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Consumer Investments Financial Solutions Advisor- Orange County, San Diego, South Bay, and Riverside Areas BILINGUAL SPANISH OR MANDARIN REQUIRED (Sourcing Req)

Irvine, California;

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-22044745

Band: H5

Manages People: No

Travel: Yes, 10% of the time

Manager:

Talent Acquisition Contact:

Heather Bellomo

Referral Bonus:

5000

Street Address

Primary Location:
14222 Culver Dr, CA, Irvine, 92604
Additional Locations:
25435 Crenshaw Blvd, Torrance, California, United States 30187 Antelope RD, Menifee, California, United States 39168 Winchester RD, Murrieta, California, United States 13244 Jamboree RD, Irvine, California, United States 27752 Antonio PKWY, Ladera Ranch, California, United States 67 Technology DR, Irvine, California, United States 1603 Hawthorne Blvd, Redondo Beach, California, United States 26831 Aliso Creek Rd (CA6221), Aliso Viejo, California, United States 2498 W Florida Ave, Hemet, California, United States 180 E Carson St, Carson, California, United States 3730 S Bristol St, Santa Ana, California, United States 18622 Macarthur Blvd, Irvine, California, United States 2501 Eastbluff Dr, Newport Beach, California, United States 31531 SANTA MARGARITA PKWY, Rancho Santa Margarita, California, United States 23711 MOULTON PKWY, Laguna Hills, California, United States 39398 Los Alamos Rd, Murrieta, California, United States 222 N Catalina Ave, Redondo Beach, California, United States 27571 Puerta Real, Mission Viejo, California, United States 22491 El Toro Rd, Lake Forest, California, United States 1255 Sartori Ave, Torrance, California, United States 2600 San Miguel Dr, Newport Beach, California, United States 24211 Paseo De Valencia, Laguna Niguel, California, United States 4101 Macarthur Blvd, Newport Beach, California, United States 24801 Del Prado Ave, Dana Point, California, United States 1687 E Florida Ave, Hemet, California, United States 16192 Harbor Blvd, Fountain Valley, California, United States 30162 CROWN VALLEY PKWY, Laguna Niguel, California, United States 90 Pier Ave, Hermosa Beach, California, United States 4500 BARRANCA PKWY, Irvine, California, United States 26821 Trabuco Rd, Mission Viejo, California, United States 1016 Irvine Ave, Newport Beach, California, United States 3300 E Coast Hwy, Corona Del Mar, California, United States 18691 Main St, Huntington Beach, California, United States 2701 Harbor Blvd, Costa Mesa, California, United States 20061 Brookhurst St, Huntington Beach, California, United States 23831 El Toro Rd, Lake Forest, California, United States 31902 Del Obispo St, San Juan Capistrano, California, United States 27489 Ynez Rd, Temecula, California, United States 17430 Brookhurst St, Fountain Valley, California, United States 406 N Euclid ST (CA7227), Anaheim, California, United States 3881 Alton PKWY (CA7226), Irvine, California, United States 548 W 19th St, Costa Mesa, California, United States 943 Lomas Santa Fe Dr, Solana Beach, California, United States 15060 Kensington Park Dr, Tustin, California, United States 8132 E Santa Ana Canyon Rd (CA7220), Anaheim, California, United States 19300 GOLDENWEST ST, Huntington Beach, California, United States 3475 Via Lido, Newport Beach, California, United States 9801 WALKER ST, Cypress, California, United States 7731 EDINGER AVE, Huntington Beach, California, United States 3428 VIA MERCATO, Carlsbad, California, United States 299 Ocean Ave, Laguna Beach, California, United States 8850 Bolsa Ave, Westminster, California, United States 19601 Yorba Linda Blvd, Yorba Linda, California, United States 941 N Tustin St, Orange, California, United States 4825 E Chapman Ave, Orange, California, United States 17863 Santiago Blvd, Villa Park, California, United States 5640 E Santa Ana Canyon Rd, Anaheim, California, United States 6210 Beach Blvd, Buena Park, California, United States 16811 Algonquin St, Huntington Beach, California, United States 2704 Loker Ave W (CA0242), Carlsbad, California, United States 2240 N Bellflower Blvd, Long Beach, California, United States 12421 Valley View St, Garden Grove, California, United States 500 Newport Center Dr, Newport Beach, California, United States 10511 CRAFTSMAN WAY (CA0239), San Diego, California, United States 2680 N Tustin St, Orange, California, United States 5812 Edinger Ave, Huntington Beach, California, United States 290 S State College Blvd, Brea, California, United States 11262 Los Alamitos Blvd, Los Alamitos, California, United States 2260 S Harbor Blvd, Anaheim, California, United States 2295 Otay Lakes Rd, Chula Vista, California, United States 13952 Brookhurst St, Garden Grove, California, United States 10531 SCRIPPS POWAY PKWY, San Diego, California, United States 13341 Newport Ave, Tustin, California, United States 800 N Western Ave, San Pedro, California, United States 645 Carlsbad Village Dr, Carlsbad, California, United States 7700 El Camino Real, Carlsbad, California, United States 160 E Yorba Linda Blvd, Placentia, California, United States 5531 La Palma Ave, La Palma, California, United States 23800 Vermont Ave, Harbor City, California, United States 11855 Carmel Mountain Rd, San Diego, California, United States 6791 Westminster Blvd, Westminster, California, United States 3535 Del Mar Heights Rd, San Diego, California, United States 8813 Villa La Jolla Dr, La Jolla, California, United States 2127 E 17th St, Santa Ana, California, United States 17008 Avenida De Acacias, Rancho Santa Fe, California, United States 4002 Clairemont Mesa Blvd, San Diego, California, United States 9591 Chapman Ave, Garden Grove, California, United States 945 S Brookhurst St, Anaheim, California, United States 4802 Main St, Yorba Linda, California, United States 13205 Black Mountain Rd, San Diego, California, United States 1340 Encinitas Blvd, Encinitas, California, United States 3756 Mission Ave, Oceanside, California, United States 5101 E 2nd St, Long Beach, California, United States 12724 Poway Rd (CA0173), Poway, California, United States 4420 Bonita Rd, Bonita, California, United States 601 S Rancho Santa Fe Rd, San Marcos, California, United States 401 N Harbor Blvd, Fullerton, California, United States 845 N 2nd St, El Cajon, California, United States 4380 La Jolla Village Dr, San Diego, California, United States 208 Main St, Seal Beach, California, United States 16849 Bernardo Ctr DR, San Diego, California, United States 9711 Mission Gorge Rd, Santee, California, United States 9290 Mira Mesa Blvd, San Diego, California, United States 2550 El Camino Real, Carlsbad, California, United States 5851 Balboa Ave, San Diego, California, United States 801 3rd Ave, Chula Vista, California, United States 1775 Camino De La Reina, San Diego, California, United States 6501 Mission Gorge Rd, San Diego, California, United States 912 Garnet Ave, San Diego, California, United States 1275 Rosecrans St, San Diego, California, United States 4206 Pacific Coast Hwy, Torrance, California, United States 295 E St, Chula Vista, California, United States 5500 Grossmont Center Dr, La Mesa, California, United States 737 University Ave, San Diego, California, United States 7680 Girard Ave, La Jolla, California, United States 220 S Escondido Blvd, Escondido, California, United States 1199 Orange Ave, Coronado, California, United States 4166 El Cajon Blvd, San Diego, California, United States 1125 S Main Ave, Fallbrook, California, United States 27411 Hawthorne Blvd, Rolling Hills Estates, California, United States 300 S El Camino Real (CA6261), San Clemente, California, United States 6519 Quail Hill PKWY, Irvine, California, United States 21700 Hawthorne Blvd, Torrance, California, United States 6356 Irvine Blvd (CA6251), Irvine, California, United States 1450 W Redondo Beach Blvd, Gardena, California, United States 30652 Benton Rd (CA6246), Winchester, California, United States 29987 Canyon Hills RD (CA6245), Lake Elsinore, California, United States 26002 Marguerite PKWY, Mission Viejo, California, United States 200 E La Habra Blvd, La Habra, California, United States 32595 Golden Lantern St, Dana Point, California, United States 31934 Temecula Pkwy, Temecula, California, United States 965 Avenida Pico, San Clemente, California, United States 26660 Portola PKWY, Foothill Ranch, California, United States 23781 Washington Ave, Murrieta, California, United States