1+ months

Financial Solutions Advisor Development Program- East San Jose Area

San Jose, CA 95115
**Job Description:**



Few things impact peoples lives as much as their finances. Make a difference where it counts by joining our industry-leading wealth management team at Bank of America and Merrill Lynch. Were looking for the next generation of financial advisorsthose with a passion for people and drive to build a business that makes their financial lives better. Going beyond portfolios and investment strategies, youll consider a clients entire, complex financial picture, and then guide them with advice and solutions to help them live their best financial lives. The Advisor Development Program will help you get the necessary training and guidance along a defined path to become the financial advisor you want to be. From marketing yourself to managing a practice, well equip you with everything you need as you move through the stages of development. The Financial Advisor Stage I role is the first step. At this stage, youll earn the required licenses, start building the relationships that can shape your career, and be exposed to the products, platforms, and tools you need to serve clients.



**Well help you**



Get training and one-on-one mentorship from managers who are invested in your



success. Youll enroll in our Consumer Academy to develop as an advisor.



Grow your network to eventually grow your business. Leverage our relationships with



one out of two households in the U.S. Starting at a financial center, youll interact with



banking customers, small business owners and higher net worth clients alike.



Build connections. Work in the center of the financial universe, tapping into a range of



experts, from mortgage lenders to investment analysts.



Provide end-to-end comprehensive advice. Deliver client reviews/presentations with



confidence, including reviews of investment goals, and recommend wealth



management



strategies to help clients achieve their goals.



Get smart on core banking and investment solutions. Connect clients to all of the



solutions we provide through Bank of America and Merrill Lynch to meet virtually all of



their financial needs.



Obtain Series 7 & 66 (63 & 65 accepted, in lieu of 66) within 120 daysa requirement



for the role.



**As an advisor, you can look forward to**



Unlimited potential for financial growth



A strong referral base from across the business that will give you a leg-up on client



acquisition



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



Leadership opportunities, from leading client and conference seminars to mentoring



junior associates



**Youre a person that**



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 clear and confidently with customers 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-dos and



long-term strategies for clients



Y **oull be prepared if you have**



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



A bachelors degree, or 1-2 years experience working in the financial service industry



and/or a sales environment where goals were met or exceeded



**Were a culture that**



Has a place for everyone committed to the work. We provide 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



Believes in responsible growth and has a proven dedication to supporting the



communities we serve



**Posting Date** : 03/11/2019



**Location** :

San Jose, CA, MC KEE, 3491 Mckee Rd,

- United States



**Travel** : Yes, 10% of the time



**Full / Part-time** : Full time



**Hours Per Week** : 40



**Shift** : 1st shift



**Weekly Schedule** : Monday-Friday Open availability required + some Saturdays



**Assistance for Applicants with Disabilities**



Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please visit the Applicants with Disabilities page at http://careers.bankofamerica.com/us/applicants-with-disabilities .



**Diversity & Inclusion**



At Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.



**Frequently Asked Questions**



Need to know how to apply online, view a list of your submitted job applications or reset your password? Visit our FAQ at http://careers.bankofamerica.com/us/faq section for answers to these questions and more.

Industry

  • Banking / Finance
Posted: 2019-04-18 Expires: 2019-09-13

Success begins with building relationships.

At Bank of America, our customers are at the center of everything we do. Our focus is on helping each one find the right financial solutions. With a wide range of career opportunities available, we invite you to realize your career goals with us while assisting customers with what matters most to them.

Welcome to Careers at Bank of America.


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Financial Solutions Advisor Development Program- East San Jose Area

Bank of America
San Jose, CA 95115

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