, Beaverton, Oregon, United States 12280 Sw Canyon Rd, Beaverton, Oregon, United States 19255 Jensen Way Ne, Poulsbo, Washington, United States 1497 Olney Ave Se, Port Orchard, Washington, United States 1200 HILDEBRAND LN NE, Bainbridge Island, Washington, United States 23730 Witte Rd Se, Maple Valley, Washington, United States 2101 N Pearl St, Tacoma, Washington, United States 2100 Sw 336th St, Federal Way, Washington, United States 4002 Tacoma Mall Blvd, Tacoma, Washington, United States 205 W Meeker, Puyallup, Washington, United States 11315 Pacific Ave S, Tacoma, Washington, United States 9515 Bridgeport Way Sw, Tacoma, Washington, United States 601 Sleater Kinney Rd Se, Lacey, Washington, United States 25638 104th Ave Se, Kent, Washington, United States 4815 Point Fosdick Dr Nw, Gig Harbor, Washington, United States 32011 Pacific Hwy S, Federal Way, Washington, United States 19321 State Route 410 E, Bonney Lake, Washington, United States