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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
 

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 the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.

Required Qualifications:

Aptitude in obtaining required industry licenses.

Must be self-disciplined in managing time and capacity.

Experience in cultivating client relationships, accessing needs and recommending solutions.

Success creating strong peer relationships through effective communication and collaboration.

Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.

Executes multiple tasks simultaneously.

Learns and adapts to new technology or applications.

Desired Qualifications:

SIE (Security Industry Essentials)

Spanish Proficiency

Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience

Skills:

Advisory

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Issue Management

Client Solutions Advisory

Pipeline Management

Active Listening

Attention to Detail

Risk Management

Policies, Procedures, and Guidelines

Client Management

Causation Analysis

Written Communications

Weekly Schedule: Monday thru Friday, some Saturdays required

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

Hours Per Week: