• Job Description

  Req#: 25005173

  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 a diverse and 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.

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

  Job Description:

  This job is responsible for identifying and providing investment products and trainings to Financial Solutions Advisors (FSAs), enabling them to match investment solutions that will fulfill and meet client needs. Key responsibilities include partnering with leadership to identify gaps in performance and build out support to drive advice delivery, by leveraging, coordinating FSA training to strengthen advisor investment acumen on Merrill platforms and True Advice Excellence (TAE) process. Job expectations include defining and measuring goals for advised solution, enterprise delivery and book management. In addition to leadership support, this job is responsible for providing support to advisors on an ADHOC basis.

  Responsibilities:

  • Supports Financial Solutions Advisors ( FSAs ) with client conversations and scenarios related to client platforms and fulfills client priorities and goals by applying knowledge of customer segments
  • Defines and measures progress towards goals, including advice delivery , gross and net managed asset sales targets, and enterprise delivery
  • Partners with FSAs to provide assistance and training needed to identify investment solutions that match client needs

  Required Skills:
  • FINRA Series 7 & 66
  • 2+ year in Financial Solutions Advisor role (FSA)
  • Strong understanding of Merrill Edge products and services as well as the Financial Advisor role
  • Proven ability to engage with and influence others
  • Strong time management and organizational skills
  • Efficiently manages time and capacity
  • Can manage complexity, prioritize tasks, and execute in a fast-paced environment
  • Exceptional interpersonal and relationship building skills
  • Effective communication skills (written and verbal)
  • Proven ability to work collaboratively on a team and with key partners
  • Goal and results oriented
  • Strong follow-through skills
  • Excellent presentation skills

  Desired Skills:
  • Strong computer skills with an ability to multitask in a demanding environment
  • Ability to understand FSA needs
  • A bachelor’s degree, or 1-2 years’ experience working in the financial service industry
  • Strong ability to communicate using presentations and Power Point
  

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

  Shift:

  1st shift (United States of America)

  Hours Per Week:

  40

  Pay Transparency details

  US - CA - Newport Beach - 500 Newport Center Dr - Newport Center (CA9165), US - CA - Sacramento - 555 Capitol Mall - SACRAMENTO MAIN OFFICE (CA3117), US - CA - San Jose - 560 S WINCHESTER BLVD (CA3512), US - CA - Stockton - 3255 W MARCH LN (CA2805), US - IL - Rolling Meadows - 1600 Golf Rd (IL3511), US - MD - Hunt Valley - 11333 MCCORMICK RD - HUNT VALLEY (MD5031), US - RI - Lincoln - 670 George Washington Hwy (RI1541)

  Pay and benefits information

  Pay range

  $78,000.00 - $101,300.00 annualized salary, offers to be determined based on experience, education and skill set.

  Discretionary incentive eligible

  This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

  Benefits

  This 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.

• About the company

  Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services.

Notice