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Consumer Investments Financial Solutions Advisor Development Program - 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 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 Advisors—those with a passion for growing a long-term career and a drive to make our clients’ financial lives better.

If you are an individual who is passionate about helping clients reach their financial goals, join Bank of America’s Advisor Development Program and become an investment specialist in one of over 4,000 financial center locations nationwide. From day one, you will receive training from our-award winning Academy at Bank of America, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. The Academy offers a defined path to becoming an advisor through a multi-stage training program, one that provides you with the necessary experience and skills to succeed in your role and throughout your career journey.

As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.

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

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.
Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.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 Stage I, you can look forward to

• Unlimited potential for financial growth.
• A strong referral base from across the business through our relationship with one in every two households.
• Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.
• Robust marketing support to reach wider audiences with greater appeal.
• Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.
• Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.

We’re a culture that

• 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 committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.

Required skills:
• Sets and accomplishes goals, achieving whatever you put your mind to.
• Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients.
• Communicates clearly and confidently with clients from all walks of life.
• Works well with others and collaborates productively to get things done.
• Can manage complexity, prioritize tasks and execute in a fast-paced environment.
• Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.
• Efficiently manages your time and capacity.
• Is thorough and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients.

Desired skills:
• Strong computer skills with an ability to multitask in a demanding environment.
• A bachelor’s degree, or 1-2 years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships.

*****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 & some Saturdays

Referral Bonus Amount:

0

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 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 Advisors—those with a passion for growing a long-term career and a drive to make our clients’ financial lives better.

If you are an individual who is passionate about helping clients reach their financial goals, join Bank of America’s Advisor Development Program and become an investment specialist in one of over 4,000 financial center locations nationwide. From day one, you will receive training from our-award winning Academy at Bank of America, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. The Academy offers a defined path to becoming an advisor through a multi-stage training program, one that provides you with the necessary experience and skills to succeed in your role and throughout your career journey.

As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.

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

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.
Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.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 Stage I, you can look forward to

• Unlimited potential for financial growth.
• A strong referral base from across the business through our relationship with one in every two households.
• Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.
• Robust marketing support to reach wider audiences with greater appeal.
• Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.
• Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.

We’re a culture that

• 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 committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.

Required skills:
• Sets and accomplishes goals, achieving whatever you put your mind to.
• Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients.
• Communicates clearly and confidently with clients from all walks of life.
• Works well with others and collaborates productively to get things done.
• Can manage complexity, prioritize tasks and execute in a fast-paced environment.
• Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.
• Efficiently manages your time and capacity.
• Is thorough and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients.

Desired skills:
• Strong computer skills with an ability to multitask in a demanding environment.
• A bachelor’s degree, or 1-2 years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships.

*****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

Full time

JR-22038232

Band: H5

Manages People: No

Travel: Yes, 10% of the time

Manager:

Talent Acquisition Contact:

Heather Bellomo

Referral Bonus:

0

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