Financial Solutions Advisor Registration Candidate–Consumer Investments

2 months ago

South India Bank of America Full time

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 Advisors—those with a passion for growing a long-term career and a drive to make our clients’ financial lives better.

If you are an individual who is passionate about helping clients reach their financial goals, join Bank of America’s Advisor Development Program and become an investment specialist in one of over 4,000 financial center locations nationwide. From day one, you will receive training from our-award winning Academy at Bank of America , including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. The Academy offers a defined path to becoming an advisor through a multi-stage training program, one that provides you with the necessary experience and skills to succeed in your role and throughout your career journey.

As a Financial Solutions Advisor Stage I (FSA I) , your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.

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

• 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 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 Stage I, you can look forward to

• Unlimited potential for financial growth.
• A strong referral base from across the business through our relationship with one in every two households.
• Managing 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.
• Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.

We’re a culture that

• 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 Qualifications:
• Sets and accomplishes goals, achieving whatever you put your mind to.
• Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients.
• 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 Qualifications:
• Strong computer skills with an ability to multitask in a demanding environment.
• A bachelor’s degree, or 1-2 years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships.

Shift:

1st shift (United States of America)

Hours Per Week: 

40

  • Financial Advisor

    1 month ago

    india Ozone Group Full time

    About Ozone:Ozone Overseas is a leading provider of architectural hardware and security solutions, offering a wide range of products designed to meet the needs of residential and commercial customers. With over 24 years of experience in the industry, Ozone Overseas has established itself as a trusted name for high-quality and innovative products.Contributing...

  • Investment Advisor

    4 months ago

    India Marquee Equity Full time

    You will have a front-end role to help grow the company through customer acquisition, take steps to ensure success of customers using the Marquee Equity service. - You will be required to perform in-depth analysis of clients financial models, business projections, pitch decks and other documents and make reports and advise clients. - You will have to compile...

  • Investment Banking

    5 months ago

    India RBSA Valuation Advisors LLP Full time

    **Location**: Industry: - Experience: - Education: - Mumbai - Consulting Services/ Investment Banking Boutique 4- 5 years’ experience (working with domestic clients post qualification) CA / CFA (USA) / MBA (Finance) - Preparation of deal books and financial models; - Carrying out financial analysis and valuation; - Carrying out research related work...

  • Financial Paraplanner for a US-based FinTech Co

    4 weeks ago

    india Troika Consulting Full time

    About Us We at Troika are looking to hire mid-level, bright, enthusiastic Financial Planners / Paraplanners for a USA-based FinTech client. We are currently looking for Financial Planners / Paraplanners (with an experience of 1-2 years) to join our team. You will lead the team and ensure the delivered work going out of India is as per standards and SOP set...

  • Vice President – Investments(PE/VC)

    3 weeks ago

    india Zenith HR Solutions Full time

    Position Title: Vice President Investments Reports To: Managing Partners Location: Mumbai Academic Background: B.Tech & MBA Company Profile : The Organization is an operator-driven growth fund, focusing on investing in businesses that are participating in the digital transformation of aspirational India. Ideal Candidate : The candidate should have...

  • Vice President – Investments(PE/VC)

    3 weeks ago

    india Zenith HR Solutions Full time

    Position Title: Vice President InvestmentsReports To: Managing Partners Location: MumbaiAcademic Background: B.Tech & MBACompany Profile:The Organization is an operator-driven growth fund, focusing on investing in businesses that are participating in the digital transformation of aspirational India.Ideal Candidate : The candidate should have experience in...

  • Solutions Architect

    1 month ago

    india Rizing Consumer Industries Full time

    Rizing is a privately held multi-million dollar international company fully committed to providing leading SAP functional and technical services to our customers. We provide best in-class solutions to meet the global demand for SAP consulting, implementation services, and products by leveraging our industry expertise to help companies run better. For...

  • Investment Strategist

    2 weeks ago

    India Hunarstreet Technologies Full time

    Job Title: Investor RelationsBusiness DevelopmentShayJob Summary:We are seeking a highly skilled and experienced Investor RelationsBusiness DevelopmentShay to join our team at Hunarstreet Technologies. The successful candidate will play a pivotal role in driving the growth and success of our company by supporting the CEO and the Transaction Head in various...

