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


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


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.


  • 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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