Job Description:
*****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed*****
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
Job Description:
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. 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 this position requires SAFE Act registration, employees are 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 disciplinary action up to and including termination.
Responsibilities:
Required Qualifications:
Desired Qualifications:
Skills:
*****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:
40Pay Transparency details
US - CA - Cupertino - 20563 Stevens Creek Blvd (CA3143), US - CA - Greenbrae - 50 Bon Air CTR - GREENBRAE BC (CA4185), US - CA - Los Altos - 227 S San Antonio Rd - HAWTHORNE-SAN ANTONIO BC (CA4173), US - CA - Milpitas - 20 Ranch Dr - McCarthy Ranch (CA3199), US - CA - Napa - 2 Financial Plz - NORTH NAPA BC (CA3168), US - CA - Palo Alto - 530 Lytton Ave - PALO ALTO MAIN OFFICE (CA5106), US - CA - Redwood City - 1875 Virginia Ave - WOODSIDE PLAZA (CA5154), US - CA - Rohnert Park - 6545 Hunter Dr - ROHNERT PARK BC (CA3166), US - CA - Salinas - 800 Northridge Shopping Ctr - NORTH SALINAS BC (CA2126), US - CA - San Francisco - 2485 San Bruno Ave - Portola District (CA5128), US - CA - San Francisco - 315 Montgomery St - 315 Montgomery (CA5704), US - CA - San Jose - 4075 EVERGREEN VILLAGE SQ (CA3202), US - CA - San Jose - 6490 Camden Ave - ALMADEN VALLEY BC (CA3163), US - CA - San Mateo - 300 S El Camino Real - Ap Giannini (CA5155), US - CA - Santa Clara - 485 El Camino Real - SANTA CLARA MAIN OFFICE (CA4207), US - CA - Santa Cruz - 104 River St - SANTA CRUZ MAIN OFFICE (CA2119)Pay and benefits informationPay range$70,000.00 - $80,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligibleThis role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee’s performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.Learn more about this role