Jobs
>
Trenton

    National Financial Solutions Advisor I - Trenton, United States - Bank of America

    Show more Collapse job
    Bank of America background
    Description

    Job Description:
    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 Solutions Advisors—those with a passion for growing a long-term career and a drive to make our clients' financial lives better.

    Through a contact center environment, FSAs leverage the Bank of America and Merrill offering model and collaborate with business partners to provide deliver the full power of the Enterprise by providing advice to help our clients achieve their financial goals; solutions include investment, banking, and lending.

    FSAs set clear expectations to create a smooth transition and continuation of the Bank of America/Merrill relationship.

    As a

    National Financial Solutions Advisor (NFSA I)

    , your journey begins with being taught the foundational skills needed to be an advisor. Through a contact center environment, FSAs leverage the Bank of America and Merrill offering

    model, and


    collaborate with business partners to deliver the full power of the Enterprise by providing advice to help our clients achieve their financial goals; solutions include investment, banking, and lending.

    FSAs set clear expectations to create a smooth transition and continuation of the Bank of America/Merrill relationship.


    Once you have demonstrated success, you will have the opportunity to advance in many roles within Bank of America and Merrill, typically progressing into the next level of Financial Solutions Advisor.

    And we will support you along the way with dedicated programs, tools and resources throughout your career journey.

    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.


    Build your network.

    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, you can look forward to


    Unlimited potential for financial growth.


    Building 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.
    We're a culture which


    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


    Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)


    Is comfortable in a sales role, finding ways to nurture strong client relationships.


    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


    A bachelor's degree,

    and


    0-2 years of experience working in the financial service industry and/or a metrics-based sales environment where goals were met or exceeded.


    Experience assessing client needs,identifying/recommendingsolutions, and building/managing client relationships.


    Strong computer skills with an ability to multitask in a demanding environment.


    Shift:
    1st shift (United States of America)


    Hours Per Week:
    40
    #J-18808-Ljbffr

    We have other current jobs related to this field that you can find below


  • Bank of America Philadelphia, United States Full time

    Description · : · This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. Key responsibilities includ ...


  • The Bank of America Corporation Pennington, United States

    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 Solutions Advisor, Financial, ...


  • Bank of America Pennington, United States

    Participant Services Financial Solutions Advisor (Series 7 Required) · Pennington, New Jersey · **Job Description:** · 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 ...


  • The Cigna Group Philadelphia, United States Full time

    Job Description: · Underwriting at Cigna: If you're looking to use strong analytical and math skills in a competitive, fast-paced environment, an Underwriting career at Cigna will allow you to do all this and more. Underwriters evaluate the risk of insuring a potential Cigna cust ...


  • TD Bank Marlton, United States

    Work Location: · Marlton, New Jersey · Hours: · 40 · Pay Details: · $68, $112,300.00 USD · Line of Business: · Product Management · **Job Description**: · The Merchant Solutions Payment Advisor sells credit card processing products and services to a moderate sales goal. · Depth & ...


  • Citizens Trenton, United States

    · At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by collaborating with peers across banking, lendin ...


  • StrataScale Trenton, United States

    Job Summary: · The Client Advisor will focus on developing new business with existing customers and acquiring new customers across a focused Named Account List, composed of Fortune 1000 businesses. As a Client Advisor, you will primarily focus on driving conversations with techn ...

  • Equitable Holdings

    Entry Level

    1 week ago


    Equitable Holdings Trenton, United States

    Job Description - Entry Level – Financial Advisor - NJ, Woodbridge UM) · Entry Level – Financial Advisor - NJ, Woodbridge · ( · 230000UM · ) · Primary Location · : · UNITED STATES-NJ-Woodbridge · Organization · Description · Equitable Advisors · is a respected wealth manag ...


  • Professor Gatsby's Heating and Cooling Trenton, United States

    Job Description · Job DescriptionProfessor Gatsby's Heating & Cooling is scouting a full-time HVAC Comfort Advisor - In-Home Sales Representative to meet in the homes of our Trenton, NJ customers, thoroughly inspect their equipment, and offer them the best solutions for their HVA ...


  • Apple Leisure Group Trenton, United States

    At Apple Leisure Group, we care for people so they can be their best. We deliver distinctive experiences for our guests, while providing a world of understanding and care. We strive to be the first choice in vacation travel, enriching lives and uniting the world. · Please ensure ...


  • Nutrafol Trenton, United States

    Come grow with us. We're a growing company. Everything we do, we do to help people grow into the best version of themselves. · As the pioneers of hair wellness, we create natural, clinically effective solutions for hair growth and provide support for people at every step of their ...


  • Verizon Communications Trenton, United States

    When you join Verizon · Verizon is one of the world's leading providers of technology and communications services, transforming the way we connect around the world. We're a human network that reaches across the globe and works behind the scenes. We anticipate, lead, and believe ...


  • Kroll Technologies Trenton, United States

    The Tax Senior Specialist primary emphasis will be on Federal and State income tax law encompassing such areas as Federal and state tax research, audits, tax accounting, domestic and global legal entity acquisitions, restructuring and reorganization, and strategic planning. He/Sh ...

  • Nautilus Solar

    Tax Director

    3 days ago


    Nautilus Solar Trenton, United States

    Oversee and manage the tax function for existing and newly built renewable projects/portfolios across the U.S., as well as corporate entities · Engage and manage tax modeling and various forms of federal, state, and local tax, accounting, management, and investor reporting, inclu ...

  • JPMorgan Chase Bank, N.A.

    Risk Management

    1 week ago


    JPMorgan Chase Bank, N.A. Trenton, United States

    Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgemen ...


  • Amerihealth Caritas Health Plan Robbinsville, United States Part time

    Your career starts now. We are looking for the next generation of health care leaders. · At AmeriHealth Caritas, we are passionate about helping people get care, stay well and build healthy communities. As one of the nation's leaders in health care solutions, we offer our associa ...


  • Geriatric Resources LLC Trenton, United States

    Press Tab to Move to Skip to Content Link · Select how often (in days) to receive an alert: · PSEG · operates under a Flexible Work Model where flexible work is offered when job requirements allow. In support of this model, roles have been categorized into one of four work locat ...


  • Publishers Circulation Fulfillment Trenton, United States

    Publisher's Circulation Fulfillment · Communications Manager · New Jersey , · New Jersey · Apply Now · Reporting directly to the CEO, this role will collaborate with senior PCF leadership to develop impactful communications – planned and unplanned – primarily to inform, enga ...


  • CNA Financial Corp. Trenton, United States

    You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest pot ...


  • Facsimile Communication Industries, Inc Trenton, United States

    Job Description · Job DescriptionAccount Manager/Outside Sales · Founded in 1959, Atlantic Tomorrow's Office is recognized as an Elite award-winning and leading provider of business technology solutions. As the largest independent provider in the region with a solid track record ...