  • Investment Banking Associate

    1 month ago

    india Acuity Knowledge Partners Full time

    Responsibilities Will be responsible for working as part of the dedicated team for an investment bank Supporting our clients on multiple industries including IT/ BPO, Telecom, Consumer, Pharma, Infrastructure, Healthcare, Retail and Industrials, Energy & Power, Metals & Mining, FIG, ECM, DCM among others and preparing pitch books, industry overviews,...

  • Senior Full Stack Software Engineer

    7 days ago

    Anywhere in India/Multiple Locations Talent Advisor Full time

    **Empower Financial Advisors through Cutting-Edge Tech**We're seeking a highly skilled Senior Full Stack Software Engineer to join our innovative team at Talent Advisor. As a key member of our Gen AI powerhouse, you'll have the opportunity to revolutionize financial services by crafting web and mobile applications that exceed industry standards.**Key...

  • Analyst- Alternative Investments

    3 weeks ago

    india Eqclique Full time

    Company DescriptionEqclique is a first-of-its-kind membership community for sophisticated investors. The company offers bespoke education programs, networking events, investing insights, and a diverse range of alternative investments to its members.Key Roles & Responsibilities Analyzing investment opportunities across different alternative investment asset...

  • Analyst- Alternative Investments

    3 weeks ago

    india Eqclique Full time

    Company Description Eqclique is a first-of-its-kind membership community for sophisticated investors. The company offers bespoke education programs, networking events, investing insights, and a diverse range of alternative investments to its members. Key Roles & Responsibilities Analyzing investment opportunities across different alternative investment...

  • Application Developer

    3 weeks ago

    india Russell Investments Full time

    Business Unit : Global Information Technology Reporting To : Director, Application Development Shift : EMEA (1:30 pm – 10:30 pm IST) About Russell Investments, Mumbai: Russell Investments is a leading outsourced financial partner and global investment solutions firm providing a wide range of investment capabilities to institutional investors, financial...

  • Investment Banker

    11 hours ago

    india Sustainability Economics Full time

    About the Company:Sustainability Economics is a global organisation targeting the markets of US, Japan, EU, UK, Canada and Singapore. As a pioneer, our focus is on the Lifecycle Management of E2E Net-Zero transitions while leveraging our automation-first approach. We offer our collaborative services at an international level and counsel our clients on...

  • Certified Financial Planner

    1 month ago

    india Corenza Full time

    About the company: Digital family office with a team of over 12 CAs, CFAs, CFPs, and MBAs, serving more than 250 clients and managing ₹100 crore in AUM. The company acts as a personal wealth manager for all investment, insurance, tax, and other financial needs. The services include: Goal-Based Financial Management Risk Mitigation & Insurance Planning...

  • Lead Specialist

    1 month ago

    india Mercer Full time

    Mercer is seeking candidate for following position based out our office in Mumbai :Lead Specialist - Investments (OCIO – Private Markets – Investment Solutions)What can you expect?Mercer Alternatives is a global specialist in alternative investments, including private markets. We offer customized and pooled investment solutions and advisory services for...

  • Investment Network Partner

    3 weeks ago

    india Eqclique Full time

    Company Description Eqclique is a first-of-its-kind membership community for sophisticated investors. The company offers bespoke education programs, networking events, investing insights, and a diverse range of alternative investments to its members. Role Description This is an entrepreneurial role available at different cities. The Investment Network...

  • Investment Network Partner

    3 weeks ago

    india Eqclique Full time

    Company Description Eqclique is a first-of-its-kind membership community for sophisticated investors. The company offers bespoke education programs, networking events, investing insights, and a diverse range of alternative investments to its members. Role Description This is an entrepreneurial role available at different cities. The Investment Network...

  • Financial Services Representative

    2 weeks ago

    Coimbatore South, India Kaarlo Training & HR Solutions Pvt. Ltd. Full time

    Job SummaryWe are seeking a highly motivated and experienced Sales and Marketing Professional to join our team at Kaarlo Training & HR Solutions Pvt. Ltd. as a Financial Services Representative. The successful candidate will be responsible for driving the sales of Gold Loans and related financial products in various locations.Key ResponsibilitiesDrive Sales:...

  • Quantitative Developer/ Full Stack Developer

    4 weeks ago

    india InCred Asset Management & Alternative Investments Full time

    Responsibilities· Develop and maintain high-performance software systems that drive our quantitative trading strategies and financial modelling.· Collaborate with Quantitative Researchers and Portfolio Managers to implement and optimize trading algorithms.· Design and develop robust full-stack solutions with a focus on front-end tools for data...