- Determine the job or types of jobs you want to do and research their responsibilities and qualifications.
- Think about why you can do the job and make a list of your skills that are relative to the job.
- Identify experiences or accomplishments that show your proficiency in the skills required for the job.
- Summarize your abilities, accomplishments and skills into a brief, concise document.
- Do be brief. Resumes should be 1-2 pages in length.
- Do be upbeat and active in your wording.
- Do emphasize what you have done clearly and concretely.
- Do be neat and well organized.
- Do have others proofread and critique your resume. Spell check. Make it error free.
- Do use high quality, white or light colored 81⁄2 x 11 paper. Use a laser printer if possible.
- Don't be dishonest, always tell the truth about yourself in the most flattering light.
- Don't include salary history or requirements.
- Don't include references.
- Don't include accomplishments that do not support your professional goals.
- Anticipate –Put yourself in the interviewer's position. What do you believe the interviewer is most interested in? Why do you think you have been invited to interview?
- Research –What are the primary functions of the line of business? What are the success factors for the job? Is there a job description available?
- Assess –Think about your skills, abilities, knowledge, interests, traits, values and accomplishments. Match them to what you know about the job. Consider which ones you should highlight.
- Prepare Answers –Think about what the interviewer may ask, determine what the best answer is and write it down.
- Prepare Questions – Interviewing is a two-way street. By asking thoughtful questions, you communicate your interest and learn a lot about the job. Choose two or three questions to ask your interviewer. Avoid asking a lot of questions about vacation time or breaks.
- Practice – It may seem awkward, but it is the best way to come across well in an interview. Practice your own "great responses" with others or in front of a mirror until you appear relaxed and at ease.
- Follow-up – Send a brief follow-up letter to the interviewer. Keep in mind that the many job searchers will not send a follow-up letter. Sending one can become a competitive advantage.
-
Merrill Financial Solutions Advisor
3 weeks ago
Bank of America Chagrin Falls, United States Full timeJob 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 run our company and how we deliver for our clients, teammates, communities and shareholders every day. ...
-
Client Solution Advisor
1 day ago
PNC Financial Services Group, Inc. Akron, United StatesPosition Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our emp ...
-
Client Solution Advisor
3 days ago
PNC Bank Corp. Akron, United StatesImplements complex new products and services for clients. Analyzes requirements and gathers deliverables to complete the implementation and provide ongoing relationship management. May maintain client-specific procedures. Provides sales or consultati Solution, Advisor, Client, So ...
-
Client Solution Advisor
1 day ago
PNC Akron, United States**Position Overview** · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our ...
-
Client Solution Advisor
3 days ago
PNC Financial Services Group Akron, United StatesJob Profile · Position Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture wher ...
-
Service Advisor
2 days ago
Farmington Motor Sports Inc. Southington, United StatesFarmington Motor Sports has been family owned and operated since 1976. With our continued growth, we have made the jump to open a location in Southington, CT. This location will include 1-2 automotive technicians, as well as offer towing services in the area. With this growth, we ...
-
Career Advisor
2 weeks ago
Center of Workforce Innovations Portage, United StatesTITLE: CAREER ADVISOR REPORTS TO: CENTER MANAGER · STATUS: Non-exempt · OVERVIEW · Career Advising and Case Management · - Collects information about clients, using interviews, case histories, observational techniques, and other assessment methods. · - Identifies programs and ser ...
-
Registered Client Service Associate
1 week ago
Morgan Stanley Pepper Pike, United StatesPosition Summary · Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the ful ...
-
Junior Tax Consultant
1 week ago
Stellar Enterprises Eastlake, United StatesAbout IONOS SE: · We are Europe's leading platform for cloud services and hosting solutions. We successfully support our customers in their business development. Our company's success is driven by over Now apply employees in multiple countries worldwide, fulfilling the needs and ...
-
Training to become a businesswoman
2 weeks ago
Stellar Ventures Summit, United StatesMarsh is the world's leading industrial insurance broker and risk advisor. Our approximately employees in more than 130 countries support medium-sized companies and corporations with innovative insurance solutions and consulting services. For Marsh, in Germany - including the emp ...
-
Office Coordinator
1 week ago
Marsh Berry Woodmere, United StatesJob Details · Position Summary: · MarshBerry is currently seeking an Office Coordinator for our Beachwood, OH office. The Office Coordinator provides professional administrative support and value-added service to internal and external customers. This position will be responsible ...
-
Executive Assistant
1 day ago
Marsh Berry Woodmere, United StatesJob Details · Position Summary: · MarshBerry is currently seeking an Executive Assistant for our Beachwood, OH office. The Executive Assistant will provide professional support and value-added services to MarshBerry executives at the C-Suite or EVP level for MarshBerry's Financia ...
-
HFA Financial Advisor
1 week ago
Huntington Bancshares, Inc. Beachwood, United States· Summary: · Welcome to a career opportunity that allows you to impact the daily lives of clients and their families while building a successful Financial Advisory practice The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasti ...
-
Tax Manager Public Accounting
1 week ago
Sable Group LLC Beachwood, United StatesJob Description · Job Description · A boutique tax and accounting firm on the east side of Cleveland is looking for a self-starting tax manager (CPA required). As the firm continues to grow, additional staff is required to help manage clients. · The right candidate will have be ...
-
Admin Services Team Lead
1 day ago
Marsh Berry Woodmere, United StatesJob Details · Position Summary: · MarshBerry is currently seeking an Administrative Services Team Lead for our Woodmere, OH office. The Administrative Services Team Lead provides high level support to business units by managing an independent workload and assisting with the distr ...
-
Registered Client Service Associate
1 week ago
Morgan Stanley Beachwood, United StatesPosition Summary · Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the fu ...
-
Full Desk Locum Tenens Consultant
2 weeks ago
RosmanSearch Beachwood, United StatesJob Title: Full Desk Locum Tenens Recruiter · Type: Full-Time · Location: Remote or Corporate Office · Job Summary: Rosman is a rapidly growing, client-focused, specialized physician recruiting firm. We provide both permanent/retained search and locum tenens solutions. Our team i ...
-
Full Desk Locum Tenens Consultant
2 weeks ago
RosmanSearch Beachwood, United StatesFull Desk Locum Tenens Recruiter · Type: Full-Time · Location: Remote or Corporate Office · Job Summary: Rosman is a rapidly growing, client-focused, specialized physician recruiting firm. We provide both permanent/retained search and locum tenens solutions. Our team is looking f ...
-
Senior Banker
1 day ago
Bank of America Beachwood, United StatesSenior Banker - 117th and Western Financial Center · Woodmere, Ohio · **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 run our company and how we ...
-
Wireless Networking Engineer
1 week ago
Logicalis Beachwood, United Statesdel puesto de trabajo · Summary · Provides comprehensive professional services delivery as related to infrastructure consulting, design, implementation, configuration and knowledge transfer to Logicalis clients. Acts as technical resource and · provides expertise and implementat ...
Merrill Financial Solutions Advisor - Pepper Pike, United States - Bank of America
Description
Merrill Financial Solutions Advisor - Northeast Ohio Market page is loadedMerrill Financial Solutions Advisor - Northeast Ohio Market
Apply
locations
Pepper Pike
Canton
Westlake
Canfield
Chagrin Falls
time type
Full time
posted on
Posted 5 Days Ago
job requisition id
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 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 usJob Description:
This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients.
Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank.
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:
Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies
Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority solutions
Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth
Understands and accesses the full breadth of resources across the bank to benefit clients or prospects
Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor
Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds
Skills:
Account Management
Client Investments Management
Client Management
Client Solutions Advisory
Relationship Building
Advisory
Business Development
Fraud Management
Pipeline Management
Portfolio Management
Client Experience Branding
Issue Management
Prospecting
Referral Identification
Sales Performance Management
Minimum Education Requirement:
Null
Shift:
1st shift (United States of America)
Hours Per Week:
40
About Us
Bank of America is committed to help employees through the transition period when they're displaced as a result of a workforce reduction, realignment or similar measure.
Regardless of the position you are interested in, the starting points to building your resume are the same:
Seven steps to a successful interview
